Viewing records that are related to services

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.

Before you begin

You associate a ticket, work order, service level agreement, or contract with a service from the respective applications.

Procedure

  1. In the Service Groups application, select the appropriate service group.
  2. In the Service field for which you want to view related records, select View Related Records for Service.
  3. In the View Related Records for Service Group dialog box, click the tabs to view the different types of related records.
  4. 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.
  5. 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.
  6. Click OK.