You can relate an existing Submittal, RFI, Issue, or Form to
another work item, so they can be viewed from each other, by going to .
- From the home page, under Projects, select the name of
the project you want to open.
Alternatively, go to the main menu
in the upper left-hand corner, select
Projects, and then select the
name of the project you want to open.
The Dashboard for the project
appears.
-
Click the tab for the work item type (submittal,
RFI, issue, form).
-
Select the number for the work item you want to
work with.
Note: The number appears in blue text and becomes
underlined when you mouse over it.
The page for that work item
appears.
-
Click the Related button
.
-
Select Relate Existing Record.
The Related Existing Record window
appears.
-
In the Record Type field, select the
appropriate work item type (submittal, RFI, issue, form).
-
In the Select Relate Record field,
enter a number or title to find the record you want to relate to the work
item.
Related work item options
appear.
-
Select the appropriate work item to relate.
-
(Optional) Select the Copy Latest Attachments for Existing
Record check box to copy your attachments.
Note: Attachments are not enabled for Forms.
-
Select Save.
The existing work item is related to the selected work item,
and thereafter appears under the Related button .