Use > Run > Incident Management > Incident Management procedures > Relate incident records

How to relate incident records

Service Management records are often linked to one another because you cannot always resolve an issue without investigating its cause or putting changes in motion to avoid similar issues. Service Management lists related records in the Related records section of the incident form.

  1. Click the Related records tab to display a list of related records that

    • depend on the current record
    • the current record depends on
  2. In each section, the default sort order is first by record type, then by phase. You can click a column heading to reverse the sort order in any column.

    Field Description
    ID The identifier of the record. Click the ID value to link to the record.
    Title or Name A short description provided by the end user.
    Phase The current phase of the current record in the workflow.
    Priority The priority is a value based on urgency and business impact values.
  3. In the appropriate section, do one of the following:

    • Click Add icon Add to create a relationship between the current record and another record.

      The Add related record dialog box opens, displaying a list of potential related records. If you select an individual record, Service Management displays the contents of that record in the right pane.

      • To search for more records, use the Search box at the top of the dialog box.

      • Find the record that you want to link, and click OK to create the relationship.

    • Click Remove icon Remove to delete the relationship between the current record and the selected record. Click OK to confirm the action.

      Note This action removes the relationship between the two records only. It does not delete either record.

  1. Click Save icon Save on the toolbar.