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.
Words and Phrases
| 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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
|
|
| Either word in a topic |
|
|
| Topics that do not contain a specific word or phrase |
|
|
| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
- Change Management workflows and user tasks
- Create a new change record
- Create a change request from a change proposal
- Create a new change with a Release Management category
- Apply a change model to an existing change record
- Update a change request
- Update multiple change requests
- Update multiple task records
- Return a change request to the requester
- Abandon a change request
- Assign a change owner for a change request
- Assess the risk and impact of a change
- Prioritize a change request
- Plan and schedule a Standard change
- Use Task Planner to plan change tasks
- Cancel open tasks for a change record
- Validate a Normal change
- Relate a change to another record
- Unrelate a change to another record
- Approve a change request
- Update an active approval delegation
- Delegate approvals to another operator
- Disable an active approval delegation
- Copy an approval delegation
- Build and test a change
- Implement a Standard change
- Implement an Emergency change
- Implement a Normal change
- Update the CMDB for associated configuration items
- Close a change task
- Review and close a change
- Reopen a change request or task
- View the alert log of a change
- Change the phase of a change
- Change the category of a change
- Print a change request
- Print a change request list
- Set a reminder for a change request
- View a list of services potentially affected by an outages
- Send a notification from a task or change request
- Manually calculate Time Period conflicts for a change
- Access Change Management reports
Apply a change model to an existing change record
User Roles: Change Manager, Change Coordinator, Change Requester
Change Management provides an “Apply Change Model” option that you can use to apply a change model to an existing change record, which may or may not have already a change model specified.
After you apply a new change model to a change record, the following behaviors apply to the change record:
- The change automatically enters the first phase of the workflow associated with the new change model.
- The field values defined in the change model will overwrite the original values in the change record.
- All tasks in waiting phase are automatically canceled as these tasks have not been worked on; the tasks after waiting phase must be manually canceled before the change model is applied, so that you are aware that applying the new change model will disrupt your original change process as you might have already started working on some tasks.
To apply a change model to a change record, follow these steps:
-
Do one of the following in the System Navigator:
- Click Change Management > Search Change, and then click Search.
- Click Change Management > Change Queue.
- Open the change record to which you want to apply a new change model.
-
Click More > Apply Change Model.
Note In the out-of-box setting, this option is available only for change records that use the Project Proposal, Emergency Change, Normal Change, or Standard Change workflow and are in a phase before Authorization. If the change record has open tasks, you will be prompted to cancel all the open tasks manually before applying a change model.
- Select the desired change model from the list.
-
Click Yes to apply the change model.
The selected change model is applied to the change record, and the change phase is changed to the first phase of its workflow.
Related topics
Enable or disable the Apply Change Model option for a change workflow phase
