Manage linked items from a workspace item
Use the linked items panel to review, open and manage related packages, tasks, permits and documents from a workspace item.
This guide is designed for project manager.
Steps
Step 1: Open a workspace item and locate the linked items panel
From the workspace, open the relevant item; in the detail view, find the linked items panel showing groups such as Packages, Temporary works, Programme tasks, Permits and Documents.
Step 2: Review linked items in each group
In each group header, check the item count and read the chip labels that summarise the linked packages, temporary works, programme tasks, permits and documents.
Step 3: Navigate to a linked item
Select a chip within a group to open the full page for that package, task, permit or document in a new view, using the generated route for that item.
Step 4: Inspect programme task details via hover
Hover over a linked programme task chip to open the hover card and quickly review key task information without leaving the workspace item.
Step 5: Distinguish required versus issued permits
Use the separate "Required" and "Issued" permit groups to see which permit templates are required by the RAMS author and which permit forms have actually been issued.
Step 6: Add or link new related items from empty groups
For any empty group, use the inline "Link / Add" call to action (when available) to start linking new related packages, tasks, permits or documents so they appear as chips once created.
Step 7: Add further items to non-empty groups
In groups that already have linked items and support multiple entries, use the add-more option to link or raise additional related records.
Step 8: Unlink items that are no longer relevant
Use the unlink control on a chip (where available) to remove an item from the group while keeping the underlying record intact elsewhere in the system.
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Last updated: 2026-07-31