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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create associated tickets for Universal record within Health and Safety Workspace

The agent working on the primary ticket of a Universal Request can request other departments for assistance in resolving a universal request (UR) by creating associated tickets for the UR.

Before you begin

Role required: sn_uni_req.routing_agent or admin

About this task

A routing agent of the primary ticket can request other departments for assistance in resolving a UR by creating associated tickets on the UR. Multiple departments can work simultaneously on the associated tickets to resolve the UR.

Procedure

  1. Navigate to All > Health and Safety > Health and Safety Workspace.

  2. Select the cases icon (

Image omitted: icon-hs-cases.png
Health and safety cases icon.\) to open the **Cases** tab.
  1. In the lists tab, select Universal Request and then select All.

  2. Select the universal request record.

  3. In the Primary Ticket field, select the information (

Image omitted: circle-info-outline-24.svg
information icon\) icon to open the health and safety case.
  1. Select the Create Associated Ticket button.

  2. On the Create Associated Ticket form, provide the following details:

    FieldDescription
    DepartmentThe different departments of the organization
    ServiceSpecific service of the chosen department
    Short DescriptionShort description of the new associated ticket
    DescriptionDetailed description of the new associated ticket
  3. Select Create.

Result

An associated ticket is created with the descriptions provided and is associated with the existing UR of the primary ticket. The associated ticket can also be viewed in the Associated Ticket related item of the Universal Request record.