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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Configuring approvals in Change Management
Change Management requires approvals to be complete before the change request can move to the next logical phase. In some cases, approvals can be defined based on associated Service Level Agreements (SLA), so that managers and sponsors associated with the SLA will be listed as approvers for some phases.
After the approvals are complete, you can move the request to any desired phase by setting a condition in the condition editor of a transition. You can set the transition condition to move the change request to another phase or remain in the current phase by setting the statuses to “Denied” and “Pending” respectively. For example, you can set the following conditions for the transitions in the “ECAB Approval” phase to move the change request to different phases.
Condition |
Action Performed |
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Set the following condition in the transition from the “ECAB Approval” phase to the “Build and Test” phase Approval Status in CurrentRecord= approved AND Build Test Required in CurrentRecord= true |
Change request moves from the “ECAB Approval” phase to the next phase, “Build and Test”. |
Set the following condition in the transition from “ECAB Approval” to “Implementation” Approval Status in CurrentRecord= approved AND Build Test Required in CurrentRecord= false |
Change request moves from the “ ECAB Approval” phase to “Implementation”. |
Set the following condition in the transition from “ECAB Approval” to “Risk and Impact Analysis”. Approval Status in CurrentRecord= denied |
Change request moves from the “ECAB Approval” phase to the previous phase, “Risk and Impact Analysis”. |
A change request may require other approvals:
- Change requests with an impact of 3 (Major Impact) also require approval by an IT director.
- Change requests with an impact other than 1 (Minor Impact) must be approved by a member of the Change Advisory Board (CAB).
We welcome your comments!
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