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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Add a master data record
Applies to User Roles:
System Administrator
Note: In ITIL best practices, a Configuration Administrator manages master data. In Service Manager, however, only a System Administrator has rights to master data, because the master data is shared by all Service Manager applications. You may need to contact a System Administrator to implement master data changes or to request permission to perform this function.
After you validate that the data sets for a new master data record request meet your company's specifications, you can add the master data record to Service Manager. For example, you may need to add a master data record for a new company location or a new vendor/supplier.
To add a master data record:
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Click System Administration > Base System Configuration, and then double-click the master data category you want to add a record to.
For example, if you want to add a master data record for a new company location, click Locations.
- Specify the new master data information and preferences.
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Click Add.
Service Manager adds the new master data record.
Create a data reconciliation report summarizing the data modifications and any reconciliation errors in accordance with your company procedures.
We welcome your comments!
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