Relating records to CIs

You can relate records to the current CI from the Relationships tab.

To relate a record

1. Open a CI, as described in Using search.
2. Click the Relationships tab.

3. From the Request Type list, select the type of record you want to relate.

   Depending on which BMC Remedy applications you have installed, you might see more than one option in the Request Type list. For example, if you have BMC Incident Management installed, you can select to relate an incident from this list. 
4. If you selected Asset Record, select a CI type from the CI Type list, and click Search.
   The search dialog box displayed depends on the type of record you want to relate.

5. Specify your search criteria, and click Search.

   Important

   • If BMC Remedy Knowledge Management is installed, the Global Search option is displayed. Global search performs a basic keyword search across multiple forms for records that match a word or phrase that you type in the search area.
     To include additional search criteria, click the Use Advanced Search link.
   • The Global Search functionality does not include Asset CIs. On the CI Search dialog, the relationship keyword search is provided and the search is performed on the CI Name. This keyword search is enabled when BMC Knowledge Management is installed.
6. Select one or more records from the table.

7. From the Relationship Type list, select the relationship between the records. For a detailed explanation of all relationship types, see Relationship types.

   Important

   What appears in the Relationship Type list depends on the type of record you are relating. The list is different for a known error in BMC Problem Management, an infrastructure change in BMC Change Management, and so on.

8. Click Relate.
   The Select Relationship Type dialog box appears.
9. Select a value and click OK.
   The record that you related appears in the Current Relationships table of the CI record.