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Link or Unlink a Related Record from an Inspection

Steps

Access the Inspection Data section.

To Link a Related Record

In the heading of the left pane, select , and then select the related record type that you want to link to the Inspection.

The Link <Type of Related Inspection> to <Asset>window appears.
Search for the related record that you want to link, and then, next to that record, select the radio button.

Note: Only related families that can be linked to the selected Inspection will appear in the list.

Select OK.

The related record is linked to the selected Inspection.

To Unlink a Related Record

In the left pane, navigate to and select the related record that you want to unlink.
In the heading of the left pane, select , and then select Unlink.

A message appears, asking you to confirm that you want to unlink the related record.
Select Yes.

The related record is unlinked from the selected Inspection.

Related Information

About Inspections
Inspection Records
Inspection Management Workflow
Overview of Inspection Management

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