Add a Relationship to an Asset

Relationships can be added from terms, rules, policies, data sets and systems to any asset type, including goals and initiatives.

Assets are related to assets with a single, bi-directional relationship and are categorized as either Originating or Destination:

  • Originating relationships are defined from the current asset to another asset and display immediately. Originating relationships are tied to an asset version. You may edit an originating relationship.

  • Destination relationships are those defined by another asset relating to the current asset. A relationship from a governed asset (terms, rules and policies) only displays on the asset detail page once the asset is published. If the term, rule or policy is in draft status, the relationship will not display on the related asset. A relationship for systems and data sets displays on the asset detail page as soon as the relationship is added. To edit, you must navigate to the originating asset.

NOTE: The creation of a relationship to a published or in review asset (term, rule or policy) does not create a new version of the asset.

Refer to Work with Asset Versions and the Endorsement Workflow for more information.

Relationships and Asset Status

The asset status displays next to the relationship on the asset detail page when the linked asset (as in the originating asset) is published.

Relationship Types

The Knowledge Tier is delivered with several relationship types that can be used to relate assets:

  • is related to a(n)—If Asset A is related to Asset B, then Asset B is related to Asset A.

  • is synonym of a(n)—If Asset A is a synonym of Asset B, then Asset B is a synonym of Asset A.

  • has a(n)—If Asset A has a(n) Asset B, then Asset B is a part of Asset A.

  • is a(n)—If Asset A is a(n) Asset B, then Asset B is a(n) Asset A.

  • is like a(n)—If Asset A is like Asset B, then Asset B is like Asset A.

For example, you can add “is related to” relationships between the term Customer to terms such as Name, Phone Number, Address, and Telephone Number. Alternatively, you can add an “is part of a(n)” relationship between Customer and Address, as an Address is part of a customer record. You can also establish a relationship where Customer "has a(n)" Sales Order.

NOTE: Asset must be in Candidate or Contested status to update relationships.

Add a Relationship to a Non-Strategy Asset

Non-strategy assets are terms, rules, policies, data sets and systems.

To add a relationship to a non-strategy asset:

  1. On the asset detail page, click a tab for an asset relationship.

  2. Select a relationship type.

  3. Enter an asset to filter. Begin typing and the type ahead features filters your entry to the top 50 matches.

    NOTE: This list box filters out assets that already have a relationship and filters out the current asset to prevent the asset from being related to itself.

  4. Click Add; the relationship is added to the Asset Version and the related asset displays under the asset heading, signifying that the asset has a relationship that points to another asset. On the destination asset, the current asset displays under the asset's heading, signifying that the relationship is defined by another asset.

    NOTE: In order for the relationship to show up on the destination asset detail page from terms, rules and policies, the current asset must be published. Refer to Work with Asset Versions and the Endorsement Workflow for more information.

Edit or Remove a Relationship

Only relationships on draft versions of assets can be edited or deleted.

To edit or remove a relationship between assets:

  1. On the asset detail page, click a tab for an asset relationship.

  2. Click the Edit or remove asset relationship icon to edit or delete the relationship.

  3. Search or select the new relationship if editing the relationship assignment.

    Or

    Click Remove to delete the relationship assignment.

  1. Click Save.

Add a Relationship to a Goal or Initiative

When working in Strategy, you can only create asset relationships for goals and initiatives, and only to other goals and initiatives. Relationships to other assets (rules, policies, terms, systems, data sets) must be created on those asset detail pages using the Asset Relationship tabs. Refer to Add a Relationship to a Non-Strategy Asset for more information.

To add a relationship to a goal or an initiative:

  1. Open the asset detail page for a goal or an initiative.

  2. Click the Add icon next to Related Goals or Related Initiatives, depending on what asset you're working with. The sidebar opens to add the relationship.

  3. Begin typing a goal or an initiative to search.

    Or

    Click assets in the sidebar to add them to the selection.

    NOTE: The program-level assets appear before the company-level assets. Click the arrow next to the program and company level names to hide/show the assets within that level.

    NOTE: Click the x next to an asset to remove it from the selection.

  4. Click Done to save the selection.