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example, to track records that have been superseded or obsoleted.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.
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Scroll down the page and click the
icon in the References section.
- Click New Reference.
- Enter a Reference name.
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Click Select and then navigate the File Plan to find a record to
reference and click
.
- Click OK.
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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However, if you select Obsoleted by/Obsoletes or Superseded by/Supersedes, then any outstanding disposition schedule obsoleted or superseded events will be automatically completed.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.