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 |
|---|---|---|
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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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Time period security areas and roles
The following security areas and roles are used to ensure proper security in the Time Period Management module.
Security areas
Out-of-the-box, the Time Period Management module has the following security areas. To view their default rights and default settings, navigate to System Administration > Security > Areas, and open these records by performing a search.
| Area | Description |
|---|---|
| Timeperiod |
For security related actions in time period definitions, rules and occurrences. |
| Timeperiod Configuration | For security related actions in time period categories, approvals and workflows. |
Note For the Timeperiod Configuration security area, do not select When assigned or When assigned to workgroup from the Update or Delete/Close drop-down list since the objects related to this security area have no assignee or assignment group fields.
Security rights and settings
The following table describes the security rights and settings used in the Time Period Management module.
| Setting / Right | Description |
|---|---|
| View | Can view time period records |
| New | Can create new time period records |
| Update | Can update time period records |
| Delete / Close | Can retire new time period records |
| Expert | Can activate/deactivate occurrences |
| Admin | Is admin |
| Modify Template | Can create templates |
| Can apply template | Can apply templates |
| Can approve | Can approve time period records |
| Can delegate approvals | Can delegate approvals for time period records |
| Can override approvals | Can override approvals |
| Can copy record | Can copy time period records |
| Can send notifications | Can send notifications from time period records |
| Can set reminder | Can set a reminder for time period records |
| Can change category / type | Can change the category/type of a time period record |
| Can create global inbox | Can create global time period inboxes |
| Initial Inbox | Initial inbox for the time period module |
| Manage format | Sc manage format |
| Can create personal Inbox | Can create personal inboxes for time period records |
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Lock on Display |
When displaying a record the user, Service Manager locks the record regardless of whether the user is modifying the record or not |
| New thread List -> Edit |
When the user accesses a record from a record list, Service Manager keeps the record list open and displays the record in a new tab window
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| New thread Search -> List |
When the user searches in the Time Period area, Service Manager keeps the search form open and displays the search results in a new tab window
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| New thread View -> Edit | When the user accesses a record from a Time Period view, Service Manager keeps the view form open and displays the record in a new tab window |
| New thread View -> Search |
When the user runs a search from a Time Period view, Service Manager keeps the view form open and displays the search form in a new tab window |
| Un-retire | Can unretire (reopen) time period records |
Security roles
Out-of-the-box, the following security roles are available for the Time Period Management module.
To access these rules, click System Administration > Security > Roles, and then open the roles by performing a search.
| Role | Description | Default Rights/Setting in the Timeperiod Area | Default Rights/Setting in the Timeperiod Configuration Area |
|---|---|---|---|
| Timeperiod Administrator | Full rights. |
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| Timeperiod Analyst | Partial rights; can update only when assigned. |
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No rights |
| Timeperiod Approver | Partial rights; can approve and delegate approvals. |
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No rights |
| Timeperiod Manager | Expert rights; can always update. |
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User roles
Out-of-the-box, four users (operators) were created for testing purposes based on the security roles described above.
| Operator | Description |
|---|---|
| Timeperiod.Admin | Can perform all Time Period Management tasks. |
| Timeperiod.Analyst | Partial rights; can perform Time Period Analysis tasks. |
| Timeperiod.Approver | Partial rights; can approve time periods. |
| Timeperiod.Manager | Expert rights; can perform all Time Period Management tasks except for certain administration tasks. |
Related concepts
Time Period Management
Time Period Management concepts
Time Period Management process
Time period workflow
Time period occurrences
Time period recurrence rules
Related tasks
