View related records for a CI record

Applies to User Roles:

Configuration Manager

Configuration Administrator

Configuration Auditor

To view related records for a CI record, follow these steps:

  1. From the detail list toolbar of a CI record, click More or the More Actions icon.
  2. Click Related.
  3. Click the type of related record that you want to view.
    The menu list includes the following types of related records:
    • Interactions
    • Incidents
    • Changes
    • Problems
    • Requests
    • Documents
    • Known Errors
  4. Click Open to open a new record of the selected type or click View Existing to open an existing record of the selected type.

    Note

    • For Requests and Documents, only the View Existing option is available.
    • The Documents option is available only for CIs of the Business Service type, because only a Business Service CI can be specified in the Associated Service field in a knowledge document.
    • You can only view published knowledge documents to which you have access from the business service CI record.

    Tip You can also go to the Related Documents tab to view related knowledge documents associated with a business service CI. For more information, see Configuration items details.

To view the counts of each related record type except Documents, click Count Related Records. The count of related knowledge documents is displayed on the label of the Related Documents tab.