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Referencing records

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 This can be useful, for example, to track records that have been superseded or obsoleted.
  1. Click the title of a record in the File Plan.

    The record details page is displayed.

  2. Scroll down the page and click the Manage icon in the References section.
  3. Click New Reference.
  4. Enter a Reference name.
  5. Click Select and then navigate the File Plan to find a record to reference and click Add.
  6. Click OK.
  7. 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    However, if you select Obsoleted by/Obsoletes or Superseded by/Supersedes, then any outstanding disposition schedule obsoleted or superseded events will be automatically completed.

  8. Click Create.