Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Service Manager9.41

Administer > Time Period Management > Time period workflow

Time period workflow

Each time period has a workflow, which is defined in the time period category. Out-of-the-box, a workflow (named Timeperiod) is available, which includes four phases. This workflow drives the creation, approval, publication, and retirement of time period definitions including their occurrences.

Note You can create your own workflows if needed.

To view the name of a time period's workflow, open the time period's category record (Time Period Management > Configuration > Time Period Categories), and then locate the Workflow field.

To access a time period workflow, navigate to Time Period Management > Configuration > Workflows.

Phases

The following table describes each phase in the Timeperiod workflow.

Phase	Description	Notes
Planning	Planning a time period Create the rule Specify the ownership Specify the impacted services, locations, or departments Check the time windows
Approval	Approve the time period based on the configured approval rules.	An automatic transition is configured from the Approval phase to each of these phases: Planning, and Published. The transition triggers are as follows: From Approval to Planning: (`Expression: approval.status in $L.file="denied"` ) From Approval to Published: ( `Expression: approval.status in $L.file="approved"` )
Published	The time period, the rules and occurrences are displayed in read-only. Some occurrences can be manually canceled. In this phase the time period is approved and officially published.
Retired	The time period is retired and the record is inactive (closed).

Actions and activities in each phase

The following table summarizes the actions and activities available or allowed in each phase of the workflow: Planning (P1), Approval (P2), Published (P3), and Retired (P4). A cross mark indicates the item is available or allowed.

Type	Item	Description	P1	P2	P3	P4
Button	OK	Saves the record and exits.	x	x	x	x
	Cancel	Exits the record without saving.	x	x	x	x
	Save	Saves the record.	x	x	x
	Submit for Approval	Moves the record to the Approval phase.	x
	Retire	Moves the record to the Retired phase and deletes all occurrences.	x		x
	Change Time Zone	Changes the time zone to display date/time values from the user's time zone to a different one.	x	x	x	x
	Apply Template	Applies a time period template.	x
	Submit for Re-planning	Moves the record back to the Planning phase.			x
Menu Option (More > )	Set Reminder	Calls the out-of-the-box reminder feature.	x	x	x
	Copy	Copies the record.	x	x	x	x
	Change Type / Category	Changes the category and type of the current record. Works only in the first phase.	x
	Create Template from Record	Creates a new time period template from the record.	x	x	x
	Notify	Sends a notification.	x	x	x
	Approval > Approve/Deny/Retract	Approve: Approves the record. Once approved, the record's approval status changes to approved, and the record automatically moves to the Published phase. Deny: Denies the record. Once denied, the record's approval status changes to denied, and the record automatically returns to the Planning phase. Retract: Retracts a denial of the record. Once retracted, the record moves back to pending approval status.		x
	Unretire	Moves the record to the first phase and activates it again.				x
User Action	View rules	Allows users to view the existing rule(s) of the record.		x	x
	Create / Modify rules	Allows users to create new rules and modify the existing rule(s).	x
	Filter activities	Allows users to filter the activities of the record.	x	x	x
	Filter occurrences	Allows users to filter the occurrences of the record.	x	x	x
	Deactivate a single occurrence	Allows users to deactivate one single occurrence, when the date is no longer required.			x
System Background Activity	Write activities	As soon as activities are created.	x	x	x	x
	Update occurrences	Updates occurrences according to the defined rules.	x		x	x
	Set create / update fields	Set the created by / updated by and related time stamps. These values are saved in the Rules. The form is fully editable.	x
	Set update fields	Sets the updated by and related time stamps.		x	x
	Move to previous / next phase	If the record is denied, the system automatically moves the record back to the Planning phase. If the record is approved, the system automatically moves the record to the next phase.		x

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