Service Manager powered by HEAT

Default Saved Searches

Search Criteria Example

Default Saved Searches for Approvals

Default Saved Searches for Changes

Default Saved Searches for Configuration Items

Default Saved Searches for HEAT DSM-Managed Software

Default Saved Searches for Expense Lines

Default Saved Searches for Events

Default Saved Searches for Incidents

Default Saved Searches for Knowledge

Default Saved Searches for Licensing

Default Saved Searches for Logs

Default Saved Searches for Portfolio

Default Saved Searches for Problems

Default Saved Searches for Projects

Default Saved Searches for Project Calendar

Default Saved Searches for Purchase Items

Default Saved Searches for Releases

Default Saved Searches for Service Agreements

Default Saved Searches for Service Requests

Default Saved Searches for Software Inventory

Default Saved Searches for Survey Metric View

Default Saved Searches for Survey Owner

Default Saved Searches for Survey Owner Team

Default Saved Searches for Survey Service

Default Saved Searches for Transaction Audit Logs

Default Saved Searches Not Listed Above

Search Criteria Example

The search criteria for unassigned service requests looks like this in the user interface:

Search Criteria for Unassigned Service Requests

The search criteria for unassigned service requests are expressed in the tables below as:

Business Object Field Operator Criteria
Service Request Owner Is Empty

 

AND      
Service Request Status Not Equal to Cancelled
AND      
Service Request Status Not Equal to Closed

Default Saved Searches for Approvals

Search Name

Search Criteria

Available to Role

Change Approvals Approval Vote Tracking > PrimaryParentCategory > Equal to > Change

Administrators

Change Manager

Release Manager

My Completed Approvals

Approval Vote Tracking > Owner > Equal to > $(CurrentUserEmail())

AND

Approval Vote Tracking > Status > Not Equal to > Pending

Administrators

Business Unit Manager

Change Manager

Configuration Manager

Guests

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service

Service Desk Analyst

Service Desk Manager

Service Owner

My Pending Approvals

Approval Vote Tracking > Owner > Equal to > $(CurrentUserEmail())

AND

Approval Vote Tracking > Status > Equal to > Pending

Default Saved Searches for Changes

Search Name

Search Criteria

Published to Role
Active Changes Change > Status > Not In List > Cancelled, Closed, Denied

Change Manager

All Changes Change > RecId > Is Not Empty

Change Manager

All Scheduled Changes Change > Status > Equal to > Scheduled

Administrators

Change Manager

Configuration Manager

Guests

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service

Service Desk Analyst

Service Desk Manager

Service Owner

Changes Closed Last 30 days

Change > Closed On > Greater or Equal > $(LastThirtyDays())

Change Manager

Changes Created last 30 days

Change > Created On > Greater or Equal > $(LastThirtyDays())

Change Manager

Changes for Pivot Table

Change > Status > Not In List > Cancelled, Closed, Deferred, Denied, Implemented, Logged

Change Manager

Changes Pending Approval

Change > Status > Equal to > Pending Approval

Change Manager

Changes Scheduled in Last 7 days

Change > Status > Equal to > Scheduled

AND

Change > ScheduledStartDate > Greater or Equal > $(LastSevenDays())

Change Manager

Changes Scheduled This Month

Change > ScheduledStartDate > Greater or Equal > $(StartOfThisMonth())

AND

Change Status Equal to Scheduled

Change Manager

Changes This Year and not closed

Change Created On Greater or Equal $(StartOfThisYear())

AND

Change > Status > Not Equal to > Closed

Change Manager

Changes With Inventory Items linked

CI via ChangeAssociatedCI (0...N : 0...M) > RecID > Is Not Empty

Change Manager

Denied Changes

Change > Status > Equal to > Denied

Change Manager

Emergency changes

Change > Status > Not Equal to > Closed

AND

Change > Change Type > Equal to > Emergency

Change Manager

Implemented Changes

Change > Status > Equal to > Implemented

Change Manager

Major changes

Change > TypeOfChange > Equal to > Major

AND

Change > Status > Not Equal to > Closed

Change Manager

Minor changes

Change > TypeOfChange >Equal to > Minor

AND

Change > Status> Not Equal to > Closed

Change Manager

My Active Changes

Change > RequestedBy > Equal to > $(CurrentUserDisplayName())

AND

Change > Status > Not Equal to > Closed

Change Manager

My Changes

Change > RequestedBy > Equal to > $(CurrentUserDisplayName())

Change Manager

Non Emergency Changes

Change > Status > Not In List > Cancelled, Closed, Deferred, Denied

AND

Change > TypeOfChange > Not Equal to > Emergency

Change Manager

Priority 1 Changes

Change > Priority > Equal to > 1

AND

Change > Status > Not Equal to > Closed

Change Manager

Request Changes

Change > Status > Equal to > Requested

Change Manager

Requested Changes

Change > Status > Equal to > Requested

Administrators

Change Manager

Configuration Manager

Guests

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service

Service Desk Analyst

Service Desk Manager

Service Owner

Significant Changes

Change > Change Type > Equal to > Significant

AND

Change > Status > Not Equal to > Closed

Change Manager

Standard Changes

Change > Change Type > Equal to > Standard

AND

Change > Status > Not Equal to > Closed

Change Manager

Default Saved Searches for Configuration Items

The configuration item business object is a group object, which means that it includes a group of member business objects within its definition.

Available from the CI workspace:

Search Name

Search Criteria

Published to Role
All CIs CI > RecId > Is Not Empty

Administrators

Change Manager

Configuration Manager

ISM Discovery Analyst

ISM Discovery Manager

Guest

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service User

Service Desk Analyst

Service Desk Manager

Service Owner

Audited Devices

CI > Category > Equal to > Computer

AND

CI > Agent Status > Equal to > Installed

Administrators

Configuration Manager

CIs with Changes

Change > RecId > Is Not Empty

Administrators

Change Manager

Configuration Manager

CIs for Daily Remote Scan

CI > Remote Scan Interval > Equal to > Daily

Administrators

Configuration Manager

 

CIs for Weekly Remote Scan

CI > Remote Scan Interval > Equal to > Weekly

CIs with Active Changes

Change via ChangeAssociatedCI (0...N : 0...M) > Change ID > Greater than > 0

AND

Change via ChangeAssociatedCI (0...N : 0...M) > Status > In List > Implemented, Pending Approval, Requested, Scheduled

Administrators

Business Unit Manager

Change Manager

Configuration Manager

Guests

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service

Service Desk Analyst

Service Desk Manager

Service Owner

CIs with Active Releases

Release via ReleaseProjectAssocCI (0...N : 0...1) > Release ID > Greater than > 0

AND

Release via ReleaseProjectAssocCI (0...N : 0...1) > Status > In List > Active, Requested, Waiting

CIs with Associated Incidents

Incident via IncidentAssociatesCI (0...N : 0...M) > Incident ID > Greater than > 0

Computer CIs

CI > Configuration Item Type > Equal to > Computer

OR

CI > Configuration Item Type > Equal to > VirtualWorkstation

OR

CI > Configuration Item Type > Equal to > VirtualServer

OR

CI > Configuration Item Type > Equal to > Server

OR

CI > Configuration Item Type > Equal to > Workstation

Administrators

Configuration Manager

CIs in Change Control

CI > IsInChangeControl > Equal to > Yes

Administrators

Configuration Manager

Computer CIs with Active Tasks

Agent Task via CIAssociatedSystemTaskAgent (0...1 : 0...N) > Status > In List > Acknowledged, InProgress, Issued, Pending, Responded

AND

CI > Configuration Item Type > Equal to > Computer

OR

CI > Configuration Item Type > Equal to > VirtualWorkstation

OR

CI > Configuration Item Type > Equal to > VirtualServer

OR

CI > Configuration Item Type > Equal to > Server

OR

CI > Configuration Item Type > Equal to > Workstation

Administrators

Configuration Manager

License Manager

Computer CIs with CPU

CI > Category > Equal to > Computer

AND

CI > CPU Name > Is Not Empty

Administrators

Configuration Manager

 

Computer CIs with Disk Space

CI > Category > Equal to > Computer

AND

CI > Free Disk Space(%) > Greater than > 0

Computer CIs with Memory

CI > Category > Equal to > Computer

AND

CI > Total Memory > Greater than > 0

Administrators

Configuration Manager

 

Computer CIs with Operating Systems

CI > Category > Equal to > Computer

AND

CI > Operating System > Is Not Empty

AND

CI > Operating System > Not Equal to > Unknown

Managed Computers CI > Category > Equal to > Computer

Administrators

Business Unit Manager

Change Manager

Configuration Manager

Guests

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service

Service Desk Analyst

Service Desk Manager

Service Owner

Retired CIs

CI > Status > Equal to > Disposed

OR

CI > Status > Equal to > Archived

Services with SLA Compliance Data for Demo

CI > Configuration Item Type > Equal to > Service

AND

CI > Name > Equal to > Benefits Management

OR

CI > Name > Equal to > Data Service

OR

CI > Name > Equal to > Desktop Service

OR

CI > Name > Equal to > Email Service

OR

CI > Name > Equal to > Service Desk

Administrators

Business Unit Manager

Change Manager

Configuration Manager

Guests

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service

Service Desk Analyst

Service Desk Manager

Service Owner

Default Saved Searches for HEAT DSM-Managed Software

Search Name

Search Criteria

Available to Role

All DSM Managed Software

DSM Managed Software > DSMId > Is Not Empty

Administrators

Business Unit Manager

Change Manager

Configuration Manager

Guest

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service

Service Desk Analyst

Service Desk Manager

Service Owner

DSM Managed Software by ITSM

DSM Managed Software > DSMId > Is Not Empty

AND

DSM Managed Software > AssignableBy > Not Equal to > DSM Only

Administrators

Change Manager

Configuration Manager

Default Saved Searches for Expense Lines

Search Name

Search Criteria

Available to Role

Expense Items this Month

Expense Line > Created On > Greater or Equal > $(StartOfThisMonth())

AND

Expense Line > Created On > Less or Equal > $(EndOfThisMonth())

AND

Expense Line > ItemExpense > Not Equal to > 0

Personal use for Admin only

Service Expense in Last 30 days

Expense Line > Created On > Greater or Equal > $(LastThirtyDays())

AND

Expense Line > Type > Equal to > Service

AND

Expense Line > TotalExpense > Not Equal to > 0

Personal use for Admin only

Service Expense Items in Last 30 days

Expense Line > Created On > Greater or Equal > $(LastThirtyDays())

AND

Expense Line > ItemExpense > Not Equal to > 0

AND

Expense Line > Type > Equal to > Service

Personal use for Admin only

Service Expenses Expense Line > Type > Equal to > Service

Personal use for Admin only

Service Expenses this Month

Expense Line > Created On > Greater or Equal > $(StartOfThisMonth())

AND

Expense Line > Created On > Less or Equal > $(EndOfThisMonth())

AND

Expense Line > RolledUpExpense > Not Equal to > 0

AND

Expense Line > Type > Equal to > Service

Personal use for Admin only

Default Saved Searches for Events

Search Name

Search Criteria

Available to Role

Archive

Transaction Audit Log > Modified On > Less or Equal > $(AddDays(-GetGlobal("ArchiveAge"), CurrentDate()))

Administrators

Create Events Only

Transaction Audit Log > Event Type > Equal to > Create

Administrators

Service Desk Manager

Delete Events Only Transaction Audit Log > Event Type > Equal to > Delete

Administrators

Service Desk Manager

Update Events Only Transaction Audit Log > Event Type > Equal to > Update

Administrators

Service Desk Manager

View Events Only Transaction Audit Log > Event Type > Equal to > View

Administrators

Service Desk Manager

All Outage Events

Event > Record Identifier > Is Not Empty

AND

Event > Is Outage > Equal to > Yes

All

Default Saved Searches for Incidents

Beginning with Release 2017.3 the Default Search for the Incident business object has been set to All Active Incidents. Existing customers will continue to see the previously set Default Search for their environment.

However, the default search set for the Role you use to log in to the system, will always take precedence over the Default Search setting for the business object.

For example if you are logged in as a Service Desk Analyst and the default search for your role is All Open Escalated Incidents, then that search is displayed when you log in.

Search Name

Search Criteria

Published to Role

Active Incidents this Year

Incident > Status > Equal to > Active

AND

Incident > CreatedDateTime > Greater than > $(StartOfThisYear())

Problem Manager

Service Desk Analyst

Service Desk Manager

All Active Incidents

Incident > Status > Equal to > Active

Administrators

Service Desk Analyst

Service Desk Manager

All Active Master Incidents

Incident > Master Incident > Equal to > Yes

AND

Incident > Status > Not Equal to > Closed

Administrators

Service Desk Analyst

Service Desk Manager

All Active Priority 1 Incidents

Incident > Priority > Equal to > 1

AND

Incident > Status > Equal to > Active

Administrators

Service Desk Analyst

Service Desk Manager

All Active VIP Incidents

Incident > IsVIP > Equal to > Yes

AND

Incident > Status > Equal to > Active

Administrators

Service Desk Analyst

Service Desk Manager

All Incidents waiting for Analyst for more than 1 day

Incident > Status > Equal to > Logged

AND

Incident > CreatedDateTime > Greater than > $(Yesterday())

AND

Incident Owner Is Empty

Administrators

Service Desk Analyst

Service Desk Manager

All Incidents Breaching in the Next 24 Hours

Incident > Status > Not In List > Closed, Resolved

AND

Escalation Watch via IncidentAssocResolutionEscWatch (0...1 : 0...1) > BreachDateTime > Greater or Equal > $(CurrentDateTime())

AND

Escalation Watch via IncidentAssocResolutionEscWatch (0...1 : 0...1) > BreachDateTime > Less or Equal > $(DateAdd('day', 1, CurrentDateTime()))

Administrators

Service Desk Manager

All Incidents created in last 12 month Incident > CreatedDateTime > Greater or Equal > $(Last365Days())

Service Desk Analyst

Service Desk Manager

All Incidents linked to Problem

Problem via ProblemAssociatesIncident (0...N : 0...1) > RecId > Is Not Empty

AND

Incident > RecId > Is Not Empty

Administrators

Problem Manager

Service Desk Manager

All Incidents Not Closed

Incident > Status > Not Equal to > Closed

All

All incidents not logged and closed Incident > Status > Not In List > Closed, Logged

Administrators

All Incidents Resolved on First Call

Incident > Status > In List > Closed, Resolved

AND

Incident > FirstCallResolution > Equal to > Yes

Administrators

Service Desk Manager

All Incidents waiting for Analyst

Incident > Status > Equal to > Logged

AND

Incident > Owner > Is Empty

Administrators

Service Desk Analyst

Service Desk Manager

All Incidents with Changes

Change (0...N : 0...M) > RecId > Is Not Empty

AND

Incident > RecId > Is Not Empty

Administrators

Change Manager

Service Desk Manager

All Open Escalated Incidents

Incident > Status > Not In List > Closed, Resolved

AND

Escalation Watch via IncidentAssocResolutionEscWatch (0...1 : 0...1) > BreachPassed > Equal to > Yes

Administrators

Change Manager

Configuration Manager

Guest

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service User

Service Desk Analyst

Service Desk Manager

Service Owner

First Call Resolution Incident > FirstCallResolution > Equal to > Yes

Administrators

Incidents Under Master Incident Incident > MasterIncidentLink_RecID > Is Not Empty

Administrators

Service Desk Analyst

Service Desk Manager

My Active

Incident > Status > Equal to > Active

AND

Incident > Owner > Equal to > $(CurrentLoginId())

Administrators

Business Unit Manager

Change Manager

Guests

Knowledge Engineer

Knowledge Manager

Problem Manager

Self Service

Service Desk Analyst

Service Desk Manager

My Guest

My Active Priority 1 Incidents

Incident > Status > Not in List > Closed, Resolved

AND

Incident > Owner > Equal to > $(CurrentLoginId())

AND

Incident > Priority > Equal to > 1

Service Desk Analyst

My Breached Incidents

Escalation Watch via IncidentAssocResolutionEscWatch (0...1 : 0...1) > BreachPassed > Equal to > Yes

AND

Incident > Owner > Equal to > $(CurrentUserTeamNames())

Service Desk Analyst

My Closed Incidents in last 30 days

Incident > ClosedBy > Equal to > $(CurrentUserTeamNames())

AND

Incident > Status > Equal to > Closed

AND

Incident > ClosedDateTime > Greater or Equal > $(LastThirtyDays())

Service Desk Analyst

My Incidents

Incident > Owner > Equal to > $(CurrentUserTeamNames())

Service Desk Analyst

My Incidents Breaching in the Next 24 Hours

Escalation Watch via IncidentAssocResolutionEscWatch (0...1 : 0...1) > Breach Passed > Equal to > Yes

AND

Incident > Owner > Equal to > $(CurrentLoginId())

AND

Escalation Watch via IncidentAssocResolutionEscWatch (0...1 : 0...1) > BreachDateTime > Greater or Equal > $(CurrentDateTime())

AND

Escalation Watch via IncidentAssocResolutionEscWatch (0...1 : 0...1) > BreachDateTime > Less or Equal > $(DateAdd('day', 1, CurrentDateTime()))

Service Desk Analyst

My Team's Active Incident - Assignment Closed

Incident > Status > Equal to > Active

AND

Task (0...1 : 0...N) > Status > Equal to > Completed

AND

Incident > Team > In List > $(CurrentUserTeamNames())

Administrators

Service Desk Manager

My Team's Active Incidents

Incident > Status > Equal to > Active

AND

Incident > Team > In List > $(CurrentUserTeamNames())

Administrators

Business Unit Manager

Change Manager

Knowledge Manager

Problem Manager

Self Service

Service Desk Analyst

Service Desk Manager

 

My Team's Active Incidents All Tasks Completed

Incident > Status > Equal to > Active

AND

Task (0...1 : 0...N) > Status > Equal to > Completed

AND

Incident > Team > In List > $(CurrentUserTeamNames())

My Team's Active Priority 1 Incidents

Incident > Status > Not in List > Closed, Resolved

AND

Incident > Priority > Equal to > 1

AND

Incident > Team > In List > $(CurrentUserTeamNames())

Administrators

Business Unit Manager

Change Manager

Knowledge Manager

Problem Manager

Self Service

Service Desk Analyst

Service Desk Manager

 

My Team's Active VIP Incidents

Incident > Status > Equal to > Active

AND

Incident > IsVIP > Equal to > Yes

AND

Incident > Team > In List > $(CurrentUserTeamNames())

My Team's All Incident

Incident > RecId > Is Not Empty

AND

Incident > Team > In List > $(CurrentUserTeamNames())

Service Desk Manager

My Team's Breached Incidents

Escalation Watch via IncidentAssocResolutionEscWatch (0...1 : 0...1) > BreachPassed > Equal to > Yes

AND

Incident > Status > In List > Active, Logged

AND

Incident > Team > In List > $(CurrentUserTeamNames())

Administrators

Business Unit Manager

Change Manager

Knowledge Manager

Problem Manager

Self Service

Service Desk Analyst

Service Desk Manager

 

My Team's Closed Incident - Active Assignments

Incident > Status > In List > Closed, Resolved

AND

Task via IncidentAssocTaskAssignment (0...1 : 0...N) > Status > Not Equal to > Completed

AND

Incident Team In List $(CurrentUserTeamNames())

My Team's Closed Incidents

Incident > Status > Equal to > Closed

AND

Incident > Team > In List > $(CurrentUserTeamNames())

Administrators

Business Unit Manager

Change Manager

Knowledge Manager

Problem Manager

Self Service

Service Desk Analyst

Service Desk Manager

 

My Team's Incidents Breaching in the Next 24 Hours

Escalation Watch via IncidentAssocResolutionEscWatch (0...1 : 0...1) > BreachDateTime > Greater or Equal > $(CurrentDateTime())

AND

Incident > Status > Not In List > Closed, Resolved

AND

Incident > Team > In List > $(CurrentUserTeamNames())

AND

Escalation Watch via IncidentAssocResolutionEscWatch (0...1 : 0...1) > BreachDateTime > Less or Equal > $(DateAdd('day', 1, CurrentDateTime()))

My Team's Incidents Linked to Problem

Incident > RecId > Is Not Empty

AND

Problem (0...N : 0...1) > RecId > Is Not Empty

AND

Incident > Team > In List > $(CurrentUserTeamNames())

Administrators

Business Unit Manager

Change Manager

Knowledge Manager

Problem Manager

Self Service

Service Desk Analyst

Service Desk Manager

 

My Team's Incidents Resolved on First Call

Incident > Status > In List > Closed, Resolved

AND

Incident > FirstCallResolution > Equal to > Yes

AND

Incident > Team > In List > $(CurrentUserTeamNames())

My Team's Incidents with Changes

Change (0...N : 0...M) > RecId > Is Not Empty

AND

Incident > RecId > Is Not Empty

AND

Incident > Team > In List > $(CurrentUserTeamNames())

Service Desk Manager

Open Incidents

Incident > Status > Not In List > Closed, Resolved

Administrators

Unassigned Self Service Incidents

Incident > Status > Equal to > Logged

AND

Incident > Owner > Is Empty

Administrators

Business Unit Manager

Change Manager

Guests

Knowledge Engineer

Knowledge Manager

Problem Manager

Self Service

Service Desk Analyst

Service Desk Manager

My Guest

Default Saved Searches for Knowledge

Search Name

Search Criteria

Published to Role

All Articles Knowledge > RecId > Is Not Empty

Administrators

Knowledge Engineer

Knowledge Manager

Problem Manager

Service Desk Analyst

Service Desk Manager

 

All Articles Archived this month

Knowledge > Status > Equal to > Archived

AND

Knowledge > Modified On > Greater or Equal > $(LastThirtyDays())

All Articles created in the last 30 days Knowledge > Created On > Greater or Equal > $(LastThirtyDays())

Administrators

Knowledge Engineer

Knowledge Manager

Problem Manager

Service Desk Analyst

Service Desk Manager

 

All Articles created this month

Knowledge > CreatedDateTime > Greater or Equal > $(StartOfThisMonth())

All Articles in draft this month

Knowledge > Status > Equal to > Draft

AND

Knowledge > Modified On > Greater or Equal > $(LastThirtyDays())

Administrators

Knowledge Engineer

Knowledge Manager

Problem Manager

Service Desk Analyst

Service Desk Manager

 

All Articles in review this month

Knowledge > Status > Equal to > Reviewed

AND

Knowledge > Modified On > Greater or Equal > $(LastThirtyDays())

Articles modified in the last 30 days

Knowledge > Modified On > Greater or Equal > $(LastThirtyDays())

Administrators

Knowledge Engineer

Knowledge Manager

Problem Manager

Service Desk Analyst

Service Desk Manager

 

Articles published this month

Knowledge > Status > Equal to > Published

AND

Knowledge > Modified On > Greater or Equal > $(LastThirtyDays())

Articles rejected this month

Knowledge > Status > Equal to > Rejected

AND

Knowledge > Modified On > Greater or Equal > $(LastThirtyDays())

Administrators

Knowledge Engineer

Knowledge Manager

Problem Manager

Service Desk Analyst

Service Desk Manager

 

Articles retired this month

Knowledge > Status > Equal to > Expired

AND

Knowledge > Retired Date > Greater or Equal > $(LastThirtyDays())

Articles reviewed this month

Knowledge > Status >Equal to > Reviewed

AND

Knowledge > Modified On > Greater or Equal > $(LastThirtyDays())

Administrators

Knowledge Engineer

Knowledge Manager

Problem Manager

Service Desk Analyst

Service Desk Manager

 

Articles this year

Knowledge > Created On > Greater or Equal > $(StartOfThisYear())

Articles updated this month

Knowledge > Modified On > Greater or Equal > $(StartOfThisMonth())

Administrators

Knowledge Engineer

Knowledge Manager

Problem Manager

Service Desk Analyst

Service Desk Manager

 

Articles which solved Incidents

Incident via IncidentAssocFRS_Knowledge (0...N : 0...M) > Status > In List > Closed, Resolved

Articles with Feedback

Knowledge Feedback via FRS_KnowledgeContainsKMFeedback (0...1 : 0...N) > KMFeedbackType > Equal to > ArticleFeedback

Administrators

Knowledge Engineer

Knowledge Manager

Problem Manager

Service Desk Analyst

Service Desk Manager

 

Articles with Feedback in last 30 days

Knowledge Feedback via FRS_KnowledgeContainsKMFeedback (0...1 : 0...N) > KMFeedbackType > Equal to > ArticleFeedback

AND

Knowledge Feedback via FRS_KnowledgeContainsKMFeedback (0...1 : 0...N) > CreatedDateTime > Greater or Equal > $(LastThirtyDays())

Articles with Feedback this month

Knowledge Feedback via FRS_KnowledgeContainsKMFeedback (0...1 : 0...N) > KMFeedbackType > Equal to > ArticleFeedback

AND

Knowledge Feedback via FRS_KnowledgeContainsKMFeedback (0...1 : 0...N) > CreatedDateTime > Greater or Equal > $(StartOfThisMonth())

Administrators

Knowledge Engineer

Knowledge Manager

Problem Manager

Service Desk Analyst

Service Desk Manager

Articles with pending actions

Knowledge Feedback via FRS_KnowledgeContainsKMFeedback (0...1 : 0...N) > Status > Equal to > Logged

OR

Knowledge Feedback via FRS_KnowledgeContainsKMFeedback (0...1 : 0...N) > Status > Equal to > Assigned

OR

Knowledge Feedback via FRS_KnowledgeContainsKMFeedback (0...1 : 0...N) > Status > Equal to > Accepted

Administrators

Knowledge Engineer

Knowledge Manager

Problem Manager

Service Desk Analyst

Service Desk Manager

 

My Authored Articles

Knowledge > Author > Equal to > $(CurrentLoginId())

My Owned Articles

Knowledge > Owner > Equal to > $(CurrentLoginId())

Viewed Knowledge Articles

Knowledge > View Count > Greater than > 0

Administrators

Knowledge Manager

Service Desk Analyst

Service Desk Manager

Default Saved Searches for Licensing

Search Name

Search Criteria

Available to Role

Software Compliance Summary - Microsoft

Manufacturer via FRS_LM_ManufacturerComplianceSummaryAssocManufacturer (0...N : 0...1) > Manufacturer > Equal to > Microsoft Corporation

AND

Organizational Unit via FRS_LM_ManufacturerComplianceSummaryAssocOrganizationalUnit (0...N : 0...1) > Record Identifier > Is Empty

Administrators

Configuration Manager

License Manager

Underlicensed Manufacturer Manufacturer Compliance Summary > Under Licensed Products > Greater than > 0

Administrators

Configuration Manager

License Manager

Fully Licensed Products Product Compliance Summary > Unlicensed Count > Equal to > 0

Configuration Manager

License Manager

Fully Unlicensed Product Compliance Summary > Instance Count > Equal to > $([This]UnlicensedCount)

Administrators

Configuration Manager

License Manager

Latest Reconciliation Results Software Product via Active_FRS_LM_ProductComplianceSummaryAssocFRS_LM_SoftwareProduct (0...1 : 0...1) > Record Identifier > Is Not Empty

Administrators

Configuration Manager

License Manager

Under licensed

Product Compliance Summary > Unlicensed Count > Greater than > 0

AND

Product Compliance Summary > Reconciliation Type > Equal to > Per-Install

Administrators

Configuration Manager

License Manager

Purchase Items with Associated SKUs SKU via FRS_LM_PurchaseItemAssocFRS_LM_SKU (0...N : 0...1) > Record Identifier > Is Not Empty

Administrators

Configuration Manager

License Manager

Purchase Items with No Entitlements Entitlement via FRS_LM_EntitlementAssocFRS_LM_PurchaseItem (0...1 : 0...N) > Record Identifier > Is Empty

Administrators

Configuration Manager

License Manager

Purchase Items without Associated SKUs

SKU via FRS_LM_PurchaseItemAssocFRS_LM_SKU (0...N : 0...1) > Record Identifier > Is Empty

Administrators

Configuration Manager

License Manager

All Licensable Products Software Product > IsLicensable > Equal to > Yes

Administrators

Configuration Manager

License Manager

CAL Licensable Products Software Product > Is CAL Licensable > Equal to > Yes

Administrators

Configuration Manager

License Manager

Products with Compliance Data Product Compliance Summary via Active_FRS_LM_ProductComplianceSummaryAssocFRS_LM_SoftwareProduct (0...1 : 0...1) > Record Identifier > Is Not Empty

Administrators

Configuration Manager

License Manager

Default Saved Searches for Logs

Search Name

Search Criteria

Available to Role

ALL Logs > Log Entry Id > Is Not Empty

Administrators

Archive Logs > Log DB Time > Less or Equal > $(AddDays(-GetGlobal("ArchiveAge"), CurrentDate()))

Administrators

DEBUG Logs > Log Severity > Equal to > DEBUG

Administrators

ERROR ONLY Logs > Log Severity > Equal to > ERROR

Administrators

RuleTrace Logs > Sub System Id > Equal to > RuleTrace

Administrators

User Authentication

Logs > Service Name > Equal to > AppServer

AND

Logs > Sub System Id > Equal to > ASUserAuthentication

Administrators

WARNING Logs > Log Severity > Equal to > WARN

Administrators

Default Saved Searches for Portfolio

Search Name

Search Criteria

Published to Role

Active Portfolio with Overall Health at Risk

Status > Not Equal to > Closed & PortfolioHealth > Equal to > At Risk

Portfolio Manager

Administrators

All Active Portfolio

Status > Not Equal to > Closed

Portfolio Manager

Administrators

Default Saved Searches for Problems

Search Name

Search Criteria

Published to Role

Active problems with CIs

Problem > Status > Equal to > Active

AND

CI via CIAssociatesProblem (0...N : 0...M) > RecID > Is Not Empty

Problem Manager

Active problems

Problem > Status > Equal to > Active

Administrators

Problem Manager

Service Desk Analyst

Service Desk Manager

Active problems with linked incidents

Problem > Status > Equal to > Active

AND

Incident (0...1 : 0...N) > RecId > Is Not Empty

Administrators

Problem Manager

Service Desk Analyst

Service Desk Manager

All Problems

Problem > RecId > Is Not Empty

Problem Manager

Closed Problem last 30 days

Problem > Status > Equal to > Closed

AND

Problem > Closed On > Greater or Equal > $(LastThirtyDays())

Problem Manager

Closed Problems

Problem > Status > Equal to > Closed

Problem Manager

High Priority Problems

Problem > Priority > Equal to > 1

Administrators

Problem Manager

Service Desk Analyst

Service Desk Manager

Known Error without Workarounds

Problem > Type Of Problem > Equal to > Known Error

AND  

Problem > WorkAround > Is Empty

AND

Problem > Status > Not In List > Closed, Resolved

Problem Manager

Known Errors

Problem > Type Of Problem > Equal to > Known Error

Administrators

Problem Manager

Service Desk Analyst

Service Desk Manager

Logged Problems

Problem > Status > Equal to > Logged

Administrators

Problem Manager

My Active Problems

Problem > Status > In List > Active

AND

Problem > Owner > Equal to > $(CurrentLoginId())

Administrators

Problem Manager

Service Desk Analyst

Service Desk Manager

My Problems

Problem > Owner > Equal to > $(CurrentLoginId())

Problem Manager

My Team's Problem

Problem > Owner Team > In List > $(CurrentUserTeamNames())

Problem Manager

Open Problems Problem > Status > Not In List > Cancelled, Closed

Personal use for Admin only

Priority 1 Active Problems

Problem > Priority > Equal to > 1

AND

Problem > Status > Not In List > Cancelled, Closed, Resolved

Administrators

Problem Manager

Service Desk Analyst

Service Desk Manager

Problems Past Target Date

Problem > TargetResolutionTime > Less than > $(CurrentDateTime())

AND

Problem > Status > Not In List > Closed, Resolved

Problem Manager

Problem Received Today

Problem > Created On > Equal to > $(CurrentDate())

Problem Manager

Problem with Root Cause found

Problem > Root Cause Created On > Greater than > $(StartOfThisYear())

Problem Manager

Problems with Change

Change (0...N : 0...M) > RecId > Is Not Empty

Administrators

Problem Manager

Service Desk Analyst

Service Desk Manager

Problems with CIs

CI via CIAssociatesProblem (0...N : 0...M) > RecId > Is not Empty

Administrators

Problem Manager

Service Desk Analyst

Service Desk Manager

Problems with Incident To Root Cause Duration Calculated

Problem > Incident To Root Cause Duration > Greater than > 0

Problem Manager

Problems with Linked Incidents After Identification of Issue

Problem > Status > Equal to > Identified

AND

Incident (0...1 : 0...N) > RecID > Is Not Empty

Problem Manager

Problems with Linked Incidents Before Identification

Problem > Status > Not In List > Cancelled, Closed, Identified, Investigation, Resolved, Waiting for 3rd Party, Waiting for Resource

AND

Incident (0...1 : 0...N) > RecID > Is Not Empty

Problem Manager

Problems with Pending Tasks

Task group (0...1 : 0...N) > Status > In List > Accepted, Waiting

Problem Manager

Problems with Workarounds

Problem > Workaround > Is Not Empty

Administrators

Problem Manager

Service Desk Analyst

Service Desk Manager

Default Saved Searches for Projects

Search Name

Search Criteria

Published to Role

Active Projects with Overall Health at Risk

Status > Not Equal to > Closed

AND

ProjectHealth > Equal to > At Risk

Project Manager

Administrators

All Active Projects

Status > Not Equal to > Closed

Project Manager

Administrators

All Active Projects under My Portfolio

Portfolio (via Frs_ProjectAssocProject)Owner > Equal to > $(CurrentLoginId())

AND

Status > Not Equal to > Closed

Portfolio Manager

My Open Projects

Contact (via Frs_ProjectAssocProjectOwner).DisplayName > Equal to > $(CurrentUserDisplayName())

AND

Status > Not Equal to > Closed

Project Manager

Portfolio Manager

Administrators

Default Saved Searches for Project Calendar

Search Name

Search Criteria

Published to Role

My Open Projects

Parent Object Type > In List > {Project, Project Phase, Project Task

AND

Status > Not Equal to > Closed

AND

Owner > Equal to > $(CurrentLoginId())

Project Manager

Administrators

Search by Project Number

Parent Object Type > In List > {Project, Project Phase, Project Task

AND

Parent ID > Equal to > $(Prompt("œPlease enter Project Number"€, ""€))

Project Manager

Portfolio Manager

Administrators

Default Saved Searches for Purchase Items

Search Name

Search Criteria

Available to Role

Purchase Items with Associated SKUs SKU via FRS_LM_PurchaseItemAssocFRS_LM_SKU (0...N : 0...1) > Record Identifier > Is Not Empty

Administrators

Configuration Manager

License Manager

Purchase Items with No Entitlements Entitlement via FRS_LM_EntitlementAssocFRS_LM_PurchaseItem (0...1 : 0...N) > Record Identifier > Is Empty

Administrators

Configuration Manager

License Manager

Purchase Items without Associated SKUs

SKU via FRS_LM_PurchaseItemAssocFRS_LM_SKU (0...N : 0...1) > Record Identifier > Is Empty

Administrators

Configuration Manager

License Manager

Default Saved Searches for Releases

Search Name

Search Criteria

Published to Role

Active Emergency Releases

Release > Status > Not In List > Cancelled, Closed, Draft

AND

Release > Type of Release > Equal to > Emergency

Administrators

Release Manager

Active Releases

Release > Status > Not In List > Cancelled, Closed, Draft

Administrators

Release Manager

Active Emergency Releases with Past Target Dates

Release > Complete Before > Less or Equal > $(CurrentDateTime())

AND

Release > Status > Not Equal to > Closed

Administrators

Release Manager

All Emergency Releases

Release > Type of Release > Equal to > Emergency

AND

Release > Status > Not Equal to > Draft

Administrators

Release Manager

All Feature-based Releases

Release > Base Type > Equal to > Feature Based

Release Manager

All Location-based Releases

Release > Base Type > Equal to > Location Based

Release Manager

All Major Releases

Release > Type Of Release > Equal to > Major

AND

Release > Status > Not Equal to > Draft

Release Manager

All Master Releases

Release > Classification > Equal to > Master

Release Manager

All Releases

Release > Rec ID > Is Not Empty

Administrators

Release Manager

Major Standalone Releases

Release > Classification > Equal to > Standalone

AND

Release > Type Of Release > Equal to > Major

Release Manager

Minor Releases

Release > Type Of Release > Equal to > Minor

Release Manager

Phased Releases

Release > Classification > Equal to > Phase

Release Manager

Standalone Releases

Release > Classification > Equal to > Standalone

 

Releases Scheduled for This Month

Release > Start On > Greater or Equal > $(StartOfThisMonth())

AND

Release > Start On > Less or Equal > $(EndOfThisMonth())

AND

Release > Status > Not Equal to > Closed

Administrators

Release Manager

Standalone Releases

Release >Classification > Equal to > Standalone

Release Manager

Default Saved Searches for Service Agreements

Search Name

Search Criteria

Available to Role

All SLA Compliance Records SLA Compliance View > Service > Is Not Empty

Administrators

Service Owner

SLA Target Compliance View SLA Compliance View > Organizational Unit > Is Not Empty

Personal use for Admin only

SLM Metrics Non-Breached Requests SLM Metrics View > BreachPassed > Equal to > 0

Personal use for Admin only

SLM Metrics Total Requests SLM Metrics View > Record Identifier > Is Not Empty

Personal use for Admin only

Agreement Notification Expired for Today

ServiceAgreement# > Status > Equal to > Published

AND

ServiceAgreement# > End Date > Equal to > $(CurrentDate())

Administrators

Change Manager

Configuration Manager

Guests

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service

Service Desk Analyst

Service Desk Manager

Service Owner

Agreement Notification Review for Today

ServiceAgreement# > Status > Equal to > Published

AND

ServiceAgreement# > ReviewNotificationDate > Equal to > $(CurrentDate())

Default Saved Searches for Service Requests

Search Name

Search Criteria

Published to Role

All Active Service Requests with Resolution Escalation Breached

Service Request > Status > Not Equal to > Closed

AND

Service Request > Status > Not Equal to > Cancelled

AND

Service Request > Status > Not Equal to > Fulfilled

AND

Escalation Watch via ServiceReqAssocResolutionEscWatch (0...1 : 0...1) > BreachPassed > Equal to > Yes

Administrators

Service Desk Manager

Service Desk Analyst

All Active Service Requests

Service Request > Status > Not Equal to > Closed

AND

Service Request > Status > Not Equal to > Cancelled

AND

Service Request > Status > Not Equal to > Fulfilled

Administrators

Service Desk Manager

Service Desk Analyst

All Fulfilled Service Requests

Service Request > Status > Equal to > Fulfilled

Administrators

Service Desk Manager

Service Desk Analyst

 

 

All Service Requests

Service Request > RecId > Is Not Empty

All Service Requests with Resolution Escalation Breached

Escalation Watch via ServiceReqAssocResolutionEscWatch (0...1 : 0...1) > BreachPassed > Equal to > Yes

All Unassigned Service Requests

Service Request > Owner > Is Empty

AND

Service Request > Status > Not Equal to > Cancelled

AND

Service Request > Status > Not Equal to > Closed

Administrators

Service Desk Manager

My Active Breached Service Requests

Service Request > Owner > Equal to > $(CurrentLoginId())

AND

Service Request > Status > Not Equal to > Closed

AND

Service Request > Status > Not Equal to > Cancelled

AND

Service Request > Status > Not Equal to > Fulfilled

AND

Escalation Watch via ServiceReqAssocResolutionEscWatch (0...1 : 0...1) > BreachPassed > Equal to > Yes

Administrators

Service Desk Manager

Service Desk Analyst

My Active Escalated Service Requests

Service Request > Owner > Equal to > $(CurrentLoginId())

AND

Service Request > Status > Not Equal to > Closed

AND

Service Request > Status > Not Equal to > Cancelled

AND

Service Request > Status > Not Equal to > Fulfilled

AND

Escalation Watch via ServiceReqAssocResolutionEscWatch (0...1 : 0...1) > L1Passed > Equal to > Yes

Administrators

Service Desk Manager

Service Desk Analyst

My Active Service Requests

Service Request > Owner > Equal to > $(CurrentLoginId())

AND

Service Request > Status > Not Equal to > Closed

AND

Service Request > Status > Not Equal to > Cancelled

AND

Service Request > Status > Not Equal to > Fulfilled

Administrators

Service Desk Manager

Service Desk Analyst

My Service Requests

Service Request > Owner > Equal to > $(CurrentLoginId())

Administrators

Service Desk Manager

Service Desk Analyst

My Team's Active Service Requests

Service Request > Team > In List > $(CurrentUserTeamNames())

AND

Service Request > Status > Not Equal to > Closed

AND

Service Request > Status > Not Equal to > Cancelled

AND

Service Request > Status > Not Equal to > Fulfilled

Administrators

Service Desk Manager

Service Desk Analyst

My Team's Service Requests

Service Request > Team > In List > $(CurrentUserTeamNames())

Administrators

Service Desk Manager

Service Desk Analyst

My Requests I logged

Service Request > Created By > Equal to > $(CurrentLoginId())

Administrators

Service Desk Manager

Service Desk Analyst

Default Saved Searches for Software Inventory

Search Name

Search Criteria

Available to Role

All Greynet Software Software Identity > Greynet > Equal to > Yes

 

All Primary Software Software Identity > IsPrimary > Equal to > Yes

 

All Secondary Software Software Identity > IsPrimary > Equal to > No

 

All Unlinked Software

Software Product via SoftwareIdentityAssocFRS_LM_SoftwareProduct (0...N : 0...1) > Record Identifier > Is Empty

Administrators

Configuration Manager

License Manager

Installed Applications Software Identity > SoftwareType > Not In List > 15, 23

Administrators

Configuration Manager

Installed Fonts Software Identity SoftwareType Equal to Font

Administrators

Configuration Manager

Licensable Software

Software Identity > IncludeInReconciliation > Equal to > Yes

AND

Software Product via SoftwareIdentityAssocFRS_LM_SoftwareProduct (0...N : 0...1) > Record Identifier > Is Not Empty

AND

Software Product via SoftwareIdentityAssocFRS_LM_SoftwareProduct (0...N : 0...1) > IsLicensable > Equal to > Yes

Administrators

Configuration Manager

License Manager

Operating Systems Software Identity > SoftwareType > Equal to > Operating System

Administrators

Configuration Manager

Software Added the Past 7 Days Software Identity > Created DateTime > Greater or Equal > $(LastSevenDays())

Administrators

Configuration Manager

License Manager

Software with Unused Installations Installed Software via FRS_CIComponentInstalledApplicationAssocSoftwareIdentity (0...1 : 0...N) > UsageFrequency > Equal to > Never

Administrators

Configuration Manager

License Manager

Unlinked Reconcilable Software

Software Identity > IncludeInReconciliation > Equal to > Yes

AND

Software Product via SoftwareIdentityAssocFRS_LM_SoftwareProduct (0...N : 0...1) > Record Identifier > Is Empty

Administrators

Configuration Manager

License Manager

Default Saved Searches for Survey Metric View

Search Name

Search Criteria

Available to Role

Incident & Service Request Surveys

Survey Metric View > BOType > Equal to > Incident

AND

Survey Metric View > BOType > Equal to > ServiceReq

Administrators

Change Manager

Configuration Manager

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service User

Service Desk Analyst

Service Desk Manager

Service Owner

Incident Surveys Survey Metric View > BOType > Equal to > Incident

Administrators

Service Desk Manager

Service Request Surveys Survey Metric View > BOType > Equal to > ServiceReq

Administrators

Service Desk Manager

Service Owner

Default Saved Searches for Survey Owner

Search Name

Search Criteria

Available to Role

Survey Owner Results - Incident Survey Owner View > Record Identifier > Is Not Empty

Administrators

Survey Owner Results - ServiceReq Survey Owner View > BOType > Equal to > ServiceReq

Administrators

Default Saved Searches for Survey Owner Team

Search Name

Search Criteria

Available to Role

Survey Results by Owner Team - Incident

Survey Owner Team View > Record Identifier > Is Not Empty

AND

Survey Owner Team View > BOType > Equal to > Incident

Administrators

Survey Results by Owner Team - Service Req

Survey Owner Team View > BOType > Equal to > ServiceReq

Administrators

Default Saved Searches for Survey Service

Search Name

Search Criteria

Available to Role

Survey Results by Service - Incident

Survey Service View > Record Identifier > Is Not Empty

AND

Survey Service View > BOType > Equal to > Incident

Administrators

Survey Results by Service - Service Req

Survey Service View > BOType > Equal to > ServiceReq

Administrators

Default Saved Searches for Tasks

Search Name

Search Criteria

Published to Role

All Open Tasks Task > Status > Not In List > Cancelled, Completed, Rejected  

Administrators

Business Unit Manager

Change Manager

Configuration Manager

Guests

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service

Service Desk Analyst

Service Desk Manager

Service Owner

My New Tasks

Task > Owner > Equal to > $(CurrentLoginId())

AND

Task > Status > Equal to > Logged

My Open Tasks

Task > Owner > Equal to > $(CurrentLoginId())

AND

Task > Status > Not In List > Cancelled, Completed, Logged, Rejected

My Recent Tasks

Task > Owner > Equal to > $(CurrentLoginId())

AND

Task > Created On > Greater or Equal > $(StartOfThisYear())

My Team's Open Tasks

Task > OwnerTeam > In List > $(CurrentUserTeamNames())

AND

Task > Status > Not In List > Cancelled, Completed, Rejected

My Team's Unassigned Tasks

Task > OwnerTeam > In List > $(CurrentUserTeamNames())

AND

Task > Owner > Is Empty

Overdue Tasks

Task > Status >  Not In List > Cancelled, Completed, Rejected

AND

Escalation Watch via AssignmentAssocResolutionEscWatch (0...1 : 0...1) > BreachPassed >Equal to > Yes

Default Saved Searches for Transaction Audit Logs

Search Name

Search Criteria

Published to Role

Archive Transaction Audit Log > Modified On > Less or Equal > $(AddDays(-GetGlobal("ArchiveAge"), CurrentDate()))  

Administrators

Archive by MaxTransactionAuditLogAge Transaction Audit Log > Modified On > Less or Equal > $(AddDays(-GetGlobal("MaxTransactionAuditLogAge"), CurrentDate()))

Administrators

Create Events Only Transaction Audit Log > Event Type > Equal to > Create

Administrators

Service Desk Manager

Delete Events Only Transaction Audit Log > Event Type > Equal to > Delete

Administrators

Service Desk Manager

Update Events Only Transaction Audit Log > Event Type > Equal to > Update

Administrators

Service Desk Manager

View Events Only Transaction Audit Log > Event Type > Equal to > View

Administrators

Service Desk Manager

Default Saved Searches Not Listed Above

Search Name

Search Criteria

Available to Role

Active Milestones Milestone > Status > Not Equal to > Completed

Change Manager

Audit Inventory Agent Task > Agent Task Type > Equal to > Audit Inventory

Administrators

Configuration Manager

Failed Agent Tasks Agent Task > Result > Not Equal to > OK

Administrators

Configuration Manager

Active Gateways

Gateway > Status > Equal to > Active Gateway

OR

Gateway > Status > Equal to > Active Demote request sent to Gateway

Administrators

Demoted Gateways Gateway > Status > Equal to > Gateway has been demoted

Administrators

Archive (LDAP) LDAP Import Log > Modified On > Less or Equal > $(AddDays(-GetGlobal("ArchiveAge"), CurrentDate()))

Administrators

Employees

Employee > Status > Not Equal to > Terminated

All

Published Announcements

Announcement > Status > Equal to > Published

AND

Announcement > Expiration Date > Greater or Equal > $(CurrentDateTime())

AND

Announcement > Effective Date > Less or Equal > $(CurrentDateTime())

Administrators

Change Manager

Configuration Manager

Guests

Knowledge Manager

License Manager

Problem Manager

Release Manager

Report Manager

Self Service

Service Desk Analyst

Service Desk Manager

Service Owner


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