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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- Service Desk workflows and user tasks
- Self-Service user interactions
- Create a streamlined interaction
- Change the category of a standalone interaction
- Cancel a new Service Desk interaction
- Close a first-time resolved Service Desk interaction
- Handle a complaint or compliment
- Access Service Desk views
- Check request fulfillment status by Service Manager Service Portal order or request number
- Service Catalog support
- Using mass update with Service Desk interaction record lists
- Access Service Desk reports
Handle a complaint or compliment
Applies to User roles: Service Desk Manager
If a user contacts you regarding a service complaint or compliment, you can create a Service Desk interaction to collect information about the user's service request. Categorize the service request as a complaint or compliment, and then solve the request.
To register a complaint or compliment, follow these steps:
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Click Service Desk > Create Streamlined Interaction. The New Interaction form is displayed.
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Specify the Contact for the interaction.
Note If you use the Fill function to replace the information in a field that already has data, clear the field before you click Fill. If the field contains data, the Fill function cannot operate.
- In the Service Recipient field, select the service recipient.
- In the Notify By field, select the user's preferred notification method.
- In the Description field, type a description for the interaction.
- In the Category field, select "complaint" or "compliment" as the category.
- (Optional) In the Subcategory and Area fields, select the subcategory and area for the interaction.
- (Optional) In the Affected Service field, select the affected service.
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Click the Continue button. An interaction record is created and the interaction detail form is displayed.
- On the Assignment tab, specify the assignment group and the assignee.
- Click Save.
To close a complaint or compliment, follow these steps:
- Locate and open the complaint or compliment interaction record that is in the "Open" status.
- Make sure that the Assignment Group and the Assignee fields are specified, and the click Fulfill. The interaction status changes to "In Progress."
- In the Closure Code field, specify a closure code.
- In the Solution field, type the solution information.
- Click Close. The complaint or compliment interaction record is closed.
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