You are here

Creating a new relationship

The Records Management Console has several default relationships. Add to these as necessary to meet your needs. Once you create a relationship, you cannot delete it.
This task assumes that you are on the Link Relationships page of the Records Management Console.
  1. Click New Relationship.

    The New Relationship page displays.

  2. Select the relationship type:
    • Bi-directional
    • Parent/Child
  3. Complete the appropriate field(s) appropriate for the relationship type.

    The values you enter display in the File Plan when a user creates the reference.

  4. Click Save.

    The new relationship appears in the list, which is sorted alphabetically.