Getting detailed record information

To get detailed record information about a record, click the Details tab. The contents, which appear in the form pane, are many of the fields in a record. Your administrator configures which fields you see.

You can vary the width of the form pane by dragging the right side of it.

You can scroll through all the fields or jump to a section in the Detail tab. To jump to a section, click the menu icon () to the left of the record type to display the sections in the form pane. Click the section title you want to jump to. For example, in the following image, if you click Notes, the record fields scroll up to the Notes section.

Getting information related to the open record

The Related items menu provides tabs that display information related to the open record.

Click these tabs to understand what this record might be affecting. For example, clicking Impacted Services displays the services affected by the incident in the open record. For more information, see Get information related to the open record.

Adding information to a record

When working on a record, you might add or revise some of the fields in the record. You can do that on the Details tab. For example, on the Details tab, you might change the Urgency value of the record to 1 - late, or, after solving an issue, enter a resolution summary in the Resolution notes section. After entering or changing information in the form pane, click Save.