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 definitions
The Approval Definition is a static file that defines the approval groups and the approval conditions associated with a particular approval group, as well as their valid functional area.
An Approval Definition record defines the basics of an approval requirement. The approval condition for each requirement can be based on any field in the source record, such as cost, category, assignments, or priority.
Access approval definitions
Applies to User roles: Request Administrator, System Administrator
An approval definition record defines the basics of an approval requirement. The approval condition for each requirement can be based on any field in the source record, such as cost and category.
To access approval definitions:
- Click Request Management > Maintenance > Supporting Files > Approval Definitions.
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Add optional search criteria, and then click Search.
A record list of current approval definition records opens.
- Click a record to open it.
- Click Next or Previous to scroll through the list of records and see the specifics for each record.
- Click Back to go back to the search screen.
- Click Delete to delete a record.
- Click Save if you make any changes.
- To add a new record, do the following:
- In the Name field, clear the name of the current record and type a unique new name for this new record.
- Add or change information on the form to set up the new approval definition record. For example, type an Approval Description and set the Approval Type.
Click Add to add the new record.
Caution When you are adding a new record from an existing record, make sure you do not click Save. Doing so will replace the existing record with the new record you are attempting to add.
Related topics
Using approvals
Approval type group options