Link Tangible Entities

Once you've linked a tangible entity to a source entity, you can also link the tangible entities in that source entity to each other:

  1. Open the source entity.

  2. Select the Entities tab:

    • The Entities area shows the entities that are related to the source entity.

    • The Entity relationships area shows any relationships between these entities.

      The Additional Details pane shows more information about these entities.

  3. Use either of these methods to add a relationship between entities:

    • Right-click in the Entity relationships area > Select Add.

    • Select the Add icon above the Entity relationships area.

  4. Enter text in the Filter fields to make it easier to see the entries you want to connect > Select Refresh.

  5. Select the first entity for the relationship in the From Entity area.

  6. Select the next entity for the relationship in the To entity area.

  7. Specify the relationship between the entities you've selected in the Relationship drop-down:

    • Use the Start Date fields to specify the date and time from which the relationship applies to the entities.

    • Use the Finish Date fields to specify the end date and time for the relationship between the entities.

      The available relationships are specified on an entity's Relationships tab.

      You'll only be able to specify a start and finish date if these dates are relevant to the type relationship you've selected.

      These setting are managed by your administrator.

      For example, the start and finish dates might be available if the relationship is about where someone resides.

  8. To change the date and time the relationship was discovered, change the date in the Discovered Date field.

  9. In the Source Agency drop-down, select the source that provided the relationship information.

  10. In the Source Grade drop-down, specify how reliable the information source is.

  11. In the Info Grade drop-down, specify how reliable the information is.

  12. In the Relationship Status drop-down, specify the status of the relationship.

  13. Use either of these options to save your changes:

    • To save your entry and record another relationship between two entities, select Save & New.

      The Edit Relationship screen shows the saved relationship at the top of the screen.

      You can't change or delete that information from this screen.

    • To save your entry and close the Edit Relationship window, select Save & Close.

      The relationship displays in the Entity Relationships table on the Entities tab.