Associating incidents

You can use the Incident InfoViewer to link incidents to other incidents, and to associate incidents with work orders, asset inspections, cases, and service requests. You can also use the Action button to create new work orders, cases, or service requests for the incident.

  1. Load the incident you want into the Incident InfoViewer.
    You can open an incident in the InfoViewer by clicking the correct Incident # link on any form that shows the link, such as Lookup Incidents.
  2. Select the Associations tab.
  3. Enable editing in the grid for the type of record you want to associate with the incident and click Add.
  4. Use the popup that is displayed to select the record you want to associate with the incident.