Related Records

A ticket or work order can be related to other tickets and work orders in several ways. You can create these relationships for information purposes, or the system can create relationships when you take certain actions.

The word "ticket" is a generic term for service requests, incidents, and problems.

Informally Related Tickets and Work Orders

Using any ticket application or any work-based application, you can view similar records and relate tickets and work orders to the current record for reference (information only), by creating a RELATED relationship between the records. Relating records creates an ad-hoc relationship between records; it does not drive status inheritance, affect workflow, nor follow a set of business rules.

Note: "Work-based applications" include Work Order Tracking (SP), Changes (SP), Releases (SP), and Activities and Tasks (SP).

You can view similar records and create a related relationship in three ways:

Field Name                 Details Menu Action

Reported  by              View Tickets and WOs

Name                           View Tickets and WOs

Affected Person       View Tickets and WOs

Name                           View Tickets and WOs

Service Group           View Related Records for Service Group

Service                        View Related Records for Service

Location                      View Work Details

Asset                           View Work Details

Configuration Item   View Work Details

Note: The View Tickets and WOs details menu action is available only in the ticket applications.

The field from which you select the action to launch the dialog box determines the results set. For example, if you launch the action from the Reported by field, the system displays all of the tickets and work orders associated with the Reported by user.

Relating records informally lets agents navigate to related records, view related information for similar records, and view open tickets associated with a field.

Follow-up Tickets and Work Orders

You can relate tickets and work orders to a record more directly when you create a FOLLOW-UP record from the ticket using one of the Create actions from the Select Action menu on the ticket. A follow-up record can be a ticket or a work order. In some cases, a follow-up ticket or work order might drive the status of its originating ticket. An originating ticket can not change the status of a follow-up work order, nor can a follow-up ticket change an originator's status if there is more than one follow-up. These options are configured by the system administrator.

Globally Related Tickets

A global ticket is an incident or problem relating to an issue that affects many users. You can relate tickets, including service requests, to a global ticket, which creates a RELATEDTOGLOBAL relationship. This relationship lets you manage the tickets via the global ticket. When you change the status of the global ticket, the system changes the status of all globally-related tickets. In addition, if your administrator has set up automated notifications of status changes, the system changes the status of the tickets related to the global issue. For example, all of the initial requestors reporting the same issue are notified of its resolution. On the global ticket, you can also view a list of related records and view the work and communication logs for all related records.

See Also

Show Similar Tickets

Relate Records on the Related Records Tab

Global Records

Show Similar Tickets to a Global Ticket