How to create a related item

You can link a new register item with an existing item by using 'create a related item'. 

Common uses for this are:

1. New improvement suggestions resulting from an incident or complaint

2. a scheduled reporting task relating to a contract

To create a related item:

Open the register item (eg. Incident, Supplier, Contract) and click on ‘Create a related item’.  

related_items.png

Select the register in which you want to create a new linked item. 

related_items_menu.png

Click 'Go'. This will launch the Details Form for the new linked item. The two items will be connected via a hyperlink in the system event history.

Issues linked to Improvements can be seen in the Closed Tab in the Improvements register:

linked_item.png

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