<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>
The procedure to consolidate linked estate records is as follows:
- Using the Advanced search spy-glass (
), select Estate as the Search for and Search by category, and enter the Estate reference as the search criteria 
1.
- With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Estate Details window is displayed.
- Click on Related Estates. The Related Estates tab is activated.
- Click on New Related Estate. The New Related Estate - Estate Search window is displayed.
- Enter sufficient details into the estate record fields provided and click on Search. The New Related Estate - Search Results window is displayed, returning all possible matches.
- Activate the Select tick box against one or more estates to be consolidated with the main record, or use Refine Search to enter alternative criteria.
- Click on Save. The selected estate records are displayed in the Related Estates summary table 2.
Note
1 Additional search criteria may need to be employed (e.g. description, estate type, functional unit, company) to ensure that the correct estate record is returned.
2 Any number of associated estate records may be linked together, as required.
See related topics...
Estate management record maintenance overview
To detach linked estate records
To create a new estate record
Using the search facility
