Working with Services
3 min
You can link a service to a change from the Service tab.
Viewing Services Associated with a Change
- Log in to the application using the Administrator role
- Open the Change workspace.
- Open a record.
- Click the Service tab. The system displays a list of linked services, if any.
Adding a Service to a Change
- Log in to the application using the Administrator role
- Open the Change workspace.
- Open a record.
- Click the Service tab. The system displays a list of linked services, if any.
- Click Link. The system displays a list of all services.
- Highlight a service and click Select. The system displays the service on the list.
- Click Save.
Editing a Service Associated with a Change
- Log in to the application using the Administrator role
- Open the Change workspace.
- Open a record.
- Click the Service tab. The system displays a list of linked services, if any.
- Open a service. The system displays the Edit Service dialog box.
- Make changes as needed.
- Click Save. The system closes the dialog box.
- Click Save.
Removing a Service from a Change
Removing a service item from the list does not delete the service from the database.
- Log in to the application using the Administrator role
- Open a workspace such as the Change workspace.
- Open a record.
- Click the Service tab. The system displays a list of linked services, if any.
- Highlight the service to remove.
- Click Unlink. The system no longer displays the service on the list.
- Click Save.