To detach linked estate records

<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>

The procedure to detach linked estate records is as follows:

1. 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.
2. 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.
3. Click on Related Estates. The Related Estates tab is activated, revealing a list of all associated estate records in the Related Estates summary table.
4. Highlight the row matching the linked estate record to be detached.
5. Click on Remove Related Estate. The end user is asked to affirm deletion of the link to the alternative estate.
6. Click on Save. The detached record is removed from the Related Estates summary table 3.

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 associated estate record detached in error may simply be re-linked.

See related topics...

Estate management record maintenance overview

To consolidate linked estate records

To create a new estate record

Using the search facility