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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Setting up approvals
Setting up approval authorities and requirements involves several components: Security and Access, Phase definitions, and Catalog features.
In order for operators to have approval authority in Request Management, their operator records must include capability words in the operator record that indicate Request Management access, such as SysAdmin, OCMAdmin, OCMO. Configuring this is explained in Security and Access.
Within Request Management, the user must be included in the membership of a designated approval group, in the ocmgroups file. See Approval groups for more information.
The user’s authority within Request Management must be defined in the designated Request Management profile, the ocmprofile record specified in the operator record. This includes:
- A list of the approval groups for which the user can issue approvals.
- Approval capabilities defined on the various check box tabs of the ocmprofile form. See Security and Access for configuration information.
- The approval groups for which this user has approval authority must be included in the definition of the approval that is required for the request or order.
- Approval requirements are defined on the Phase definition control (ocmoptions) or catalog part record control.
- Approval Definition (ApprovalDef) records must be defined according to the Phase definition approval group requirements. An approval definition record must exist for any group defined as the approval group of a particular Phase definition. See Approval definitions for more information.
Related topics
Security and access
Approval groups
Phases
Approval definitions
