Originating and follow-up record relationships

Tickets, certifications, audits and surveys, permits to work, work orders, or operator log entries can consist of an originating record and a follow-up record. A follow-up relationship associates records for information purposes only. For example, you might create a follow-up work order when you complete a job, but notice that more work is needed on the same asset or location.

You create follow-up records by using the Create recordName action. After you relate the records, the records and their relationship types are shown on the Related Records tab of the applications that are associated with the two records. For example, if you create an improvement record from an incident record, the originating incident record is shown on the Related Records tab in the Improvements application. The follow-up improvement record is shown on the Related Records tab in the Incidents application. The original record has a relationship type of ORIGINATOR and the new record has a relationship type of FOLLOWUP.

Only tickets, certifications, audits and surveys, permits to work, work orders, and operator log entries are shown on the Related Records tab. For example, if you create a risk assessment record from an incident record, the originating incident record is shown on the Related Records tab of the Risk Assessment application. The risk assessment record is not shown on the Related Records tab of the Incidents application. The risk assessment record is not a ticket, a certification, an audit and survey, a permit to work, a work order, or an operator log.

In some cases, a system administrator can allow a follow-up record to update the status of its originator. If multiple follow-up records exist, a follow-up record cannot change the status of its originating record. An originating record cannot change the status of its follow-up record.