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 |
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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". |
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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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- Request Management overview
- Pre-implementation planning
- Approvals in Request Management
- Categories
- Phases
- Quotes
- Orders
- Vendors
- Related records
- Printing lists and detail records in Request Management
- Business Rules and Workflows
- Demands Measuring
- Financial Approval
- Self-Help Requests
- Record Content
- Request Charges
- Request Escalation: Functional Escalation
- Request Escalation: Hierarchic Escalation
- Request Integration: Service Desk or Incident Management
- Request Management Predefined Reports
- Service Request Record
- Request Access Control
Pre-implementation planning
Pre-implementation planning includes the following activities:
- Creating the catalog.
- Setting up the approval process.
- Setting up phases.
- Creating the order process.
- Setting up notifications and alerts.
- Considering how quotes should be handled when closed.
- Considering the activities for closing and receiving order line items.
- Establishing the level of user access to Request Management for users.
- Determining the implementation plan for configuration items (CIs).
- Determining what to report, and when.
- Selecting audit fields and who will maintain the audit records.
- Validating the implementation of Request Management to your office's expectations.
The related topics provide a synopsis of planning considerations for implementation of a Request Management system. These should be considered a foundation tool for initial planning, used in conjunction with technical consulting services.
Related topics
The catalog
Master catalog sections
Approvals in Request Management
Phases
User data entry
Order process
Notifications and alerts
Closing a quote
Closing and receiving order line items
Request Management User Profile
Configuration Items
Reporting
Auditing
Process validation
