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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Using approvals
Service Manager user profiles determine whether you see an Approve Requests button in the home menu after you log on. Only users with approval authority have access to the Approve Requests button. If you have access, click Approve Requests to begin.
To access approvals from the quote and order search screens, an operator’s profile must meet the following requirements.
- The Approvals parameter for the current area (quote or order) must evaluate to true.
- The Approvals Group field must contain at least one group for the current Area.
Note: If a user does not have access rights to a particular area or to approval records, the status bar indicates this.
Related topics
Approvals in Request Management
Approval type group options
Approval definitions
Security and access
