How To Relate Defects and Actions

Relate from a Defect

The “Relate Action” function is accessed from the Defect Menu options to allow a number of Actions to be related to a Defect.

      Reference ID                                                         The exact Action Reference ID if known can be input here

      From/To                                                                 Input a date range to produce a list to be selected from

      Available Filter                                                     An existing Action view can be used to select an Action to relate

      Relate from an Action

      The “Relate Defect” function is accessed from the Action Menu options to list all Defects not Completed for the Action’s Asset and descendant Assets.

      Unrelate from an Action

      To do this, open the Related Items tab of the Action, select the defect to be unrelated then click the Unrelate button.

      Note: Defects that are related to Actions are marked by a value ‘1’ in the field ‘Actionid’ in the defect table.