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 |
|---|---|---|
|
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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- Request Task workflow and user tasks
- Examples: Request Task Workflow
- Create a request task
- Create a request task template
- Apply a request task template
- Create a change from a request task
- Update multiple request tasks
- Cancel multiple request tasks
- Set a reminder for a request task
- Send a notification from a request task
- View audit log from a request task
- Access the alert log when viewing a request task
- Close a request task
- Task scheduling
- Updating CMDB
Create a request task
Security Roles: Request Coordinator, Request Analyst
After a request is created, you can create tasks to fulfill the request.
To create a request task, follow these steps:
- In the System Navigator, click Request Fulfillment > Request Queue or Search Requests.
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Locate and open the request record for which you want to create a task.
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From the Tasks section, click the Edit button to open Task Planner.
- Click Add Task.
- Type a title for the new task.
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Select a category for the new task.
- Select a phase to define when the new task will be opened for fulfillment.
- Select a phase to define by which the new task must be closed.
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Complete the form with other information if needed, and then click Save.
Note You can add parts and labor costs tracking to an incident, problem, change, or request or to any associated task of a record. To do this, navigate to the Cost tab, specify the currency, and then specify the date, part number, and quantity for any parts used. Alternatively, specify the date, technician name (used to derive the rate from the operator record), and hours worked for any labor. Service Manager will automatically calculate and roll up costs from any sub tasks into the Total cost field on the Costs tab.
For detailed instructions on using Task Planner, see Task Planner.
Related topics
Request Task workflows and user tasks
