View Work Details for CI

Use the View Work Details dialog box to view details of all tickets and work orders associated with the configuration item (CI) specified in a Configuration Item field. You can select one or more of the listed tickets and work orders and relate them to the current ticket.

You can also use this dialog to view the CI collections of which the specified CI is a member.

Note: The Configuration Item field in the Details section of the ticket identifies the primary CI that is affected by the ticket. Configuration Item fields are also included in any new rows that you add to the Multiple Assets, Locations, and CIs section of the ticket. Use these fields to identify additional CIs that are affected by the ticket. These instructions apply to any configuration item identified on the ticket.

To view work details for a CI:

  1. On the current ticket record, enter a value in a Configuration Item field or click Detail Menu Detail Menu icon > Select Value to select a value.
  2. Click the detail menu Detail Menu icon next to the Configuration Item field, and then select View Work Details. The View Work Details dialog box is displayed.

    The tickets and work orders associated with the specified CI are listed on the Work tab. The CI collections of which the specified CI is a member are specified on the Collections tab.

    By default, Containment CI records are also listed. A Containment CI record shows information about a component contained in the CI. For example, a laptop is a CI which contains a CPU, a CD drive, and memory.

  3. Complete the following steps to filter the types of records that are displayed:
    1. Clear the Show Containment CIs check box if you do not want to display Containment CI records.
    2. Select the Include History? check box if you want to list historical (archived) tickets and work orders associated with the CI.
    3. Click Refresh.
  4. Click on the tabs to view the work details (filtered by your check box selections) associated with the CI.

    If column headings are underlined, you can sort column information by clicking the headings. You can also filter the display on each tab by clicking Filter Filter icon.

    To view more details for a record, click Detail Menu Detail Menu icon next to its identifier. The system opens that record in its application.

  5. When you have finished viewing the work details, click OK to close the dialog box.

To relate tickets and work orders to the current record:

  1. Follow the instructions in the preceding section to list all of the records associated with the CI.
  2. On the Work tab, select the check box next to each record that you want to relate to the current record.
  3. Complete one of the following options to relate the selected tickets and work orders to the current ticket:
    • If the current record is a global ticket, you can relate the selected tickets to the global issue. To do so, click Relate Records to Global Issue . (This button appears only if the current ticket is a global ticket.) Relating tickets to a global issue establishes a RELATEDTOGLOBAL relationship between the tickets.
    • Click Relate Records. Relating records establishes a RELATED relationship between the records.
  4. Click OK. The system relates the records and closes the dialog box.
Note: To view the relationship between records, or to break the relationship, use the Related Records tab.
Parent topic: Working with assets, CIs, and locations

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