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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- User interaction handling
- Register a complaint
- Register a request for change
- Register a service catalog request
- Register an incident
- Register a request for information
- Update an interaction record
- Check request fulfillment status by Service Manager Service Portal order or request number
- Cancel a new Service Desk interaction
- Reopen an incident
Register a service catalog request
Applies to User roles: Service Desk Agent
You can submit a service catalog request on behalf of a user who requests the service (the service recipient). The request triggers the creation of a Service Desk interaction record.
To register a service catalog request on behalf of a service recipient, follow these steps:
- Click Service Desk > Create New Interaction.
- Move the cursor to the Service Recipient field.
- Click the Fill Field button immediately to the right of the Service Recipient field to display the Search Contact Information screen.
- Move the cursor to the Contact Name field, and then click Search.
- Click the name of the person whose request you will fill. That person’s name appears as the service recipient.
- Select the affected service.
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Select the affected CI.
Note
- The Default Impact and Priority values of the affected CI are automatically populated to the Impact and Urgency fields of the interaction record. You can manually change these automatically populated values if needed.
- If you specify the Impact and Urgency values first and then specify an affected CI with an empty Default Impact or Priority value, the Impact or Urgency value that you selected for the interaction record is cleared.
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In the More drop-down list, select Order from Catalog.
Note Once you click Order from Catalog, you cannot change the service recipient. If you must change the service recipient, cancel the current interaction and create a new one.
Service Manager prompts you to choose a category, after which the new interaction form is displayed. However, if a default category is defined in Service Desk > Administration > Settings, you are not prompted to choose a category, and the the new interaction form is displayed with the category field pre-populated.
- Use one of the following methods to add items to your cart:
- Search for the desired cart items
The items for which you search are filtered against the service recipient's capability words. Items that match the search criteria do not display in search results unless the service recipient has the required capability words. - Select from Most Popular Requests
The Most Popular Requests list displays only the cart items that are allowed by the service recipient's capability words. - Browse the service catalog
The service catalog displays only the categories, items, and bundles that are allowed by the service recipient's capability words.
- Search for the desired cart items
- After you add the desired items to your cart, click View Cart.
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If needed, click Remove to remove an item or click View Catalog to add more items to your cart, and then click View Cart again.
Note Be sure to click View Cart each time before you click Return to Request in the next step. If you do not do this, Service Manager asks if you wish to cancel. If you select Yes, your requested items are canceled.
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Click Return to Request.
- Fill in the blank fields on the Interaction Details screen, and then click Save.
The catalog items you that requested appear in the Catalog Items section of the interaction record.
Related topics
What is a Service Desk interaction?
Working with Service Desk interaction records
Associating a Service Desk interaction with another application record
More Actions menu
Searching records
Register a complaint
Register a request for information
Register an incident
Register a request for change
Update an interaction record
Cancel a new Service Desk interaction
Search for a solution