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How Do I Add a Related Item via the Incident Register?

***Please note, adding Related Items via the Register view is only available for incidents added before 23rd April 2022***

 

Related Items can be added either via Registers or via an Incident Assessment.   This article deals with adding a Related Item via a Register.

Via Registers

  • Navigate to Incident>Reported Incidents and click the view button beside an incident, and click the Related Items tab.  You will be presented with a list of related registers which may already have Related Items linked.
  • To add a Related Item, click on the related register name; click, scroll or search for the relevant related record, and then click the Add Register Link button. 
  • (The example below shows an Incident record being linked to an Attachment record.)

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  • Before exiting, remember to click the green Save button at the top right: 

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