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 |
|---|---|---|
|
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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Security and access
Security in the Request Management process is essential. Most operators only need access to limited areas and items for creating quotes and ordering. Only certain operators should be allowed to approve quotes and orders, mark shipments as received, and respond to operators’ requests for items. You can implement rules such as these with Request Management.
Request Management uses several files containing records on individual operators to secure the database and efficiently use quotes, orders, and line items.
Note: If there is a conflict in the settings for a particular operator, the User Profile record settings override the environment settings in Request Management. The category and phase record settings for the functional areas override the User Profile record settings. Ultimately, restrictions established in the category and phase definition records determine operator access privileges.
Related topics
