Working with Entities in Nano

Before you start

Read Introduction to Nano and the Nano Feature List before continuing.

Nano provides a range of methods for working with the resource types available in Nano, to suit different working styles.

This topic provides an overview of the methods available to perform actions on knowledge articles, person records, CMDB Items, Organizations, and Locations.

Working with Knowledge Articles

Search for knowledge	On the menu select Search, then Knowledge Search Complete the Knowledge Search fields. Knowledge articles matching your parameters are displayed
View knowledge details	From Knowledge Search, find the knowledge article and use any of these methods: Double-click the knowledge article Right-click the knowledge article and select The Knowledge Details window appears.
Update knowledge	Open the Knowledge Details select Edit to make the fields editable Update the Knowledge Details fields Then select Save. The Knowledge Save window appears Complete the Knowledge Save fields select OK.

Working with CMDB Items

Search for a CMDB Item	On the menu select Search, then CMDB Item Search Complete the CMDB Item Search fields. CMDB Items matching your parameters are displayed
View CMDB Item details	Method 1: CMDB Item Search Search the table of results for the CMDB Item you want to view Open the record using any of these methods: Double-click on the record; or Right-click the record and select The CMDB Details window appears. Method 2: Details of a call, request, or task On the details screen of the call, request, or task, find the CMDB Item field you want to view To see the CMDB Item Details window, double-click on the CMDB Item name in the field To see the CMDB Item Review window, click once on the CMDB Item name in the field From here you can select to open the CMDB Item Details window
Update a CMDB Item	Open the CMDB Item Details window select Edit if the details window is in review mode Update the CMDB Details fields select Save.

Working with Person Records

Search for a Person	On the menu select Search, then Person Search Complete the Person Search fields. Person records matching your parameters are displayed
View Person details	Method 1: Person Search Search the table of results for the Person record you want to view Open the record using any of these methods: Double-click on the record; or Right-click the record and select The Person Details window appears. Method 2: Details of a call, request, or task or other entity with a Person field: On the details screen of the call, request, or task, find the Person field you want to view To see the Person Details window, double-click on the Person's name in the field To see the Person Review window, click once on the Person's name in the field From here you can select to open the Person Details window
Update a Person	Open the Person Details select Edit if the details window is in review mode Update the Person Details fields select Save.

Working with Organization Records

View Organization details

From the Details of a call, request, or task or other entity with an Organization field: On the details screen of the call, request, or task, find the Organization field you want to view To see the Organization Details window, double-click on the Organization name in the field To see the Organization Review window, click once on the Organization name in the field From here you can select to open the Organization Details window

Update an Organization

Open the Organization Details select Edit if the details window is in review mode Update the Organization Details fields select Save.

Working with Location Records

View Location details

From the Details of a call, request, or task or other entity with an Location field: On the details screen of the call, request, or task, find the Location field you want to view To see the Location Details window, double-click on the Location name in the field To see the Location Review window, click once on the Location name in the field From here you can select to open the Location Details window

Update a Location

Open the Location Details select Edit if the details window is in review mode Update the Location Details fields select Save.