Viewing records that are related to service groups

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.
  1. In the Service Groups application, select the appropriate service group.
  2. Select the View Related Records action.
  3. 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.
  4. Click Refresh, and click the tabs to view the different types of related records.
  5. Optional: To relate a ticket to the service, select the ticket on the Tickets tab, and complete one of the following options:
    1. 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.
    2. Click Relate Records.
      Relating records establishes a RELATED relationship between the records.
  6. 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.
  7. Click OK.