To help manage the services in your organization, you use
the Service Groups application to view records that are related to
a specific service. Related records can include tickets, work orders,
assets, locations, asset types, service level agreements, or contracts
that are associated with the service.
You associate a ticket, work order, service level agreement,
or contract with a service from the respective applications.
- In the Service Groups application, select the appropriate
service group.
- Select the View Related Records action.
- In the View Related Records for Service Group dialog box,
select one of the following options to view related records:
Option |
Description |
View Related Records for the Service Group |
This is the default view, and shows only those records that
are associated at the group level. |
View Related Records for the Service Group and Services |
This view shows the records that are associated at the group
level and the records that are associated with a specific service
in that group. |
- Click Refresh, and click the tabs
to view the different types of related records.
- Optional: To relate a ticket to the service,
select the ticket on the Tickets tab, and complete
one of the following options:
- To relate the selected ticket to a global ticket, click Relate
Record to Global Issue. This option is available only
if the current ticket is a global ticket.
Relating
tickets to a global issue establishes a RELATEDTOGLOBAL relationship
between the tickets.
- Click Relate Records.
Relating records establishes a RELATED relationship between
the records.
- Optional: On the Work Orders tab,
select the work order that you want to relate to the current record,
and click Relate Records.
Relating
records establishes a RELATED relationship between the records.
- Click OK.