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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Approval status
In any workflow phase with an approval, the Approval Status field will indicate if the Change has been approved, denied, or is still pending the approval process. A Change will not be allowed to progress past any phase with approvals until all the required approvals have been given. In change records, the Approvals section reflects only all approvals that must be performed in the current phase of the change workflow, not all approvals that are required in the entire change workflow.
Alerts and escalations can be built into the change process to prompt approvers as the RFC approval phase runs out of time, and basic checks such as not allowing an approval after the proposed planned start date and time are also possible.
Approval can also be sequenced to allow for certain approvals to be given (perhaps the technical team’s approval that the proposed RFC is technically feasible) before sending approval requests to managers for a business approval.
What is approval status?
Approval status describes the condition of the change or task in the current phase and in the Change Management workflow. Each change request phase is marked with one of the following status options:
- Approved
- Denied
- Pending
Individual approval requirements within a phase are marked with one of the following status options:
- Approved
- Denied
- Pending
- Future
Pending approvals are awaiting action. Future approvals will be acted on following action on the pending approvals.
When a pending phase is approved, its status becomes approved. The next set of future approvals becomes pending, and subsequent approvals remain in the future status.
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