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SMF - Add and Delete a Link
SMF - Add and Delete a Link

SMF - Add and Delete a Link

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Written by Christina Pan
Updated over a week ago

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.

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