Data that is captured in the Assurance system can be linked together so that your organisation can identify trends in the data and hone in on an area of focus or safety/risk concern.

Registers and Forms can be linked from any of the following:

• Individual form/entry on the Register 
• Task or task assignment
• Checklist or checklist assignment 

This article will first demonstrate how to link Registers and Forms together. As you can see in the following screenshot, SAFETY-6 is linked to one item on the OHSHAZ Register. This item is the Needles and Syringes Hazard. When the Hazard is reviewed, there will be linked data in the form of an incident to support the Hazard rating.

Linking Registers and Forms

How To

1. Click the Key or Title to view the details of one of the items on the Register, or a Form that you would like to link and scroll down to the heading Linked Registers/Forms. See a short How To video here.
2. Expand the tab by clicking on the heading or the arrow on the right hand side.
3. Click on the Link Registers/Forms link

4. Type in the Forms box to find the related Register/Form item. It is optional to make a comment. 

5. The 'Relationship' section allows you to define the relationship - either Links to, Master of, Subsidiary to, Replace or is Replaced by. Select one. Once complete, click on Add.

It will now be displayed as linked data on both items, at the bottom of each item. 

Needles and Syringes Hazard, linked items 

Safety Incident Form, linked items 

Linking Registers and Forms to Tasks and Checklists 

Any task or task assignment, checklist or checklist assignment can be linked to Registers and Forms.

How to link a Task or Checklist to a Register/Form

See here for a video that will take you through everywhere Registers/Forms can be linked from Tasks/Checklists and assignments.

1. Navigate to the Task/Checklist library
2. Select a Task/Checklist
3. Navigate to the 'Linked Registers/Forms' or 'Linked Registers/Forms Template' tab at the top
4. Click into the plus + icon 

5. Select the Registers/Forms you would like to link to, from the white space under the 'Registers & Forms' drop-down box. You can link to more than one Register/Form at once

6. Here, you can add an optional comment. Click the blue Add button