How to use Links in an SMF record

How to use Links in an SMF record

System navigation

  1. Access the Senior Management Function records list.

  2. The ‘Senior Management Function List’ page is displayed. Click on the Senior Management Function record to display its details.

  3. The ‘Senior Management Function’ page is displayed with that record. Hover over, or click, the menu option. Click the Links 1 option.

  4. The Links window is displayed.

  5. Click the required tab to view links from this record to records in that module.

Add a new Link

Only Administrator or Administrator - Accountability position’s can add new Links.

  1. Click on the dropdown arrow in the Links field 1.

  2. Click on the record 2 to be linked. It’s number will appear in the Links field 1.

  3. Click the Link 3 icon to link that record to our SMF record.

  4. The Linked record will appear in the linked list.

Delete a Link

Only Administrator or Administrator - Accountability position’s can remove Links.

Note: If you have edit access and the Delete icon does not display, click the record to Delete the link from the Links window on the other Module.

  1. Click the Delete Link 1 icon of the record to be delinked.

  2. The ‘Confirm’ window appears. Click OK to delete the link, or click Cancel.

    • Related Articles

    • Certificates - Links to Register records

      Add a Link Note: Edit access to the Register record is required to add Links to this record. Access the required Register records list. That Register List page is displayed. Click on the Register record to display its details. The ‘Register’ page is ...
    • How to add a new SMF record

      A Senior Management Function record can be created either from: The Senior Management Function List page; or The Senior Management Function page; or The Repository. Access the Senior Management Function records list. From the ‘Senior Management ...
    • How to delete or undelete an SMF record

      Delete a Senior Management Function record Deleting a Senior Management Function is NOT recommended if you wish to retain the content of this record. Note: Only Administrators and Administrators - Accountability can delete a Senior Management ...
    • How to add, edit or delete a note from an SMF record

      Access the Senior Management Function records list. The ‘Senior Management Function List’ page is displayed. Click on the Senior Management Function record to display its details. The ‘Senior Management Function’ page is displayed with that record. ...
    • How to add, edit or delete an Accountable Person on an SMF record

      System navigation Access the Senior Management Function records list. The ‘Senior Management Function List’ page is displayed. Click on the Senior Management Function record to display its details. The ‘Senior Management Function’ page is displayed ...