Performing common Foundation tasks

This topic describes how to perform tasks that are common across all of the BMC Remedy ITSM Suite.

Searching for information

Use the following procedure to search for information by using the Application Administration Console. You can search for information already configured in the system by using any of the forms.

To search for information

Open the form that contains the information that you want to find. For example, to open the Company form:
1. On the Custom Configuration tab of the Application Administration Console, choose Foundation> Organizational Structures> Companies and Organizations.
2. Click Open. The form appears in New mode.
In a browser, change to Search mode by clicking Search on the form.
Enter the search criteria.
Tip

Keep your search as narrow as possible. For example, if you perform a search by city name alone, the search might take a long time and degrade performance on the BMC Remedy AR System Server.
Click Search. The records returned by the search are displayed in the results list at the top of the form.

Modifying information

This procedure describes how to modify information by using the Application Administration Console. You can make modifications to information already configured in the system by using any of the forms.

To modify information

Open the form that contains the information to modify.
Search for the information to modify.
Select the item to modify from the search results list. The information for the selected entry appears in the form.
Make the modifications, and then click Save.

Deleting information

Use the following procedure to delete information by using the Application Administration Console. You can delete information already configured in the system by using any of the forms. To delete information, you must be a member of the Administrator permission group, with the following exception:

Note

Users with the following permissions are able to delete site, company, and relationship records:

Unrestricted Access
General Access
Contact Support Admin
Contact People HR Admin
Contact People Admin
Contact Organization Admin
Contact Location Admin
Config Group Mapping Admin
Config Categorization Admin

For more information about these permissions, see Foundation module permission groups.

Warning

The information is permanently deleted.

To delete information

Open the form that contains the information to delete.
Search for the information to delete.
Select the item to delete from the search results list. The information for the selected entry appears in the form.
If the form contains Status options, select the Delete option, and click Save. For example, on the Company form, the Status options are in the lower, right corner of the form.
In a browser, click the Delete button below the results list.