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Link Records Page
How to track progress from your Link Records page
How to track progress from your Link Records page
Hana Block avatar
Written by Hana Block
Updated over a week ago

Linking records allows users to link and connect any material to another material (ex: subcomponents), location, or tasks.

How to link materials with tasks:

From the home page go to the Link Records page from the left hand side bar.

From the drop down list select your material record type that you wish to link to your other task record type

Populate the columns with the material and task ID's you wish to link. If you already have these internally or in an Excel spreadsheet, you can copy and paste them directly into the table.

Once all the material and task ID's are added into your table, click the "create" button on the top right hand corner of the screen. A pop up message will appear to confirm that your links are correct. If they're not, click "cancel" and amend the table.

If everything is correct, click "confirm" to link your records. A confirmation message will appear in the bottom right hand corner when these records have been successfully linked.

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