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useful, for example, to track records that have been superseded or obsoleted.
- Hover over a record in the File Plan and click More then Add Relationship.
-
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However, if you select Obsoleted by/Obsoletes or Superseded by/Supersedes, then any outstanding retention schedule obsoleted or superseded events will be automatically completed.
-
Click Select Record and then select a record to create a
relationship with by clicking
.
-
Click OK.
The selected record is shown in the New Relationship screen.
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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.