Create an Incident

You can create an incident from a work order. When you create an incident from within a work order,  the incident has a relationship type of FOLLOWUP and the work order from which you created the incident has a relationship type of ORIGINATOR. The system copies the asset, location, and GL account information from the originating record to the incident.

To create an Incident:

1. Display the record from which you want to create an Incident.

2. From the Select Action menu, select Create > Incident.  The system creates the incident and gives it a status of NEW.

3. To view the incident, click the Related Records tab. The incident you created is displayed in the Related Tickets table.

Note: You also can view the incident in the Incidents (SP) application. When you display the record in the Incidents (SP) application, the work order from which you created the record is displayed in the Work Order field on the Related Records tab.