Search for an approver or a contributor

You can search for available users in the system for assigning them to Change Projects as approvers from the Change Project Details screen, or, contributors to the Change Request from the Change Request Details screen.

About this task

To search for and add an approver for a Change Project, use the search feature from the Change Project Details screen. To search for and add contributors for a Change Request, use the search feature from the Change Request Details screen.

You can use either the basic search or the advanced search to search for users. The Basic Search provides a minimum set of search criteria such as user ID, user name, team and user group. The Advanced Search provides more flexibility in defining or narrowing down your search. You can add or remove search criteria as required.

Basic search

About this task

Basic search is the default search.

To search for users using the basic search:

Procedure

  1. Log in to Sterling Business Center as an Enterprise Administrator or a user with Change Project permissions.
  2. The application home page is displayed. Select either a Change Project or a Change Request to search for users as required.
  3. If you select a Change Project, the Change Project Details screen is displayed.
  4. If you select a Change Request, the Change Request Details screen is displayed.
  5. In the Approvers panel of the Change Project Details screen, click Add to search for and add approvers.
  6. In the Contributors panel of the Change Request Details screen, click Add to search for and add contributors.
  7. The User Search screen is displayed. The Basic Search screen is displayed, by default.
  8. Specify the following:
    1. In the User ID contains box, enter few characters of the User ID.
    2. In the Username contains box, enter few characters of the user name. For example, to search for all users with the first name "Henry", enter "Henry". The search is case sensitive.
    3. Select the team that the user belongs to from the Team drop-down list.
    4. Select the user group that the user belongs to from the User Group drop-down list.
    5. You can sort the search result display by selecting the required option from the Order By drop-down list. You can sort either in the ascending or descending order on the User name or User ID. Alternatively, use the column sort (ascending or descending) in the displayed search results.
    6. Click Search.
    7. A list of users that meet the search criteria is displayed.
    8. If you do not specify any search criteria, all the available users in the system are displayed.
    9. Select the users you want to add by selecting the corresponding check boxes and click Select.

Advanced search

About this task

The advanced search allows you to specify your own criteria as needed.

To search for users using the advanced search:

Procedure

  1. Log in to Sterling Business Center as an Enterprise Administrator or a user with Change Project permissions.
  2. The application home page is displayed. Select either a Change Project or a Change Request to search for users as required.
  3. If you select a Change Project, the Change Project Details screen is displayed.
  4. If you select a Change Request, the Change Request Details screen is displayed.
  5. In the Approvers panel of the Change Project Details screen, click Add to search for and add approvers.
  6. In the Contributors panel of the Change Request Details screen, click Add to search for and add contributors.
  7. The User Search screen is displayed. The basic search screen is displayed, by default.
  8. Click Advanced Search.
  9. The Advanced Search screen is displayed. Select the options from the default drop-down lists that are provided:
    1. Select an option from the Select Criteria drop-down list.
    2. Select an operator from the Operator drop-down list. The available options are "contains", "is", and "starts with". Use "contains" if you are not sure of the complete information. Use the option, "is" when you know the exact information. Use "starts with" to specify initial characters of the selected criteria. For example, to retrieve all users with the name beginning with "John", use the option "Starts with" and enter "John" in the adjacent text box.
    3. To add more search criteria, click Add More Criteria.
    4. To delete search criteria, click the "X" icon next to the drop-down lists.
    5. You can sort the search result display by selecting the required option from the Order By drop-down list. You can sort either in the ascending or descending order on the User name or User ID. Alternatively, use the column sort (ascending or descending) in the displayed search results.
    6. Click Search.
    7. A list of users that meet the search criteria is displayed.
    8. If you do not specify any search criteria, all the available users in the system are displayed.
    9. Select the users you want to add and click Select.