Overview
The Relations tab shows entities that are related to the current record.
Any changes made to relations are recorded in the Audit History for both the current and related entities. Also, if a record is merged or split, a relation is automatically created noting the merge/split action on this screen.
Relationship Types
Relationship Types describe the relationship between two linked records.
Relationship types can be directional or non-directional. A non-directional relationship will have the same description whether viewing the relationship from either entity. For example "Same Owner" is a non-directional relationship. A directional relationship will have a different description depending on the side of the relationship in which it is being viewed. Directional relationships are commonly "parent-child" relationships. For example a relation may say "Owned By" from one side of the relationship, but "Owns" from the other. When adding a relationship, both "sides" of a directional relationship will be available for selection. To continue using the previous example, the user will be able to select either "Owns" or "Owned By" when setting the relationship.
Relations Table Columns
The following fields are presented in the relations list.
Field | Description |
|---|---|
Category | Indicates whether the related entity is a Site, Person, or Organization. |
Related Entity Name | The name of the related entity. |
Relationship With Current Entity | Displays the relationship type between the related entity and the current record. |
Related Entity Number | The system identification number of the related entity. |
Active Permits | A list of permit numbers of active permits issued to the related entity. |
Status | Indicates whether the status is Active or Inactive. |
Action Column | Allows for the following actions:
|
Adding a New Relationship
To add a new relationship between the current record and another entity:
On the Relations tab, click Add New Relationship.
Search for the target entity.
Select the desired Relationship Type.
Click the Relate button to finish creating the relationship.
Editing a Relationship
The Open Relationship button will open a panel for editing a relationship. Users may change the relationship type or description, or may activate/inactivate the relationship.
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