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 |
|---|---|---|
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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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Access phase definition alert controls
User roles: Request Coordinator, Request Administrator, System Administrator
You can access phase definition alert controls in Request Management for quotes, line items, or orders.
To access phase definition alert controls for quotes, line items, or orders:
- Click one of the following:
- Request Management > Quotes > Quote Phases
- Request Management > Line Items > Line Item Phases
- Request Management > Orders > Order Phases
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Add optional search criteria, and then click Search.
A list of phase records opens.
- Click a phase name to open it in the form.
- Click the Alerts tab. The phase record specifies certain alert controls. Alert controls on the phase record form include the following:
Control Description Reset Sets the status of all current alert records associated with the current quote or order to inactive and marks the last action field as reset. Then it schedules a calculate alert record to recalculate the item’s alerts and restart the alerts process. Reeval Retrieves each Alert associated with the quote or order and performs the following processing.
If current alert status is active, Service Manager reevaluates the alert condition and updates the alert to reflect the correct status.
If the alert status is not active, Service Manager reevaluates the alert condition. If this condition is true, Service Manager:
1. Sets the status to Scheduled.
2. Sets the last action to Recalc.
3. Sets the action time to the current date/time.
4. Reevaluates the Schedule Condition. If this condition is true, Service Manager recalculates the Alert Time and updates the status to Scheduled. If this condition is false, Service Manager sets the status to Not Required.
Related topics
Printing lists and detail records in Request Management
Phases
Alerts
