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
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
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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 |
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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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- Service Desk workflows and user tasks
- Access Interaction Management reports
- Request a Service Catalog item or bundle
- Create a self-service request
- Close a self-service request
- Resubmit a self-service request
- Update a self-service request
- View a self-service request
- Create a new Service Desk interaction
- Update an interaction record
- Cancel a new Service Desk interaction
- Close a first-time resolved Service Desk interaction
- Close an existing Service Desk interaction
- Using mass update with Service Desk interaction record lists
- Set a reminder for an interaction record
- Check request fulfillment status by Service Manager Service Portal order or request number
- Service Catalog support
- Callback mechanism
- Example: Service Desk Workflow
Access Interaction Management reports
User Roles: Service Desk Agent
The Reporting tool in Service Manager provides a number of out-of-box reports on the interaction data in your system. You can view these reports through a dashboard named Service Desk Overview (Global). You can also create your own dashboards to display other reports of your interest.
To access Interaction Management reports, follow these steps:
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Click Service Desk > Service Desk Overview.
By default, the Service Desk Overview (Global) dashboard is displayed.
- View the reports on the dashboard. For descriptions of these reports, see Report descriptions and usage.
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If needed, click the New Dashboard button to add your own dashboards. For details, see Create a dashboard
Your custom dashboards are added to the dashboard list on the toolbar of the dashboard page.
Tip You can click Export to export the reports on a dashboard to PDF format.
- Click the Open dashboard settings icon on a dashboard to set its properties, or click the Set as Default Dashboard button to set it as your default dashboard.
