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. |
Start Date | A date to signal the Start of the Site Relationship. |
End Date | A date indicating when the Site Relationship will become Inactive. |
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.
A Site Relationship will default to Active upon creation, even without adding a Start Date.
Additionally, if the Site Relationship is created with a future Start Date specified, the relationship will also be set to Active.
Editing a Relationship
The Open Relationship button will open a panel for editing a relationship. Users may change the relationship type or description, may add/change the Start Date and End Date or may add a comment to provide further information about the Site Relationship.
Setting a Site Relationship to Inactive
The presence of an End Date will now indicate the relationship is no longer active:
Click Open Relationship for the Site want to set to Inactive.
Set an End Date and optional to add a comment if wanting to provide additional information/context.
Click Save. If the date is set in the Past the Relationship will immediately become Inactive. If the Date is in the future, the Site will remain active until the specified End Date.
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