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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- Configuration Management workflows and user tasks
- Delete a configuration item (CI) type
- Modify a configuration item (CI) type
- Create a new configuration item (CI) type
- Update Configuration Management policies
- Evaluate the need for a Configuration Management System (CMS) data model update
- Create a new configuration item (CI)
- Create a new model
- Validate a configuration creation change task
- View the audit history of a configuration item
- Plan CI relationship changes from a change record
- Modify a configuration item
- View component reliability
- View component availability
- View the availability plan of a business service
- Create a new configuration report
- Review a modification to a configuration item
- Conduct a configuration audit
- Check related configurations
- Add, delete, or update a master data record
- Validate data sets
- View scheduled maintenance for a configuration item
- Service life cycle management
- Configuration item actual states
- Set the expected state of a configuration item
- Configuration items
Applies to User roles: Configuration Auditor
Review a modification to a configuration item
When you review the modifications made to configuration item (CI) records, you should verify that any change in status is properly recorded. Often changes in status have implications to other stakeholders and departments in the organization. For example, when an asset's status changes from In Stock to In Use, this new status may have financial accounting/depreciation implications. It is important to correctly record the status of each configuration item throughout its entire life cycle.
To review a modification to a CI, follow these steps:
- Click Configuration Management >Resources > Search CIs.
- Use search or advanced search to find one or more records. Enter the CI Identifier or other information that will help you find the modified CI.
- Select the configuration item that was modified.
- Determine whether the information in the CI record must be reviewed or verified, based on documented Configuration Management policies and policies related to finance, procurement, Contract Management, and security procedures.
- Verify if a life cycle event that must be reported to various stakeholders has occurred. Examples include:
- Acceptance of a received item
- Installation of a new asset
- Item was lost or stolen
- Item was retired
- Verify that all the information in the CI record is accurate and complete, based on documented Configuration Management policies and
policies related to finance, procurement, Contract Management, and security procedures. You must also make sure that the modification is the
result of an authorized change request.
- If everything is correct and complete according to Configuration Management policies, open the Audit section and select Audited from the Audit Status list.
- If the CI modification or details are incorrect and incomplete, record the exception by selecting Minor discrepancy found or Critical discrepancy from the Audit Status list. If you maintain an exception report outside of Service Manager, you can also enter it there.
- If there is a discrepancy or exception, create a new incident by clicking Incident Management > Create New Incident. Enter the affected CI (or copy it from the Configuration Item record screen) and other required information, and then click Save.
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