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 |
|---|---|---|
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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 workflows and user tasks
- Create a new change record
- Create a change request from a change proposal
- Create a new change with a Release Management category
- Apply a change model to an existing change record
- Update a change request
- Update multiple change requests
- Update multiple task records
- Return a change request to the requester
- Abandon a change request
- Assign a change owner for a change request
- Assess the risk and impact of a change
- Mark a change as review required
- Prioritize a change request
- Plan and schedule a Standard change
- Use Task Planner to plan change tasks
- Cancel open tasks for a change record
- Validate a Normal change
- Relate a change to another record
- Unrelate a change to another record
- Approve a change request
- Build and test a change
- Implement a Standard change
- Implement an Emergency change
- Implement a Normal change
- Update the CMDB for associated configuration items
- Close a change task
- Review and close a change
- Reopen a change request or task
- View the alert log of a change
- Change the phase of a change
- Change the category of a change
- Print a change request
- Print a change request list
- Set a reminder for a change request
- View a list of services potentially affected by an outages
- Send a notification from a task or change request
- Manually calculate Time Period conflicts for a change
- Access Change Management reports
Manually calculate Time Period conflicts for a change
User Roles: Change Manager; Change Coordinator
Note This feature applies only when Service Manager Calendar and the Time Period Management functionality are used. It does not apply to Release Control time periods if Release Control is used.
When planning a change in the out-of-box system, if you enter a
Note By default, the Disable the Pop-up Window to warn time period conflicts option is not selected in the Time Period global settings, which means Time Period conflict warning messages are displayed in a pop-up window by default; when this option is selected, such warnings are displayed only in the message history box.
Automatic Time Period conflict calculation
Time Period conflict calculation is defined in the Calendar Mapping record for the Change object. To view this record, follow these steps:
- Navigate to System Administration > Ongoing Maintenance > Calendar Administration > Calendar Mappings.
- In the Object field, select Change.
- Click Search. The Calendar Mapping record for Change opens.
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Scroll down to the Time Period Mapping section, and view the following settings:
- Field for Start Date
- Field for End Date
- Time Period Mapping Query
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Query for Time Period Conflict Calculation
For a description of each setting, see Display records from an application module in the calendar.
Manual Time Period conflict calculation
Automatic time period conflict calculation is triggered only when changes are saved to the fields in a change record that are mapped to Field for Start Date and Field for End Date in the Time Period Mapping for Change. There are times when Time Period conflicts need to be manually calculated. For example, when there are updates made to Time Period records or to the Time Period Mapping definition for the Change object, or when you have changed the Category of a change record while the Category field is being referenced in the Query for Time Period Conflict Calculation expression, you need to manually trigger Time Period conflict calculation.
To manually calculate Time Period conflicts for a change record, follow these steps:
- Click Change Management > Search Changes in the System Navigator.
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Locate the change record you want to view.
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Click More or the More Actions menu, and select Calculate Time Period Conflicts.
Note This option is available only for a change that is not closed and is eligible for Time Period conflict calculation based on the settings in the Calendar Mapping for the Change object.
Service Manager recalculates Time Period conflicts for the change record and performs the following actions:
- Displays the following message when the recalculation is complete:
Recalculation of time period conflicts complete. - Clears or turns on the Time Period Conflict flag in the change record according to the recalculation result.
- Displays the following message when the recalculation is complete:
