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 workflows and user tasks
- Create a new change record
- Create a change request from a change proposal
- Create a new change with a Release Management category
- Apply a change model to an existing change record
- Update a change request
- Update multiple change requests
- Update multiple task records
- Return a change request to the requester
- Abandon a change request
- Assign a change owner for a change request
- Assess the risk and impact of a change
- Mark a change as review required
- Prioritize a change request
- Plan and schedule a Standard change
- Use Task Planner to plan change tasks
- Cancel open tasks for a change record
- Validate a Normal change
- Relate a change to another record
- Unrelate a change to another record
- Approve a change request
- Build and test a change
- Implement a Standard change
- Implement an Emergency change
- Implement a Normal change
- Update the CMDB for associated configuration items
- Close a change task
- Review and close a change
- Reopen a change request or task
- View the alert log of a change
- Change the phase of a change
- Change the category of a change
- Print a change request
- Print a change request list
- Set a reminder for a change request
- View a list of services potentially affected by an outages
- Send a notification from a task or change request
- Manually calculate Time Period conflicts for a change
- Access Change Management reports
Mark a change as Review Required
User Roles: Change Manager, Change Coordinator
When a Normal or Emergency change moves to the Risk and Impact Analysis phase or a Standard change moves to the Plan and Schedule phase, you can mark the change as review required by selecting a Review Required check box.
- When this option is selected, the change must go through the Post Implementation Review phase of the out-of-box workflow. Additionally, when the change record enters the Post Implementation Review phase, the system automatically sends a notification to the Change Coordinator and Change Manager.
- When this option is not selected, the change can bypass this review phase.
Note This check box appears in the Risk and Impact Analysis phase or the Plan and Schedule phase, and becomes read-only after this phase.
The following table describes how the Review Required settings affect the change workflows.
| Workflow | Review Required is selected | Review Required is not selected |
|---|---|---|
|
Normal Change |
This is the default setting. A Close button is not available in the CMDB Update phase. |
A Close button is available in the CMDB Update phase, which allows the change to directly advance to the Closure phase. |
| Emergency Change |
This is the default setting. A Close button is not available in the Implementation phase. |
A Close button is available in the Implementation phase, which allows the change to directly advance to the Closure phase. |
| Standard Change |
A Close button is not available in the Execution phase. |
This is the default setting. A Close button is available in the Execution phase, which allows the change to directly advance to the Closure phase. |
To mark a change as Review Required, follow these steps:
- If it is a Normal or Emergency change, you do so as part of the risk and impact analysis task. For details, see Assess the risk and impact of a change.
- If it is a Standard change, you do so as part of the planning and scheduling task. For details, see Plan and schedule a Standard change.
Related topics
