# Related Records

{% hint style="warning" %}
**Notes:** 

* Only active users with a license, access rights, and viewing and updating privileges can add or edit related record. If you do not have the access, please contact your company owner or system administrator to request the necessary access and privileges to perform this action.
* This section will appear on the form (if applicable) after the record is saved. Once saved, the section is accessible and usable in any status.
* The bidirectional relationship between [Curriculum Definitions](/help-center/ciqa-eqms-user-guide/modules/human-resources-management/training-management/curriculum-definitions.md) and [Training Definitions](/help-center/ciqa-eqms-user-guide/modules/human-resources-management/training-management/training-definitions.md) is viewed as an **assignment** rather than a related record.
  {% endhint %}

In this section, you can link up the active records from different modules. To add a linked record, select the module and then press the <img src="/files/ZfJk7FHKooKm8HArFFxd" alt="" data-size="line"> link icon button.&#x20;

<figure><img src="/files/hv3Ifvdrttr4d9WxPW00" alt=""><figcaption></figcaption></figure>

### Link record

It will show a window with all the record types you selected. Select which ones you want to add and save it by pressing the green checkmark icon ![](/files/P9VaBDIoHvPaidYBYBOu).

![Records Lookup Screen Example](/files/LxUiwnCc1L8OpR6i2PG0)

{% hint style="info" %}
**Tips**

* Inactive, Duplicated, and Canceled statuses will not be visible for selection.
  {% endhint %}

### Unlink Record

To delete the link-up just press the<img src="/files/z9YzZh4akymu6rAw9Ee2" alt="" data-size="line">unlink icon button.

<figure><img src="/files/gS7QO7MfSWTHXhReL0co" alt=""><figcaption><p>Related Record Unlink Screen Example</p></figcaption></figure>

### External Link

Clicking the icon ![](/files/GUas1vPWV4qaevTUqcWh) will take you to the linked record's file. Here you can view and edit the record information id necessary.

<figure><img src="/files/2h4WwY7bZG8n1VRbu0Ol" alt=""><figcaption></figcaption></figure>

### Audit Trail Report

{% hint style="warning" %}
**Notes:** Audit trails for duplicated records do not retain the history of previous links or unlinks.
{% endhint %}

Click the icon <img src="/files/KulB3N5VEhv04rRhYV9H" alt="" data-size="line"> to access the activity of linked records in chronological order. You can view a complete log of events that cannot be edited or modified.&#x20;

<figure><img src="/files/EHaw0KGaHIqyxUuPs5vJ" alt=""><figcaption><p>Example of Audit Trail Activity</p></figcaption></figure>

By pressing the print icon <img src="/files/a2wlQpxEHTNyvzvU6bkg" alt="" data-size="line">, the system automatically downloads the audit trail report.

<figure><img src="/files/aSCWX1rrqgKMxgRLT5EG" alt=""><figcaption><p>Audit Trail in PDF</p></figcaption></figure>

When you print, it will include a stamp with a unique control number along with the name of the user who initiated the print with a stamp detailing the date/time it was made, all this information can be found in the document footer, as shown in the example below. Designed to comply with the cGMPs, ALCOA, ALCOA+, and other data integrity and security standards associated with forms and documents.

<figure><img src="/files/xJZKjugKqwYlA2Ly6emn" alt=""><figcaption><p>Footer Example</p></figcaption></figure>

{% hint style="warning" %}
**Notes:** Audit Trail log is intended to comply with the cGMP audit trail requirements of the **21 CFR Part 11.**
{% endhint %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.ciqa.net/help-center/ciqa-eqms-user-guide/features/related-records.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.