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Identify the parent incident and copy the parent incident number. The parent incident is the related incident that has the most accurate or comprehensive information, but don’t stress too much over the decision.

In each child incident paste the parent incident number into the Parent Incident field in the Related Records tab.

From this point on, ONLY work from the parent incident. All work notes and additional comments added in the parent incident are copied to each child incident.

  • If any of the callers on the child incidents are listed as “Guest” copy and paste their email address(es) into the Watch List so that they are notified of each update.

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