Link Action Item

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Introduction The Link Action within a request enables two main functions. Firstly, the searching for and linking of requests, and secondly the raising of new linked requests.

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Linking Requests

Use the Search bar to find related requests and link them to the request.

• Filters - Use the supplied filters to narrow the returned results, options include Status, Type, Customer, Owner, Service
• Link - From the Returned Results, use the Link button next to each request, to link it to the request

• Relationships - If Service Manager Relationship Links have been configured, choose from one of the available Link types, to create not only a link, but a defined relationship between the requests. If Relationship Links have not been configured, no drop down will appear, and requests will use the generic Link option.