Enable a To-Do alert for an operator

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.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Applies to User Roles:

System Administrator

Change Manager

Problem Manager

Incident Manager

Request Manager

To enable To-Do alert for an operator, follow these steps:

Click System Administartion > Ongoing maintenance > Operators.

Open an operator record.

From the To-Do Alert tab, select the check box to enable To-Do alert for this operator.

Complete the remaining fields in the record form. If necessary, press Ctrl+H to view help for each field.

The Display records from previous days field specifies the days for the records to be displayed since the alert occurs.
The Maximum number of records in the list field specifies the maximum number of the records to be displayed on the To-Do alert window.
The Display records assigned to field specifies the assigned group for the records displayed on the To-Do alert page. There are two available fields: Me and My Group.
The Display records reported by the selected companies field specifies the company for the records to be reported. You can select and add the available company names from the company list on the left panel.
- If no company is specified on the right panel, Service Manager applies all the companies available by default.
- This field is only available when the multi-company mode has been enabled. To enable the multi-company mode, click System Administration > Base System Configuration > Miscellaneous > System Information Record.
The Display records from the selected folders field specifies the folder for the records to be reported. You can select and add the available folder names from the folder list on the left panel.
- If no folder is specfied on the right panel, Service Manager applies all the folders available by default.
- This field is only available when the folder entitlement has been enabled. To enable the folder entitlement, click System Administration > Base System Configuration > Miscellaneous > System Information Record.