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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Approvals
Concepts
If you are designated as an approver of requests, you are responsible for approving or denying requests made for a predetermined set of catalog items.
Tasks
Access approvals:
- Select Approvals from the avatar drop-down menu in the Service Manager Service Portal. The Approval List view displays. View approvals for orders you've placed, as well as any approvals that require your attention.
- Scroll up and down to browse approvals, search by keyword, and set filters to customize the display.
Search Approvals
Enter text in the search box to locate approvals with request names or user names that contain the specified keyword or string.
Sort Approvals
Change the order in which approvals are displayed. Use the drop-down list on the right side above the list to sort by newest, oldest, price, or by name (alphabetical or reverse alphabetical).
Filter Approvals
Refine the results of the approvals displayed by selecting the Open Approvals or All Approvals tab.
View an Approval
Click on an approval to view its details. See View Approval Details for more information.
Approve or Deny Approval Requests
- When you click the approve button, a confirmation dialog displays. Click Continue to approve, or Cancel to leave the approval request unchanged.
- When you click the deny button, a confirmation dialog displays that contains a field for entering the reasons for denying the request. Click Continue to deny, or Cancel to leave the approval request unchanged.
Caution If your Service Manager (SM) system uses the out-of-box Change workflows, inconsistent status will be displayed after a Change is denied in Service Manager Service Portal. This issue is due to the automatic transition between the authorization phase and its previous phase in the out-of-box Change workflow. Once a Change is denied, it automatically moves back to its prior phase and the approval status is automatically reset from Denied.
Related Topics