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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Generate a maintenance task from an existing record
Applies to User Roles:
System Administrator
Change Manager
Change Coordinator
Incident Manager
Incident Coordinator
To generate a maintenance task from an existing record:
- From the System Navigator, click one of the following:
- Click Change Management > Changes > Search Changes.
- Click Incident Management > Search Incidents.
- Click Request Management > Quotes > Search Quotes.
- Click Search.
- Select a record to view in the appropriate record form.
- Click More or the More Actions icon.
- Click Generate Maintenance.
- Click the Schedule tab.
- The default schedule for a generated maintenance task is Regularly: Every 1 00:00:00, beginning with the current date and time. Change this value if necessary.
- If this task appears in the Scheduled Maintenance Administrative Options, or the named template does not exist, Scheduled Maintenance creates a skeletal scheduled maintenance task. Skeletal maintenance tasks have a default inactive status. Click the Active check box to run the task.
Related topics
Automated task generation
Generating tasks from an existing record
More Actions menu