View Tickets and Work Orders
View all of the tickets and Work Orders that are associated with any of the following user fields in the current record in a ticket application: Reported by, Name of Reported By user, Affected by, and Name of Affected Person user.
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.
To view tickets and work orders for a user:
- Display the record for which you want to view tickets and Work Orders.
- Click the Detail Menu icon next to the Reported By, Affected Person, or Name fields.
- Select the View Tickets and WOs icon.Note: If the field is null, the option is unavailable.
The system displays the View Tickets and WOs dialog, which lists the tickets and Work Orders related to the field from which you launched the dialog. For example, if you launched it from the Reported By field, you see all the records associated with the Reported By user.
If the 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 the Detail Menu icon next to its identifier. The system opens that record in its application.
- When you have finished viewing the tickets and Work Orders, click OK.
To relate tickets and work orders to the current record:
- Complete steps 1 through 3 to list all of the records associated with the user.
- In the Tickets table window, select the check box next to each ticket that you want to relate to the current record.
- Complete one of the following options to relate the selected tickets
to the current record:
- If the current record to which 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.
- In the Work Orders table window, select 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.
- Click OK.