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Creating a new relationship

The Records Management Console has several default relationships. You can add more relationships, but once you create a relationship you can't delete it.
  1. Click Relationships in the Records Management Console.
  2. Click New Relationship.

    The New Relationship page displays.

  3. Select the relationship type:
    • Bi-directional
    • Parent/Child
  4. If the relationship type is Bi-directional, complete the Label field, and if the relationship type is Parent/Child, complete the Source and Target fields.

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

    Tip: The existing default values give good examples of how to label relationships.
  5. Click Save.

    The new relationship appears in the list.