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Global Search for Requests

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.

Search Tools

The Search Tools are 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 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
  • Details or Timeline
    When searching you can select if you want to search the details of the requests or the Timelines. The Details search is the default search where the provided search string will match with information held in the Summary, Details, Owner, Customer, and Request ID. If Timeline is selected, the provided search string will be match information held in the Timeline of the requests.

Tip

If a migration from the Supportworks application has included the importing of request records, the history on these records will be available on an ooption titled Historic Requests.

Search Results

You may not be able to access some search results because of the Service Manager visibility model When browsing your list of search results, you may notice that the link to some requests is inactive. This is due to the Service Manager visibility model. During a search, the application checks a number of criteria about the request to understand if you should be allowed to access it.

The visibility logic is as follows:

  • Are you the owner of the Request?
  • Are you a member of the team that the Request is assigned to?
  • Are you a member of a team that supports the Service that the Request has been raised against?
  • Are you a member of the Request?
  • Are you the customer of the Request?
  • Did you raise the Request?

If any of these are true, you will be able to click on the request summary and view it in its entirety.

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