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Cross-link related items

Cross-linking is what turns isolated rows into an evidence trail. Every detail page has a Related tab; that’s where the links live.

  1. Open any entity’s detail page (hazard, incident, action, inspection, document, role, person, etc.).
  2. Switch to the Related tab.
  3. Click + Add related.
  4. Pick the type — Hazard, Incident, Action, Inspection, or Document (depending on what’s allowed for the source entity).
  5. Either:
    • Search for an existing entity and select it; or
    • Click Create new to add a fresh entity inline (the standard wizard opens).
  6. Save.

The link is bidirectional. The other entity now shows your starting entity in its Related tab too.

Not every link makes sense. SteadyOn restricts the type pickers per entity:

FromCan link to
HazardIncidents, Actions, Inspections, Documents
IncidentHazards, Actions, Documents
ActionHazards, Incidents, Inspections, Documents
InspectionHazards, Actions, Documents
DocumentAnything that can attach a doc

The dropdown only shows what’s allowed.

  • From an inspector or auditor’s view — clicking from an inspection’s failed item to the action it raised, then to the hazard the action addresses, is the fastest way to demonstrate a managed safety programme.
  • From your view — the hazard register tells you “this hazard has 3 incidents and 2 open actions” at a glance.
  • From a regulator’s view — when WorkSafe asks about a notifiable event, the audit trail clicks all the way through.

To unlink:

  1. Open the Related tab.
  2. On the linked card, click the kebab menu (⋯) → Unlink.
  3. Confirm.

The link is removed from both sides. Neither entity is deleted.

  • Tutorial 3 — links the slip hazard to the slip incident.
  • Tutorial 4 — auto-links failed items to their actions.