The Quality Relationships panel on the Doc Info page provides the ability to view, create, or remove document relationships to other Quality Suite objects, such as Process Navigator Hierarchies, Stations, or Training Requirements. Vault may show or hide the panel depending on your permissions and the available applications.
Using the Quality Relationships Panel
The Quality Relationships panel is accessible on the Doc Info page for a document. To open the Quality Relationships panel, click the ribbon icon (
) on the right pane. Clicking the relationship panes expands or collapses a list of related object records. You can click a record link to open it in a new browser tab. If there are many related records, you can click View all to open a searchable list panel.
Adding a Relationship
Click the plus (+) icon on a relationship pane to open a record search dialog. To relate a record, select the checkbox next to the record name, then click Save.
Removing a Relationship
To remove a relationship, hover over a record in the relationship pane and click the X icon.
Related Permissions
The following permissions affect a user’s ability to use the Quality Relationships panel:
| Type | Permission Label | Controls |
|---|---|---|
| Security Profile | Object: Process Navigator Hierarchy: Read | Ability to view relationships in the Process Navigator pane. |
| Security Profile | Object: Hierarchy Document: Create, Delete | Ability to add and remove relationships in the Process Navigator pane. |
| Security Profile | Object: Station: Read | Ability to view relationships in the Stations pane. |
| Security Profile | Object: Station Document: Create, Delete | Ability to add and remove relationships in the Stations pane. |
| Security Profile | Object: Training Requirement: Read | Ability to view relationships in the Training Requirements pane. |
| Security Profile | Object: Training Content Set: Create, Delete | Ability to add and remove relationships in the Training Requirements pane. |
| Security Profile | Object: Training Content Set-Document: Create, Delete | Ability to add and remove relationships in the Training Requirements pane. |