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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- Change Management overview
- What are changes?
- Change prioritization
- Change scheduling
- Assessment capability
- Change notification and escalation
- Change Management Audit trail
- Change archival
- What are notifications?
- Change records and CIs
- Role-based authorization
- Management reports generation
- Release Management
- Change Management and Service Level Agreements
What are notifications?
Messages are generated by Service Manager events, such as opening or closing a change or task. Administrators can edit these messages, add new messages, change the conditions that trigger the messages, and select who will receive the messages.
The Notification Engine normalizes notification across the applications, removing the need for each module to define its own notification process (like cm messages).
The notification engine can be called by PD rule type "Send Notifications", which can be attached to PD workflows at both the phase and workflow levels. Alternatively, you can use Process Designer Send HTML Mail rules to call HTML notifications from the Process Designer workflow.
Change access control
Change Management utilizes the new Process Designer security controls to permit authorized users to create, modify, and close changes and change tasks. The system provides Update authorization options for Never, Always, When Assigned and When assigned to workgroup. For example, one user may be able to create and close changes or tasks but only modify changes assigned to them.
The system provides the construct of a user role which allows administration of many users with a single role definition.
Access to functionality within each module is governed by Service Manager security utilities, which define access based on role and user.
Service Manager provides a security control to segment data between multiple customers. The Mandantan controls identify which customer data a particular user or group can access, update, or both.