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Attach Incidents to a Change Order

You can attach related incidents to a change order so that they can be referenced when editing or reviewing the change order.

To attach incidents to a change order

  1. On the Service Desk tab, browse to Change Orders, Assigned or Unassigned. Select the priority for the change order you want to edit.

    The Change Order List displays.

  2. Select the change order.

    The Change Detail page displays.

  3. Choose the Incidents/Problems tab and click Attach Incidents.

    The Incident Search page displays.

  4. Complete the appropriate search fields, and click Search.

    A list of incidents matching your search criteria displays.

  5. Select the incidents you want to attach to the change order, 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.

  6. Click OK.

    The selected incidents appear in the Related Requests List on the Incidents/Problems tab of the Change Detail page.

  7. Click Close Window.

    The updated change order appears in the Change Order List when you redisplay the list.