Create a record relationship if a record needs to be related to another record or to another document. You might want to relate two or more records to ensure any further information that is not available in one record is accounted for in a related record.
Record relationships are uni-directional, meaning that the record selected first will be the parent to the second record selected, the child. The child can be reused in another relationship where it can be selected first to be the parent. You can create as many relationships as needed reusing the parent or child, and relating them to other records as needed.
You can perform this procedures on both formal, and informal records.
To create a record relationship:
Navigate to, and select a record.
Select Records > Create Record Relationship.
In the selection dialog box, select a second record or a document in a record, and click OK. For detailed steps see Locate an item in a selection dialog box.
Select the relationship type.
Click OK.