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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Alerts
Quotes, orders, and line items progress in phases according to a predefined schedule. Alerts monitor the progress of these phases and take action when approvals are overdue. For example, the late notice alert notifies a designated management group that a quote line item(s) is overdue for approval, and updates the alert status to include late notice.
The user can define any number of standard or customized alerts for any phase; control who is notified for each alert; and control the naming convention used for the alert itself.
Alerts support several functions within the system.
| Function | Description |
|---|---|
| Alert Messaging | Alerts trigger events. The event manager generates messages to certain designated recipients as a result of an alert. The messages update the original request. |
| Batch Scheduling | All alerts associated with a phase are scheduled at once when the phase opens. |
Related topics
Events and messages
Environment records
Alerts, events, and messages
Notifications and alerts
Pre-implementation planning
Access phase definition alert controls
Access the alert log file
