Adding and Removing Links to Records

The system allows activities (through setting an Activity Type) to be linked to a number of different records, which can be used to control the activity status, including the following:

• Sites

• Audits

• Assessments

• Product Records

To link an activity to a record:

1. Open the activity in edit mode.

2. Select the Go to for the record. The record opens in edit mode.

3. Select the Link to Process action. The Create Activity Link dialog box appears. It lists the process title, activity name, and linked record name.

4. Click Ok.

To remove a link to an activity:

1. Open the Linked Records page.

2. Select the linked records in the list to be removed.

3. Select the Unlink action.