Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.
Search for | Example | Results |
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A single word | cat
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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 |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Request Management User Profile
Administrators assign user access privileges to enable Service Desk operators and others to use integrated Request Management functionality. The administrator often assigns these privileges by creating a user role and assigning that role to a group of users.
A typical user role would be Service Desk Agent. This role has indirect Request Management access. The typical privileges assigned to a user role would be requestor.
A Request Management user also has a profile that specifies security rights and approval groups.
The user profile controls the Request Management function access for users. The system administrator can assign the standard profile to a user, or establish user access with a unique profile.
The system administrator can specify user access for each of the three functional areas of Request Management or use one profile for access to all. If an operator has two profiles (such as one for the Quote area and another for All areas), the specific area profile takes precedence and overrides the All areas profile.
Generally, the standard user has minimal direct access to Request Management. This user has limited data views and limited options within the application. It is best to begin with a more restricted system and expand the options over time, rather than provide an open system and rescind permissions and accessibility to the product options at a later time.
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