In this article:
Learn how to create related items in Logiqc, so you can connect register items that affect each other and keep a clear trail between them.
Common examples include creating an improvement from an incident, feedback, or complaint; scheduling a compliance task relating to a contract; or raising a non-conformance from an audit. When you create a new register item or link two item together, the link appears on the Related items tab of both items, so you can track the connection from either side, and you can link items whether they are open or closed.
Before you start
Check the following:
- No special permission is required - anyone who can edit the item can add or remove its related item links.
- The item has been saved at least once - the Related items tab only becomes available after the first save.
- Your organisation has the register you want to link to enabled - check with your administrator if a register you expect to see is missing.
Open the Related items tab
Open the item you want to link from, and select its Related items tab (usually the last tab on the page).
From there, you have two ways to connect items. Choose whichever fits what you're doing, they aren't sequential steps:
The Related items tab on a register item, showing the Add new item and Link items buttons.
Add a new related item
Select Add new item. Choose a register from the list to create a new item, and Logiqc links it back to the source item automatically once you save it.
Tip: the Incident register also lets you add an improvement directly from the details form, using the Identified issues and improvements component. Select Add to add an improvement.
Link an existing item
Select Link items. In Create links with other register items, choose a register and search for the item you want. Select one or more items, then select Save to create the link.
Note: if you switch to a different register partway through, any items you have already selected stay selected. Select Show closed items to include closed or archived items in your search.
Choose a register, search for the item you want, select one or more items, then select Save.
View everything together
After completing either option, open the Related items tab on either item to see the link, including its status, register, type, name, and relationship. Related links are also listed in the System event history of both items.
Read the article to find out more:
How this differs by register
The steps above are the same everywhere, but a few registers add their own twist:
| Register | Has a Related items tab? |
|---|---|
| Risk | Yes. Linking most other register items here also shows them in the Risk controls panel. Remove the link from there, not from Related items. Feedback, Improvement, Incident, and Repair items can be linked here too, but never count as risk controls. |
| Contract | Yes. It's the final tab on the page. A contract can also be linked from the other side using a Related agreement field on the linking item; that link appears here too, but can only be removed from that field. |
| Document, Risk | Yes. Same as any other register. These two also have a separate Standards tab (not part of Related items) showing the Accreditation standards they support. |
| Supplier | Yes. Alongside its own dedicated Assets, Contacts, and Contracts tabs. |
| Accreditation | No. Evidence is linked from the standard's own evidence panel instead. See Link evidence to accreditation standards. |
| Feedback, Improvement, Incident, Repair | No. But each can still be selected as the register when adding or linking from another item's Related items tab. |
Troubleshooting
Removing a related item link only removes the connection between two items - it never deletes either item. How you remove a link depends on where it was created.
I want to remove a link
- Open the Related items tab and find the row with the relationship Related to - these are links created directly from this tab using Add new item or Link items.
- Select the bin icon on that row to remove the link.
Select the bin icon on a Related to row to remove that link.
The bin icon is disabled
- A disabled bin icon means the link was created from a dedicated field or panel elsewhere in the product, not from the Related items tab.
- Manage or remove it from that original location instead - see the table below.
| Relationship | Manage it from |
|---|---|
| Risk control | The risk's Risk controls panel |
| Evidence | The accreditation standard's requirement - see Link evidence to accreditation standards. Evidence links can be removed from either side. |
| Source documentation / Reference document | The source or reference document field on the item that created the link |
Manage a Risk control link from the Risk controls panel on that risk.
What happens next
Either item shows the full picture
Because the link is recorded on both items at once, whoever opens either one later can see what it connects to, without needing to already know the link exists.
Links can be changed later
If a link was made from the wrong register or is no longer needed, see Troubleshooting above to remove it - that never deletes either item.