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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Create Policy
Concepts
A policy controls the approval requirements for orders placed by consumers in the Service Manager Service Portal.
The Organization Administrator can create new Service Manager Service Portal approval policies: Business Approval, Named, and User Context.
Tasks
Add Business Approval Policy
Note Business Approval policies are recommended and will be the ongoing type of policy for future Service Manager Service Portal releases.
To add a new Business Approval policy:
- From the Launchpad, click the Policies application. The Policies view is displayed.
- In the Policies view, click Add Policy.
- In the New Approval Policy dialog, fill in and select the necessary fields:
- Select Business Approval as the new policy Type. (For details of the policy types, see Policies.)
- Type a descriptive Name for the new policy.
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Select the Business Process Type from the drop-down menu.
Note The business process must already be defined and published in the Business Processes application (for more information see Business Processes).
If you need to create or publish a business process, click the management application link to go to the Business Processes application.
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Click Add Policy in the New Approval Policy dialog to finish and save your changes.
The new Business Approval policy and its properties are displayed.
Add Named Policy
To add a new Named policy:
- From the Launchpad, click the Policies application. The Policies view is displayed.
- In the Policies view, click Add Policy.
- In the New Approval Policy dialog, fill in and select the necessary fields:
- Select Named as the new policy Type. (For details of the policy types, see Policies.)
- Type a descriptive Name for the new policy.
- Select the Approvers.
- Type the number of Minimum Approvals.
- Type the number of Minimum Denials.
- Optional: If Automatic Approval is specified:
- Type the Wait Time (days), which is how long to wait before a request is automatically approved or denied.
- Specify the Response, which determines if the request is automatically approved or denied after the wait time for an order is exceeded.
- Click Add Policy in the New Approval Policy dialog to finish and save your changes.
The new Named policy and its properties are displayed.
Add User Context Policy
To add a new User Context policy:
- From the Launchpad, click the Policies application. The Policies view is displayed.
- In the Policies view, click Add Policy.
- In the New Approval Policy dialog, fill in and select the necessary fields:
- Select User Context as the new policy Type. (For details of the policy types, see Policies.)
- Type a descriptive Name for the new policy.
- Type the Number of Levels, which is the number of managerial levels that are required to approve the request.
- Optional: If Automatic Approval is specified:
- Type the Wait Time (days), which is how long to wait before a request is automatically approved or denied.
- Specify the Response, which determines if the request is automatically approved or denied after the wait time for an order is exceeded.
- Click Add Policy in the New Approval Policy dialog to finish and save your changes.
The new User Context policy and its properties are displayed.
Related Topics
- View Policies - Instructions to view the list of policies.
- View Policy Details – Instructions to view a policy's properties.
- Edit Policy Details – Instructions to edit a policy's properties.
- Delete Policy – Instructions to delete a policy.