Related Procedures document how your Procedures fit together: which ones follow each other, which can be used instead of each other, and which are worth reading together. Portfolio Administrators and Leads may relate Procedures.
- Navigate to the Procedure and press the Info tab in the detail pane.
- Open the Related Procedures panel and press the Relate button to open the Relate a Procedure dialog.
- Complete the dialog:
- Related Procedure: any Procedure in your Organization you can read, including Drafts.
- Relationship, read from this Procedure:
- Precedes: the other Procedure follows this one. On the other Procedure, the relationship reads Preceded by.
- Alternative to: either Procedure serves the same purpose.
- See also: the other Procedure is worth reading with this one.
- Description: optionally, why the Procedures relate, such as
once the contract is signed.
- Press Save.
Relationships are shown on both Procedures and included in exports. They document the fit only; they never start anything on their own.
Start the following Procedure automatically
For a Precedes relationship, TaskTrain can start the following Procedure when an Assignment of this one completes. Press the relationship's Actions menu and select Start Automatically… to create a Hand-off Trigger. Relationships with a Hand-off Trigger show "Starts automatically", on both Procedures. See Hand Off to the Following Procedure.
To change or delete a relationship, press its Actions menu and select Edit Relationship… or Delete Relationship…. You can change the relationship type and description, but not the Procedures it joins; to relate a different Procedure, delete the relationship and create another.
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