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Create a Parent/Child Relationship

Records entered in the system can be related to other records entered into the system. For example, entering a request could result in the entry of two additional requests in an attempt to resolve the original request. The original record entered is referred to as the parent, and the additional records entered as a result of attempting to resolve the original record are referred to as children.

It is helpful to record these relationships between records in the system. The Parent/Child tab on the Change Detail page lists the parent record of the change order (the record that resulted in the creation of the current change order), as well as any children of the change order (records entered as a result of attempting to resolve the change order).

To create a parent/child relationship for a change order

  1. On the Scoreboard, select the desired change order from the Change Order List page.

    The Change Detail page displays.

  2. Select the Related Orders tab, and click Update Child Change Orders.

    The Change Order Children Search page displays.

  3. Enter the criteria you want to use to search for related change orders and click Search.

    A list of change orders matching the search criteria displays.

  4. Select the related change orders from the list on the left, and click Double Right-Arrow button.

    The selected change orders are added to the list on the right.

    Note: Use the CTRL or SHIFT keys plus the left mouse button to select multiple change orders.

  5. When all related change orders are in the list on the right, click OK.

    The Change Detail page displays with the selected change orders listed on the Related Orders tab.

More information:

Close All Children