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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Modify allowed categories and allowed statuses
Applies to User Roles:
System Administrator
For both roles and areas, an administrator can specify in the Allowed Categories and Allowed Statuses fields the categories and statuses for which a role has rights within an area. Before you can do this, you must first update the applicable data policy record. These rights give a role in combination with the other rights access to the specific categories and statuses selected. When no selections are made for Allowed Categories or Allowed Statuses, the role has access to all categories or statuses within the area.
You must first ensure that the data policy record for the role within an area has been updated to include the Allowed Categories and Allowed Statuses fields.
Note When you add a new setting, it is only inherited when you add a new role.
To modify Allowed Categories and Allowed Statuses, follow these steps:
- Click System Administration > Security > Roles.
- Use search to display a list of roles.
- Select the role to update.
- Select the area you want to update.
- Select the allowed categories and the allowed Statuses from the drop-down lists.
- Click Save.
Update rights to display allowed categories and allowed statuses