# Managing Jurisdictions

A jurisdiction may for example be functional area with an organization (such as Professional Services) which has its own cost centers or organizations. By allocating jurisdictions to Analysts, the analysts can only choose cost centers, organizations or locations from their Jurisdictions when allocating or reserving a CMDB item.

## Adding a Jurisdiction <a href="#adding3" id="adding3"></a>

{% hint style="info" %}

### Before you start

You must have **Jurisdiction New** selected in the Jurisdictions tab of your **Configuration Management security role**.
{% endhint %}

1. Select **New**. From the submenu, select **Jurisdiction**.
2. You can also add Jurisdictions by selecting **Add New** on the **Jurisdiction Search** window.
3. Specify the details.

<table><thead><tr><th width="147">Name</th><th>Name for the jurisdiction</th></tr></thead><tbody><tr><td>Description</td><td>Type a description of the jurisdiction. Select full view to edit the description in the Text Editor.</td></tr></tbody></table>

4\. Link Cost Centers and Organizations, if appropriate.

5\.  Select **Ok** to save the details and close the window, or **Save New** to save the details and display the window with blank fields, ready for you to create another jurisdiction.

### Adding a Cost Center to a Jurisdiction <a href="#adding" id="adding"></a>

{% hint style="info" %}

### Before you start

If you are adding a cost center to an existing jurisdiction, you must have **Update Own Jurisdiction** if the jurisdiction is allocated to you, or **Update All Jurisdictions** if it is not.

If you add Cost Centers that are linked to Organizations, the linked Organizations are automatically added to the Jurisdiction.
{% endhint %}

1. From the Linking Panel, select the **Cost Centers** tab.
2. Select **Add** to search for Cost Centers you wish to associate with this Jurisdiction.
3. Search for the cost center.
4. Double click on the cost center in the search results browse table, or select it and then select .
5. To automatically add the children of the added Cost Center to the Jurisdiction, select **Include Children**.

### Adding an Organization to a Jurisdiction <a href="#adding2" id="adding2"></a>

{% hint style="info" %}

### Before you start

If you are adding an organization to an existing jurisdiction, you must have **Update Own Jurisdiction** selected in the Jurisdictions tab of your **Configuration Management security role** if the jurisdiction is allocated to you, or **Update All Jurisdictions** if it is not.

If you add Organizations that are linked to Cost Centers, the linked Cost Centers are automatically added to the Jurisdiction.
{% endhint %}

1. From the Linking Panel, select **Organizations** .
2. Select **Add** to search for organizations you wish to associate with this Jurisdiction.
3. Search for the organization.
4. Double click on the organization in the search results browse table, or select it and then select the Link icon.
5. To automatically add the children of the added Organizations to the Jurisdiction, select **Include Children**. (When adding an Organization, you can select a parent organization for it).

## Searching for Jurisdictions <a href="#searchin" id="searchin"></a>

The Jurisdiction Search window enables you to search for jurisdictions. This window is divided into two panes. You can select the criteria for the search in the left pane. The results are displayed in the right pane. You can apply as many filters as you wish (some of the fields require you to select a check box for that criteria to apply).

1. Select **Search** > **Jurisdictions**.
2. Filter your search using the search criteria in the left panel.

<table><thead><tr><th width="159">Active</th><th>Select to search for currently active jurisdictions.</th></tr></thead><tbody><tr><td>Deleted</td><td>Select to search for deleted jurisdictions.</td></tr><tr><td>Partition</td><td><p>From the list, select a partition to filter the jurisdictions by the partition in which they were created. You can select any partition to which you have access.</p><p>This option is only available if you have access to more than one partition.</p></td></tr><tr><td>Include Deleted Field Values</td><td>Select to refresh the values in the selected list fields in the search criteria, and include deleted values for those fields. You can then base your search on deleted field values. For example, if your system administrator deleted a value in, say, the Linked Organization field, you can still search for a jurisdiction using this value by selecting the Include Deleted Field Values option.</td></tr><tr><td>Name</td><td>Select this option to search for jurisdictions by name. A % symbol is automatically displayed, and leaving this in the field will include all names in the search. Alternatively, key in some or all of the letters in the name, followed by the % symbol. For example, S% will return all names with S.</td></tr><tr><td>Linked Cost Center</td><td>Select this option to search for jurisdictions with linked cost centers. A % symbol is automatically displayed, and leaving this in the field will include all jurisdictions with linked cost centers in the search. Alternatively, type some or all of the letters in the cost center name, followed by the % symbol or use the search function (see <strong>Using the search function</strong> on page 1).</td></tr><tr><td>Linked Person</td><td>Select this option to search for jurisdictions by the people (Analysts only) linked to jurisdictions. A % symbol is automatically displayed, and leaving this in the field will include all jurisdictions with linked people in the search. Alternatively, type some or all of the letters in the name, followed by the % symbol or use the search function (see <strong>Using the search function</strong> on page 1).</td></tr><tr><td>Linked Organization</td><td>Select this option to search for jurisdictions with linked organizations. A % symbol is automatically displayed, and leaving this in the field will include all jurisdictions with linked organizations in the search. Alternatively, type some or all of the letters in the organization name, followed by the % symbol or use the search function (see <strong>Using the search function</strong> on page 1).</td></tr><tr><td>Equal, Equal + Below, Equal + Above</td><td><p>Use the options to indicate how you want to filter the results:</p><ul><li><strong>Equal</strong> will return jurisdictions with links to cost centers, people or organizations of this CMDB Item Type</li><li><strong>Equal + Below</strong> will return items of this type and any subsidiary (child) values</li><li><strong>Equal + Above</strong> will return items of this type and any of its parent values</li></ul></td></tr></tbody></table>

### Adding additional fields to your search

1. To search on different fields, select ![](https://alemba.help/help/10.0/content/resources/images/configure%20search%20criteria.png) and configure your search criteria.
2. Select **Search**. The results are displayed in a browse table located in the right hand pane.
3. Alternatively, you can begin a new search by selecting **Clear Form** or create a new jurisdiction by selecting **Add New**.
4. After performing a search, all the jurisdictions which match your search criteria are displayed in a browse table in the search results pane. You can adjust the column widths if required.
5. The standard buttons are available from this window. You can now select a jurisdiction by selecting the entry in the browse table and then selecting .

## Updating Jurisdictions <a href="#updating" id="updating"></a>

{% hint style="info" %}

### Before you start

You must have **Update Own Jurisdiction** selected in the Jurisdictions tab of your **Configuration Management security role** if the jurisdiction is allocated to you, or **Update All Jurisdictions** if it is not.
{% endhint %}

1. Display the details by searching for the jurisdiction.
2. Select the Action icon.
3. Make the necessary changes.
4. Select **Ok** to save the details, or **Save New** to save the details and display a blank details window if you wish to create another jurisdiction.

## Deleting Jurisdictions <a href="#deleting" id="deleting"></a>

{% hint style="info" %}

### Before you start

You must have **Delete Own Jurisdiction** selected in the Jurisdictions tab of your **Configuration Management security role** if the jurisdiction is allocated to you, or **Delete All Jurisdictions** if it is not.
{% endhint %}

1. Search for the jurisdiction.
2. From the search results, select the jurisdiction you want to delete, and select the Delete icon.
3. To view the details of the jurisdiction before deleting, select Select the Action Icon or double-click the name to open it. The Details window appears in review mode. Then select the Delete icon from this window when you are confident that this is the jurisdiction you want to delete.
4. Specify the Change Reasons if prompted to do so.

## Restoring a Deleted Jurisdiction

You can restore jurisdictions that have been deleted in error.

{% hint style="info" %}

### Before you start

You must have **Update** selected in the  Jurisdictions tab of your **Configuration Management security role**. If **CMDB Item Security by Type** is selected in your **Configuration Management security role**, you must have the CMDB item type you are working with selected.
{% endhint %}

1. Search for the jurisdiction you want to restore, remembering to select **Deleted** in the Search options.
2. Select the deleted jurisdiction from the browse table of search results.
3. Select the Action Icon . You cannot edit the details as the jurisdiction has been recorded in the CMDB as deleted.
4. From the banner across the top of the details, select the Restore link in the top right corner.
5. In the warning message, select **Yes** to confirm the Restore.
6. Select **Ok** to save the changes and close the window.
7. The search details will still be displayed. Deselect **Deleted** from the search criteria and then select the Search button to update the results and confirm that the jurisdiction no longer appears as deleted.&#x20;
8. Select **Ok** to save the details, or **Save New** to save the details and display a blank details window if you wish to create another jurisdiction.
