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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Prepare a change for approval
Part of Workflow(s):Change approval (ST 2.4)
Applies to User roles: Change Manager
After a change is planned and scheduled by the Change Coordinator, it moves to the Prepare for Change Approval phase. During this phase, the Change Manager reviews the change for completeness and validity and then rejects or updates the change or prepares the change for approval.
To prepare a change for approval, follow these steps:
- From your To Do Queue, select Change from the Queue list and All Open Changes from the View list.
- Expand Phase: Prepare for Change Approval from the record list, and click a change request to view its detail.
- Review the change to verify that it is valid. Reasons a change could be considered invalid are if the information is not complete, it is not compliant with change and company policies, or it has already been raised and rejected in an earlier phase.
- If the change is not valid, select Reject from the More Actions menu on the details toolbar to reject the change. In the Rejection Details wizard, type the reason for the rejection and then click Finish.
- If the change is valid, assess the change impact and risk categorization.
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If you disagree with the impact assessment and risk categorization:
- Update the description with the reason you disagree.
- From the More Actions menu on the details toolbar, click Change Phase > Change Assessment & Planning. Service Manager returns the change to the Change Assessment and Planning phase.
- If you agree with the impact assessment and risk categorization, review the change schedule and plan.
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If you disagree with the change schedule and plan:
- Update the description with the reason you disagree.
- From the More Actions menu on the details toolbar, click Change Phase > Change Assessment & Planning. Service Manager returns the change to the Change Assessment and Planning phase.
- If you agree with the schedule and change plan, determine the level of authorization based on the type, size, or risk of the change, and then select the change approvers.
- Determine whether a Change Advisory Board (CAB) meeting must be scheduled to discuss the change approval or if the change can be authorized by using email or using the automatic notification system.
- Click Close Phase. Service Manager moves the change to the Change Approval phase.
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