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Creating relationships between records

You can add relationships to records to create a connection between them. This can be useful, for example, to track records that have been superseded or obsoleted.
  1. Hover over a record in the File Plan and click More then Add Relationship.
  2. Select a relationship type in the New Relationship screen.

    Note: Most relationships don't alter or affect a record in any way, they are just used to create an association between records.

    However, if you select Obsoleted by/Obsoletes or Superseded by/Supersedes, then any outstanding retention schedule obsoleted or superseded events will be automatically completed.

  3. Click Select Record and then select a record to create a relationship with by clicking Add.
  4. Click OK.

    The selected record is shown in the New Relationship screen.

  5. Click Create.

    You can repeat these steps to add relationships to multiple other records. You can see details of any relationships when you click on a record to preview it, and relationships can be added and deleted here if you have the correct permissions.

    When records are created from versions of the same file, a relationship between the records is automatically created.

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