Select from Hierarchies and Relationships

You use the Select from Hierarchies and Relationships dialog box to add one or multiple assets, locations, or CIs to a record. The dialog box allows you to search other work order and ticket records for the assets, locations, or CIs you want to add to the existing record. You can access this dialog box from multiple applications.

To select from hierarchies and relationships:

  1. In the Select from Hierarchies and Relationships dialog box, if you know the work order or ticket record that you want to copy assets, locations, or CIs from, enter the value in the Search Record field. You can also click the Detail Menu to retrieve a value. Click Refine.

    or

    To narrow your search, enter values in any of the fields above the table window and click Refine.

    The top table window displays work orders and tickets that are in the existing record's hierarchy, or are related records. You also can use the Filter in the top table window to filter your results.

  2. In the top table window, select the row that contains the work order or ticket record that you want to copy assets, locations, or CIs from.

    The bottom table window lists all assets, locations, and CIs associated with the highlighted work order or ticket.

  3. In the bottom table window, select the Select Record check box for each asset, location, or CI you want to add to the record. You can select more than one record.

Note: To select all records displayed in the bottom table window, select the Select All Records check box in the table header.

  1. Click OK. The system saves the assets, locations, and CIs you selected to the record.