Adding Course References

From the References link in the Course record, you can attach any number of reference documents and/or SmartSolve system records. The References link identifies which document, or course requirements are fulfilled when this course is taken. When setting up references that will be awarded along with this course when this course is completed by a Person, the relation must be a fulfilled requirement.

Reference Types:

Related - Related references are references that the trainer can look up, such as training materials.
Master/Sub - Master/Sub references are references that have a parent/child relationship.
Deviation/Deviation Affected - Deviation/Deviation Affected references are used only in Document Management.
Fulfilled Document/Fulfillment Document - Fulfilled Document/Fulfillment Document references are courses the can be awarded along with this course when it this course is fulfilled.

In the course tree on the left side of the Course record, click the References link.
Click Action > Add.
Zoom from the Document No. field to select the document or record to be referenced.
Click the drop down arrow and select the relation.
Check the Fixed Rev checkbox if this relationship only applies to this revision of the reference. Even if a new revision is created, this reference only applies to this revision.
Click the Save button.
Result: The reference has been added to the Course record.