Item edit References is used to link References to the selected Item. The Reference link to an Item is informational. It does not affect any document building or calculation of results. However, when a Reference is linked to an Item the Item is then filterable by that Reference. Note: User permissions might be restricted by Form permissions, Bank permissions or the record being locked.

To link a Reference to the selected Item, click the Add Reference button. This will open a Reference Selector.

Select one or more References from the grid, then click the Add Selected button. The Reference Selector will close and the linked References will appear in the grid. To learn more about selecting records click here.

Click the pencil icon on the left of a row to edit the Item Reference link. By editing the link you can maintain the Section, Pages and Diagrams specific to this Item Reference link.

Once in edit mode, the user can change the Section, Pages and Diagrams of the Item Reference link. To commit changes, click the check mark on the left of the row. To cancel changes, click the X on the left of the row.

Click the X to the right of the row to remove the Reference from the selected Item.

The tab strip at the top of the page allows the user to go back to the Item entry grid Selection, to the Item Edit General page, to the Item Edit Text page, to the Item Edit Value page, to the Item Edit Competency page, to the Item Edit Meta page, to the Item Edit Attachment page, to the Item Edit Statistics page or Usage page. Audit will navigate to the Audit page and displays Audit information for the selected record. Note: depending on system configuration not all options are available.

If there are multiple versions of the Item, the user can navigate amongst them using the Select Version drop down in the blue info bar. See Versioning for more.