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How to make associations in Compliance ?

Now you will be able to generate associations in an easier way, with the new association experience you will be able to quickly search for records to associate, travel between modules to create new records and consult those that are already related.

Go to the module of your interest, select the entity you are going to associate and click on the "see more" option. Now inside the incident you will see a list of the records that are already associated, you will also find a single button "associate"

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Click on the "associate" button, there you will see the list of records in the module you are in. In this section you can search for records with the search engine or choose from the options available in the module.

 To make the association you must click on the "+" icon on the right side of the record to be selected.

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In addition, you will be able to create the incident you need to associate without leaving the association process, since by clicking on the "create" option on the right side of the section you will be redirected to the form to create the record and associate the elements. 

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You will also be able to consult information of the records already associated to an entity within the associations section of each module, in order to optimize the process.

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