Use Relationships

Relationships are business-driven connections between Service Requests.

Relationships are created automatically when any Action (Add Action) or Plan (Add Plan) is created for a Service Request. An administrator must enable this feature in Functional Setup Manager.

If your administrator has given you the proper privledges, you can view relationships in the Relationships subtab. From there, you can also navigate to any linked requests. You can use these connections as an easy way to make updates across service requests. Here you can:

• Review or edit a related object by clicking the link for the related object in the Relationships tab to open it.
• Delete a Relationship by clicking the delete icon (X) in that related object’s row.
• Refresh the information displayed by clicking the Refresh button.