This documentation applies to the 8.1 version of Change Management, which is in "End of Version Support." You will not be able to leave comments.

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Defining relationships

You use request types to define relationships. To view a list of request types to which you can relate releases and their available actions, along with their start and end dates, see Related request types for BMC Change Management and Release Management. The list varies depending on the other BMC Remedy ITSM applications installed with BMC Change Management.

To define a relationship when using the Best Practice view

  1. Open the change or release request.
  2. In the Quick Action area, click the arrow beside Create Relationship to.
  3. From the menu, select the type of record to which you want to relate the current record.
  4. In the Search field of the dialog box that opens, type a search string.

    Note

    The keyword search is available only when BMC Knowledge Management is installed with BMC Remedy IT Service Management. If BMC Knowledge Management is not installed, the Advanced Search is displayed. If the Advanced Search is displayed, in the search window for the request type, enter information about the search criteria tabs, and then click Search.

    For example, if you are creating a relationship to an incident request about a printer that regularly goes off-line, you might type printer off line.The search scans multiple fields in each record looking for a match, and returns a list of records that contain any of the words - printer, off, or line in one of the scanned fields.

    Note

    The type of search dialog box that appears depends on the type of record you chose from the menu. Try to supply as much information as possible in each type of search to reduce the overall number of records returned by the search. If, after using a more specific search string, the search returns too many records, consider using the advanced search. To do this, click Use Advanced Search, which opens a form in search mode that is relevant to the type of relationship you are making.

  5. From the search results table, select the specific record to which you want to create the relationship.
  6. From the Relationship Type list at the bottom of the search dialog box, select the type of relationship you want to create.
  7. Clicking Relate to create the relationship.

    Note

    The specific list for Select a Relationship Type depends on the type of relationship you are creating. For example, if you are creating a relationship with another change request record, the list includes Related to, if you are creating a relationship with an incident request record, the list includes Related to, Caused, and Corrects. If you are creating a relationship with a known error, there are two relate buttons: Initiated by and Related to, and so on.

  8. Close the search dialog.
    The related request types and relationship types appear in the Relationships table. To refresh the table, click Refresh from the right-click menu.

To define relationships when using the Classic view

  1. Open the change or release request from which you want to define the relationship, and then click the Relationships tab.
  2. From the Request Type list, select the type of record you want to relate the current record to.
    You can relate a request to any of the options listed in the Request Type field, for example, Infrastructure Change. For more information on these options, see Related request types for BMC Change Management and Release Management.

    Note

    For specific instructions on CIs, see Relating configuration items to change requests.

  3. Click Search to search for a request type or Create to create a new request.
    If you create a new change request, the request is automatically related to the change request when you save it.
  4. In the Search field of the dialog box that opens, type a search string. For example, if you are creating a relationship to an incident request about a printer that regularly goes off-line, you might type printer off line. Try to supply as much information as possible in each type of search to reduce the overall number of records returned by the search.

    Note

    The type of search dialog box that appears depends on the type of record you chose from the menu.

    The search scans multiple fields in each record looking for a match, and returns a list of records that contain any of the words - printer, off, or line in one of the scanned fields.

    Note

    If, after using a more specific search string, the search returns too many records, consider using the advanced search. To do this, click Use Advanced Search, which opens a form in search mode that is relevant to the type of relationship you are making.

  5. From the search results table, select the request with which to define the relationship.
  6. From the Select a Relationship Type list at the bottom of the search dialog box, select the type of relationship to define.
  7. Click Relate, and then click OK.

    Note

    The specific text on the relate button depends on the type of relationship you are creating. For example, if you are creating a relationship with another change request record, only the Related to button is displayed. If you are creating a relationship with an incident request record, there are three buttons: Related to, Caused, and Corrects, if you are creating a relationship with a known error, there are two relate buttons: Relate With Solution and Relate Without Solution, and so on.

  8. Click OK.
  9. Close the search window.
    The related request types and relationship types appear in the Relationships table. To refresh the table, click Refresh from the right-click menu.
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