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 |
|---|---|---|
|
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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Adding assets to a contract
You can add assets to only the following contract types:
- Lease
- Maintenance
- Support
- Warranty
Add configuration items to a contract
Applies to User roles: System Administrator
In Configuration Management, a company's assets are referred to as configuration items (CIs). CIs comprise items of value to the company, such as software, hardware, or furnishings. Configuration Management identifies, defines, and tracks organizational CIs by creating and managing records for those items. To associate an asset with a contract, you must first add the CI (asset) to the contract. If the terms and conditions of a contract change, you must update your list of assets.
To add configuration items to a contract, follow these steps:
- Click Configuration Management > Contracts > Contracts.
- Use search or advanced search to find one or more records.
- Select a contract record to associate one or more assets to that contract.
- Do one of the following to launch the Select Assets to Add to Contract wizard:
- (For a non-software contract) In the Assets section, click Add Assets.
- (For a software contract) In the Licenses section, click Add Licenses.
- Insert the cursor in the first blank line of the Asset field, and then click Fill .
- Type or select optional search criteria, and click Search to generate a record list of assets.
- Select the asset to associate with the contract, and then click Next
Note If there are multiple assets for this contract, continue to select each of the assets. When you are finished, click Next. Configuration Management returns you to the original Assets or Licenses section and displays all the new assets that you specified.
- To allocate costs equally for all the assets in the contract, click Generate %.
- To allocate costs to an individual asset, double-click the asset link. Service Manager displays the Allocation Information form. Type the percentage of the cost allocated to this asset in the % Cost Allocation field.
- Click Save and then Back to return to the Assets or Licenses section.
- If you want assets to have unequal cost allocations, select them individually.
- You can allocate costs manually for some assets, and then choose Generate % to allocate the remaining assets equally.
