You can reference records to create a connection between them. This can be useful, for example, to track records that have been superseded or obsoleted.
Click the title of a record in the File Plan.
The record details page is displayed.
- Scroll down the page and click the icon in the References section.
- Click New Reference.
- Enter a Reference name.
- Click Select and then navigate the File Plan to find a record to reference and click .
- Click OK.
Select a relationship with the referenced record.
Note: Most references do not 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However, if you select Obsoleted by/Obsoletes or Superseded by/Supersedes, then any outstanding disposition schedule obsoleted or superseded events will be automatically completed.
- Click Create.