Use > Request Management > Request Management user tasks > Service Request Logging > Associate a request with a related record

Associate a request with a related record

Applies to User Roles:

Request Coordinator

Request Reviewer

Request Approver

Request Helpdesk Tech

System Administrator

You can associate a Request Management quote with an existing service desk interaction, incident, or change request. Before associating a quote with another record, make note of the record number. For example, an incident record begins with the prefix IM. The record number would look like IM1001.

In the following example, associate a Request Management quote with an Incident Management incident record. The procedure is the same for associating other types of records.

  1. Click Request Management > Quotes > Search Quotes or Quote Queue and then click Search to open an existing Request Management quote.
  2. Click More or the More Actions icon, and then select Related > Incidents > Associate.
  3. Type the incident number or click Search to view the incident search form.
  4. Add optional filtering criteria, and then click Search again to display an incident record list.
  5. Select the incident record you want to associate with the quote record. The incident record number is displayed.
    • Click OK to link the incident record to the quote record.
    • Click Search to view the incident record search form again. Click Search again to redisplay the incident record list.
    • Click Cancel to stop the search and exit.
  6. Click Save & Exit.

    Request Management populates the Related Records section with information about the related incident.

    Note: Record numbers such as incidents (IM1001), changes (C10), and requests (Q1001) are case-sensitive.