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
|
Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
|
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 |
|
|
| Either word in a topic |
|
|
| Topics that do not contain a specific word or phrase |
|
|
| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
Create a contract template
Applies to User Roles:
System Administrator
Contract Management tracks each service contract between a customer and service provider. Configuration Management enables you to create contracts from contract types or user-defined templates.
To create a contract template, follow these steps:
- Click Configuration Management > Contracts > Contracts.
- Use search or advanced search to find one or more records.
- Select a contract to use as a template.
- Click More or the More Actions icon.
- Choose Create Template.
- Type the name of the new template in the Name field.
- Add or change information on the form to select the applicable contract, lease, financial, terms and conditions, and other information to ensure the contract template is standardized for all related contracts.
-
Click Add.
Caution Make sure that you do not click Save because doing so will replace the existing contract with the new contract you are attempting to create.
Related topics
Configuration Management overview
Contract Management overview
More Actions menu
Example: Search for a record
Add a contract
Create a new contract terms and conditions record
Cancel a contract
Update the terms and conditions of a contract
Renew a contract
View software installation information
Cancel a payment record
Delete a payment record
Generate a payment schedule for a contract
Schedule a payment for a contract
Submit a payment record
