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Excerpt

Associated Items

Associated Items TabImage Modified

The 'Associated Items' Tab appears on '(2024.1) Projects' and '(2024.1) Problems' records.

By clicking the Add AssociationImage Modified button located immediately above the 'Associated Items' Grid, the User is presented with a comprehensive list of all the 'Incidents', 'Orders', 'Requests', and 'Estimates' currently in the system. Depending on the type of item the User has selected as the parent, only certain items may be added as a child record.

Projects:

  1. Service Orders

  2. Service Requests

  3. Incidents

  4. Incident Requests

  5. Estimates

Problems:

  1. Incidents

  2. Incident Requests

Users can choose to bundle as many items together as desired.

When the desired items have been checked, click the Save button at the bottom of the 'Add Associations' form. The new Associations appear in the 'Associated Items' Grid. Once the User saves the new 'Problem' or 'Project', it appears on the 'Service Desk' Grid.

Removing an Association is as simple as selecting the item in the Grid and clicking the Delete AssociationImage Modified button. This removes only the Association, not the Associated item.

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