Creating related record relationships

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You create related record relationships for your own information. Related records do not affect status inheritance or workflow, and no business rules apply to these relationships.

About this task

You can create related record relationships between tickets, permits to work, work orders, or operator log entries in multiple ways.

Additionally, you can create related record relationships between certifications and tickets or work orders, and between audit and survey records and tickets or work orders. Follow the steps in this procedure for relating a record to one or more tickets and work orders.

Procedure

  1. In the ticket, permit to work, work order, or operator log applications, display the record that you want to relate to a ticket, permit to work, work order, or operator log entry.
  2. Relate the current record to one or more tickets, permits to work, work orders, or operator log entries:
    Option Action
    Relate to one or more tickets
    1. On the Related Records tab, click Select Tickets.
    2. Select one or more tickets, and then click OK.
    Relate to one or more work orders
    1. On the Related Records tab, click Select Work Orders.
    2. Select one or more work orders, and then click OK.
    Relate to one or more permits to work
    1. On the Related Records tab, click Select Permits to Work.
    2. Select one or more permits to work, and then click OK.
    Relate to one or more operator logs that contain log entries
    1. On the Related Records tab, click Select Log Entries.
    2. Select one or more shift logs that contain log entries, and then click OK.
    Relate to one or more tickets with the same classification
    1. From the More Actions menu, select Show Similar Tickets.
    2. Select one or more tickets, and then click the option that corresponds to the relationship that you want to create.
    3. Click OK.
    Relate to one or more tickets or work orders with the same value in a particular field
    1. In the field that you want to match, click Detail Menu.
    2. Select the action that corresponds to the type of records for which you want a list.
    3. Select one or more tickets or work orders, and then click Related Records.
  3. Save the record.