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 |
|
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| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
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Security roles
The Survey module uses the following three security roles.
Note Be aware that survey templates are supported only for SM Survey (not supported for Survey Integration).
| Role | Area | Rights |
|---|---|---|
| Survey Administrator | Survey | Full rights for the area |
| Survey configuration | Full rights for the area | |
| Tailoring | Full rights for the area | |
| Survey Manager | Survey | Expert rights for the area (can always update all survey definition records, and retire or unretire surveys) |
| Survey configuration | Expert rights for the area (can always update all survey templates, and retire or unretire survey templates) | |
| Tailoring | No rights | |
| Survey Analyst | Survey | Partial rights for the area (can only update and retire or unretire assigned surveys) |
| Survey configuration | No rights | |
| Tailoring | No rights |
The following rights can be configured for Survey security roles.
| Right | Description |
|---|---|
| View | Can view survey definition records |
| New | Can create new survey definition records |
| Update |
Determines when a user can update a survey. This right has the following options:
|
| Delete / Close |
Determines when a user can retire a survey. This right has the following options:
|
| Expert | No special functionality related |
| Admin | Has administrative rights (by default, full rights to the Survey module) |
| Modify Template | Can tailor template records in this area |
| ESS Only | When selected, indicates that the specified rights take effect only when the role is logged in to the Employee Self-Service (ESS) web client. |
Note The When assigned and When assigned to workgroup values in the Update and Delete/Close fields are not supported in the Survey Configuration security area.
The following settings can be configured for Survey security roles.
| Setting | Description |
|---|---|
| Can copy record | Can copy survey definition records |
| Can create global inbox | Can create global time period inboxes |
| Initial Inbox | Initial inbox for time period module |
| Manage format | Sc manage format |
| Can create personal inbox | Can create personal inboxes for survey definition records |
| Un-retire | Can unretire (reopen) survey definition records |
| New Thread List -> Edit | Determines whether a new thread is opened when a user moves from a List to an Edit screen |
| New Thread Search -> List | Determines whether a new thread is opened when a user moves from a Search screen to a List |
| New Thread View -> Edit | Determines whether a new thread is opened when a user moves from an Inbox to an Edit screen |
| New Thread View -> Search | Determines whether a new thread is opened when a user moves from an inbox to a Search screen |
Related topics
