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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User data entry
Depending on your implementation of Request Management, the requester may be required to enter data during the User Entry phase. For example, the requester enters contact information, location, and type of request on a description form.
Coordinator data entry fields
After the requester completes the description form, the request is routed to a coordinator who contacts the requester for specific information. Consider the following.
- What information do you need from the requester for each catalog item you have previously identified?
- What fields must be validated in a certain format, and which must be validated to exist in a supplementary table?
Some data items are defined as coming from another table. A common example of this is contact information.
During the process of opening a quote, the coordinator may be required to supply the first name, last name, department, and phone number of the individual requesting an item.
- Should this information be checked against the contacts table?
- What should be done if the individual is not yet in the contacts table?
Related topics
