Service Manager

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Using Related Items and Object Matching

•About Related Items and Object Matching

•Viewing Related Items

•Filtering the Related Items List

•Linking and Resolving Related Items

•Working with Object Matching and Related Items

About Related Items and Object Matching

When viewing or creating incidents, problems, or knowledge articles, Service Manager displays a list of related items in the right pane (called the Related Items pane) of the window. The related items list is triggered by keywords in the Summary field. The system uses object matching to search the database for records matching the keywords. Object matching performs a Microsoft SQL full-text search in all full-text indexed fields in the business object tables when business objects (such as incidents and problems) are searched. Ranking is also performed by the Microsoft SQL engine.

Viewing Related Items

Items in the Related Items list are grouped by type: incident, problem, and knowledge.

Do the following to view details about an item on the Related Items list:

1.Log into the Service Desk Console.

2.Open a workspace.

3.Open a record within the workspace.

4.Enter a search word and click the magnifying glass. The system displays search results.

5.Click on the item in the Related Items list, to open the details window.

6.To collapse or expand the group list, click the arrow beside the group header.

7.To generate a different result, enter new criteria in the text field under Related Items, then click the magnifying glass.

The default business objects for the search results are incident, knowledge, and problem, but the administrator can modify this.

Filtering the Related Items List

You can reduce the number of items that appear in the Related Items list by filtering the items to show only items set to resolved or closed.

1.Perform steps 1-4 in Viewing Related Items.

2.Scroll to the bottom of the Related Items list.

3.From the Filters drop-down list, choose a filter.

Linking and Resolving Related Items

The business object workspace, for example, the Incident workspace, may have various options on the bottom, depending on the business object. You can optionally click any of the following:

•Link: Links the item to your record. The item appears under the corresponding tab (knowledge, problem, or incident).

•You can link incidents to problems and Knowledge Base articles.

•You can link problems to incidents and Knowledge Base articles.

•You can link Knowledge Base articles to other Knowledge Base articles.

•Link Incident: Links the incident to your record.

•Update to Known Error: Sets the problem type to known error. See Working with Problems.

•Link and Resolve: Sets the incident status to resolved. See Viewing an Incident.

•Link Related Knowledge: Click to relate a knowledge record to another knowledge record. This option does not change the status.

•Resolve Incident: Resolves the incident.

•Link Problem with Incident: Links the problem with the incident.

•Resolve via Resolution: Resolves the problem.

•Resolve via Workaround: Resolves the issue via a workaround.

For information about configuring these settings, see Configuring Search.