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Associate a Risk Matrix with a Site

Each site can be associated with only one Risk Matrix. A single Risk Matrix, however, can be associated with multiple sites.

Steps

1. Access the Risk Matrix record that you want to associate with a site.

2. In the Record Explorer pane, under Related Families, select Site Reference.

   Note: If Site Reference does not appear, select , and then select All Possible Families.

3. Select .

   An options menu appears.

   

4. If a Site Reference record already exists for the site you want to associate with the Risk Matrix:

   1. Select Link to Existing Record.

      The Search window appears.

   2. Enter search criteria to locate the record that you want to associate with the Risk Matrix.
   3. Select the record, and then select OK.

   -or-

   If a Site Reference record does not already exist for the site you want to associate with the Risk Matrix:

   1. Select Add New Record.

      A blank datasheet for the new Site Reference record appears.

   2. In the Name box, enter the name of the site.

   3. Select .

   The Risk Matrix is associated with the specified site.

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