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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Copy an approval delegation
Applies to User roles: System Administrator and other users with approval delegation authority
You can use an existing approval delegation as a template to create a new approval delegation. The wizard copies the values from the existing delegation and allows you to change the delegate and the delegation dates. You cannot change the application module, delegated approval groups, or operator when copying an approval delegation. If you want to change these values, you must create a new approval delegation.
To copy an approval delegation, follow these steps:
- From the To Do view, select Approval Delegation from the Queue list. Service Manager displays the Approval Delegation view.
- From the View list, select either My active approval delegations or My past approval delegations.
- Select the approval you want to copy from the list of approval delegations.
- Click Copy Approval Delegation. Service Manager displays the Copy Approval Delegation wizard and automatically fills in the delegate name, the delegated module, approval groups, and operator.
- Select the new delegate if needed.
- Select the new delegation start and end dates.
- Select Enabled.
- Click Next to create a new approval delegation.
Delegate approvals to another operator
Disable an active approval delegation
Update an active approval delegation
Approval delegate qualifications
Global variables available for approval delegation
Views available for approval delegation