Difference between revisions of "Global Search for Requests"

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(Created page with "== Introduction == The Global Search for Requests allows you to locate Service Manager requests, including incidents, problems, changes, and service requests. When using the ...")
 
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:* Any Type
 
:* Any Type
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:: Allows you to select a single request type to be included in the results page.  The requests types include Incident, Service Request, Change, Problem, and Known Error. 
* Any Status
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:* Any Status
* Any Owner
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:: Allows you to select a single status of requests to be included in the results page.  The statuses include New, Open, Close, and Resolved
* Any Customer
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:* Any Owner
* Any Service
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:: A single owner can be selected using the Co-worker search.  Once a co-worker is select, only the requests where that co-worker is the owner, will be in the results
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:* Any Customer
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:: A single customer can be selected using the customer search.  The Seach Customer will return both contacts and co-workers.  Once a customer is selected, only requests where that contact or co-worker is the customer of the request, will be displayed.
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:* Any Service
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:: Select a single service from the list of services to produce search results that only contain requests belonging to that service

Revision as of 04:52, 6 March 2017

Introduction

The Global Search for Requests allows you to locate Service Manager requests, including incidents, problems, changes, and service requests. When using the Global Search a number of entities can be selected on the left hand side of the service. The Requests entity will only be available when Service Manager is installed and will only be visible to user that have rights to use Service Manager.


Advanced Search

The Advanced Search is accessed by an arrow located on the right hand side of the search field. By clicking on this arrow the following search options are made available to improve on your search.

  • Any Type
Allows you to select a single request type to be included in the results page. The requests types include Incident, Service Request, Change, Problem, and Known Error.
  • Any Status
Allows you to select a single status of requests to be included in the results page. The statuses include New, Open, Close, and Resolved
  • Any Owner
A single owner can be selected using the Co-worker search. Once a co-worker is select, only the requests where that co-worker is the owner, will be in the results
  • Any Customer
A single customer can be selected using the customer search. The Seach Customer will return both contacts and co-workers. Once a customer is selected, only requests where that contact or co-worker is the customer of the request, will be displayed.
  • Any Service
Select a single service from the list of services to produce search results that only contain requests belonging to that service