Relating an Incident to a Problem

Steps:

1. Click the Incident Management item.

   Step 1

2. Click the Open button.

   Step 2

3. Click the INC0011342 link, for example. 

   Step 3

4. Click on the Magnifying Glass to retrieve a drop down list of the group you would like to assign the record to.  Alternatively, if you know the name of the assignee group, you can simply type the name in the field.

   Step 4

5. Click the Problems (1) tab you will see the Problem record added. 

   Step 5

6. Click the Edit button to add additonal existing Problem records to the Incident. 

   Step 6

7. For example, click PRB0040014 from the list. 

   Step 7

8. Click the Add button.

   Step 8

9. Click on the drop down list to filter by your chosen field. 

   Step 9

10. For example click the Priority item.

    Step 10

11. Click on the drop down list to choose the Priority for filtering. 

    Step 11

12. Click the Run filter button.

    Step 12

13. Click the PRB0040017 list item.

    Step 13

14. Click the Add button.

    Step 14

15. Click the Save button.

    Step 15

16. Click on the Problems tab to view the Problem records that have been related to the Incident.

    Step 16

17. Click save and finish. 

    Step 17

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