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
|
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. |
Using Boolean Operators
| Search for | Operator | Example |
|---|---|---|
|
Two or more words in the same topic |
|
|
| Either word in a topic |
|
|
| Topics that do not contain a specific word or phrase |
|
|
| Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
|
| A combination of search types | ( ) parentheses |
|
- Navigating the UI
- Menus
- More Actions menu
- List and detail toolbars
- To Do list
- Views and favorites
- Switching the System Navigator
- Menu item order in the System Navigator
- Change the System Navigator menu item order option
- Add a folder to the System Navigator
- Collapse open folders in the System Navigator
- Delete a node in the System Navigator
- Accessing an application
To Do list
The To Do list is the first screen all Service Manager users see when they log in to the Windows client. Users who log in to the web client will also see a To Do list, unless they are using an operator that has been set up to see a dashboard home page instead.
The To Do list displays a list of records in the operator's To Do queue. The operator can use the Queue and View fields to display different record lists, depending on the selections made in each of these fields. The operator's user role and profile determine the selections available in the Queue and View fields.
For example, an operator might select the Interaction queue in the Queue field and Self-Service Interactions in the View field to display a list of all open self-service interactions to which the operator has access. Once a list of records appears, the operator double-clicks a record to display the details of the record.
The To Do list includes active links on the left-side of the form that allow an operator to perform tasks, such as searching for or creating a new record, depending on the queue and view selected and operator access privileges.
