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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- Change Management overview
- What are changes?
- When should I use Change Management instead of Request Management?
- Priority, impact, and urgency
- Change categorization
- Hover-over forms for change records
- Managing approvals in Change Management
- Message Group Definition record
- Default change categories
- Managing Change Management messages
- Managing events
- Managing alerts
- Change workflows
- Change identifiers
- Time and date stamps
- Assessment capability
- Change prioritization
- Change scheduling
- Change records and CIs
- Role-based authorization
- Change notification and escalation
- Change Management Audit trail
- Change archival
- Change Access Control
- Management reports generation
- Change Management Audit trail
- Release Management
Managing Change Management messages
Change Management sends messages in response to an event. They are directed to specific operators listed in the event record and contain values from the specific fields in quote, order, and line item records that cause the initial event.
Change Management message processing includes the following actions:
- Check for Field Name and Operators in the cm3rmessages record or ends processing if neither Field Name nor Operators exist
- Record the generic message (from the cm3rmessages record Append Text field) in the msglog
- Send the standard message and the mail message to the operators defined in the Operators field of the cm3rmessages record.
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Send a message to the operators defined in those fields referenced by the Field Name field of the cm3rmessages record
Change Management assumes the content of these fields is a group. If this group name is found in the cm3rgroups file, then either the Members or Approvers (depending on the Member List field) of that group are added to a working list. If the group name does not exist, the system searches the operator file. If an operator record is found, it is added to the working list.
- Check the working list for operators
- Send the message
Related topics
How does Change Management process messages?
What are message classes?
Display the list of message classes
View a message class record
Add a Message Class record
