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Create Parent/Child Relationship

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

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

To create a parent/child relationship for an incident

  1. Select the desired incident from the Incident List page.

    The Incident Detail page appears.

  2. Select the Parent/Child tab and click Update Children.

    The Incident Children Search page appears.

  3. Enter the criteria you want to use to search for related incident records and click Search.

    A list of incidents matching the search criteria appears.

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

    The selected incidents are added to the list on the right.

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

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

    The Incident Detail page appears with the selected incidents listed on the Parent/Child tab.

More information:

Close All Children