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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Plan and schedule a change
Part of Workflow(s):Change assessment and planning (ST 2.3)
Applies to User roles:Change Coordinator
After assessing the change impact and risk and registering the results of your assessment, you can plan and schedule the change.
To plan and schedule a change, follow these steps:
- From your To Do queue, select Change from the Queue list and My Open Changes from the View list.
- Expand Phase: Change Assessment Planning from the record list and click the change request.
- In the Change Details section, enter the Planned Start and Planned End dates.
- Type the details of the plan changes in the Plan field.
- Click Close Phase. The phase status changes from Change Assessment & Planning to Change Approval.
Change assessment and planning (ST 2.3)