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.

Search for | Example | Results |
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A single word | cat
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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. |

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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Create a template to complete incident records
Templates enable users to quickly complete incident records by automatically populating various fields with necessary information. You can create as many templates as you need while authorizing select user roles for each template. The users authorized to use a particular template will then be able to apply that template when completing an incident.
Note Make sure that the user profile is enabled to use templates.
To create a template, follow these steps:
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Click Tailoring > Templates, and then click New.
- Type a name in the Template name field.
- Select Incident in the Table name field, and then click Next.
- Click Fill for each user role that you are authorizing to use this template.
- Modify the fields as required to meet the needs of your template by double-clicking in the field to assign a value to each field you select.
- Click Add to exit the template wizard.
- Click Save.
- Click OK. The roles authorized for this template can now use or modify this template.
Alternatively, you can create a template from an existing record. To do this, follow these steps:
- Click Incident Management > Search Incidents.
- Enter an Incident number in the Incident ID field, and then click Search.
- Click the incident record.
- Click More or the More Actions icon and select Create Template from Record.
- Modify the name in the Template name field.
- Click Fill for each user role that you are authorizing to use this template.
- Modify the fields as required to meet the needs of your template by double-clicking in the field to assign a value to each field you select.
- Click Add to exit the template wizard.
- Click Save.
- Click OK.
Related topics
Application profiles
User roles