Relate Records on the Related Records Tab

You can relate other tickets and work orders to an incident on the incident's Related Records tab. When you relate records on the Related Records tab, you create a relationship type of RELATED. You can create other types of relationships between records. For more information on other relationship types, see the topic Related Records.

Note: the word "ticket" is a generic term for service requests, incidents, and problems.

To relate a ticket to an incident:

  1. Display the incident to which you want to relate a ticket.

  2. On the Related Records tab, in the Related Tickets table window, select one of the following choices:

  3. To view and select similar tickets, from the select action menu, select Show Similar Tickets. For more information on using this dialog box, see the topic Show Similar Tickets.

  4. To select from a value list, click Select Ticket to display the Select Ticket dialog box. Select one or more ticket identifiers and click OK to add them to the table window.

  5. To select a ticket with other options, click New Row. The Row Details open. In the Related Record Key field, enter a value or click Detail Menu to select an option and retrieve a value. The system copies information from the ticket to the row.

  1. Click Save Incident .

To relate a work order to an incident:

  1. Display the incident to which you want to relate a work order.

  2. On the Related Records tab, in the Related Work Orders table window, select one of the following choices:

  3. To select from a value list, click Select Work Order to display the Select Work Order dialog box. Select one or more work order identifiers and click OK to add them to the table window.

  4. To select a work order with other options, click New Row. The Row Details open. In the Work Order field, enter a value or click Detail Menu to select an option and retrieve a value. The system copies information from the work order to the row.

  1. Click Save Incident .

See Also

Delete a Record Relationship

Related Records

Related Records Tab