View Related Records for Service

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View all of the records that are associated with the service field in the current record. You can access the View Records for Service dialog from more than one application.

By default, the system does not display history records. However, your system administrator can change this setting.

If appropriate, you can relate any of the tickets and work orders to the current record. If the current record is a global issue, you can relate the tickets to the global issue. Tickets is a generic term for service requests, incidents, and problems.

To view records associated with the service:

  1. Display the record for which you want to view associated records.
  2. Click the Detail Menu icon next to the Service field.
  3. Select View Related Records for Service.
    Note: If the field is null, the option is unavailable.

    The system displays the View Related Records for Service dialog box.

  4. Click one of the following tabs to see a list of those record types associated with the service:
    • Tickets
    • Work Orders
    • Assets and Locations
    • Asset Types
    • Service Level Agreements
    • Contracts

    If column headings are underlined, you can sort column information by clicking the headings. You can also filter the display on each tab by clicking the Filter icon.

    To view more details of a record, click Detail Menu icon next to its identifier.

  5. When you have finished viewing the records, click OK.

To relate tickets and work orders to the current record:

  1. Complete steps 1 through 3 to list the records associated with the service.
  2. On the Tickets tab, select the check box next to each ticket that you want to relate to the current record.
  3. Complete one of the following options to relate the selected tickets to the current record:
    • If the current record that you want to relate tickets to is a global ticket, you can relate those tickets to the global issue. To do so, click Relate Records to Global Issue. This button appears 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.
  4. On the Work Orders tab, click the check box next to each work order that you want to relate to the current record, and then click Relate Records. Relating records establishes a RELATED relationship between the records.
  5. Click OK.
Note: To view the relationship between records, or to break the relationship, use the Related Records tab.