Relate tickets to global, regional, and local tickets with the same classification

When you are viewing a global, regional, or local incident or investigation, you can search for and create a related record relationship with tickets that have the same classification as the current record.   

Follow-up records to a global, regional, or local record cannot be related to that record as a global, regional, or local record. You also cannot relate any record to an archived (history) global, regional, or local record.

This search lists only tickets that meet the following criteria:

• The ticket has the same classification value as the current record.

• If the current record is a global issue:

• The ticket is not a global issue.

• The ticket is not related to a regional or local issue.  

• If the current record is a regional issue:

• The ticket is not a regional issue.

• The ticket is not related to a global or local issue.  

• If the current record is a local issue:

• The ticket is not a local issue.

• The ticket is not related to a global or regional issue.  

Your system administrator might add more restrictions to the results that the application shows you.

To relate global, regional, and local tickets with the same classification:  

1. In the Incidents (Oil) application or the Investigations (Oil) application, display the global, regional, or local record that you want to relate to other records.   

2. From the Select Action menu, select Show Similar Tickets. The Show Similar Tickets window displays tickets with the same classification as the incident or investigation record. Depending upon the type of the current record, different buttons appear in the Show Similar Tickets window.

3. In the Show Similar Tickets window, select the appropriate option:  

• To create a RELATED relationship, select the check box next to each ticket you want to relate and click Relate Records. These relationships are for information purposes only. After you save the record, the selected records are listed on the Related Records tab with the relationship RELATED.

• To create relationships with the current global ticket, select the check box next to each ticket you want to relate and click Relate Records to Global Issue. The selected records are now managed from the global ticket. After you save the record, the selected records are listed on the Related Records tab with the relationship RELATEDTOGL.

• To create relationships with the current regional ticket, select the check box next to each ticket you want to relate and click Relate Records to Regional Issue. After you save the record, the selected records are listed on the Related Records tab with the relationship RELATEDTOREGIONAL.

• To create relationships with the current local ticket, select the check box next to each ticket you want to relate and click Relate Records to Local Issue. After you save the record, the selected records are listed on the Related Records tab with the relationship RELATEDTOLOCAL.

4. Save the record.

See also

Global, regional, and local tickets

Types of record relationships

Types of tickets and work orders

Relate tickets with the same classification