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 Manager9.51

Use > Change Management > Security > Change Management security roles and settings

Change Management security roles and settings

User Role: System Administrator

The out-of-box security roles for Change Management include the following:

change advisory board (CAB)
change analyst change
change analyst tasks
change approver
change coordinator
change coordinator change
change coordinator tasks
change domain expert (CDE)
change implementer
change manager
change owner
change requestor

Mapping between the legacy Change Management profiles and security roles

If you have upgraded from a previous version of Change Management, which is not Process Designer based, see the following table for a mapping of the Change Management profiles to the security roles.

Change profile	Security role
DEFAULT	default
SD agent/manager	change requestor
change analyst change	change owner
change analyst tasks	change owner
change approver	change advisory board (CAB)
change coordinator change	change coordinator
change coordinator tasks	change coordinator
change manager	change manager
emergency group	emergency CAB
Initiator	change requestor
problem manager	change requestor
Sysadmin	system administrator

In many cases, change profile rights used in versions earlier than 9.40 have been merged into much fewer security rights. For example, the Expert right represents several change profile rights. The Process Designer Change Management workflows reference security roles; after upgrade security roles that were converted from change profiles are used if they exist with the same name. If a workflow uses a security role that was not converted from a change profile, the system assigns default rights to the security role. It is important to inspect the security roles and modify them as appropriate for use in any of the Process Designer workflows.

The following table outlines the mapping between legacy change profile settings and the security role rights and settings.

Change profile settings field names	Security roles settings field names
Copy and open	New
New
Open
Alternate views	View
Can count records
Can notify
Clear
fill
find
irquery
Show parent
Tasks
View
Alerts	Expert
apprdism
Can mass approve
Complex Mass Update
Duplicates
Expert Search
List Pages
Template Mass Update
Update when closed
Change category	Admin
Change phase
Can override approvals
Allowed categories	Allowed categories
Allowed status	Allowed Status
Append Query	Append Query
Approval Groups	approver.of in $G.myGroups
Area	Area
Can access approvals	Can Approve
Can Delegate Approvals	Can Delegate Approvals
Change Manage Format	Change Manage Format
Close	Delete/Close
Default Change Category	Default Category
Default Task Category	Default Task Category
Inefficient Query	Allow Inefficient Query
Initial Change View	Initial Change View
Initial Format	Initial Format
Initial Task View	Initial Task View
Manager Group	member.of in $G.myGroups
Modify Template	Modify Template
Name	Role
QBE Format	List Format
Reopen	Reopen
Skip Warning	Skip Inefficient Query Warning
Task Manage Format	Task Manage Format
Update	Update

Rights and settings

To view the rights and settings that are defined for out-of-box Change Management security roles, follow these steps:

Navigate to System Administration > Security > Roles.
In the Name field, select a Change Management security role.
Click Search.
Double-click a security area to open the Rights form.

This form lists the rights and settings of the security role for the selected security area.

View the Rights and Settings sections in the form.

The following table describes possible rights for Change Management security areas.

Security role rights	Description
New	Can create new records in this area
View	Can view records in this area.
Expert	Has Expert rights in this area
Admin	Has Admin rights in this area
Modify Template	Can modify template records in this area
Update	Can update records in this area
Delete/Close	Can delete or close records in this area
Allowed Categories	Specifies the categories in this area that users with this role can select
Allowed Statuses	Specifies the status values in this area that users with this role can select

The following is a list of settings available for Change Management security areas.

Allow Inefficient Query: When this option is true, users with this role can run incomplete (inefficient) queries in this area, but receive a warning message. The Skip Inefficient Query Warning option overrides this setting. If not selected, users with this role cannot run inefficient queries in this area.
Skip Inefficient Query Warning: Turns off inefficient query warnings for this area. This option overrides the Allow Inefficient Query option.
Can Approve: Users with this role can approve records in this area.
Can Delegate Approvals: Users with this role can delegate their own approvals in this area to another user.
Reopen: Users with this role can reopen records in this area.
Change Manage Format: The name of the form to display as the default change queue form. If left blank, sc.manage.chm is used.
Default Category: Unused
Default Task Category: Unused
Initial Change View: Unused. Service Manager automatically saves the Change view that users with the role opened last time.
Initial Task View: Unused. Service Manager automatically opens the Change Task view that users with this role opened last time.
Initial Format: The initial format that is used when users with this role search change records. If left blank, cm3r.search is used.
List Format: Also known as QBE Format. This is the QBE form to use when displaying records to users with this role. If left blank, cm3r.qbe is used.
Task Manage Format: The name of the form to display as the default task queue form. If left blank, sc.manage.cmt is used.
Append Query: This field stores an expression to append to all queries in this area run by users with this role. This expression restricts the records that the user with this security role can see, by appending (adding on) this query to everything the user does in this module. You must use the field name from the dbdict in the expression. For example, you can enter priority.code=”3” so that users with this security role can only see Priority 3 records.

View the Security Folders section.

This section specifies security folders that are accessible to this Role for records of this area. For more information, see Add folder permissions to a security role.

The out-of-box security folders available in Service Manager are DEFAULT and advantage. You can also create security folders to meet your business needs. By default, all security folders are assigned to a new security role created. Once a role is created and rights are configured, you can modify the security rights for a role within an area.

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