Use Master Records to Manage Groups

Groups whose members have a master/child relationship are managed by working with the master record of the group. The child records are hidden from view and not accessible from the standard Work Order List.

You can make the following changes to the entire group by working with the master record:

Since the master record is typically used to make changes to the group of records, the child records are not accessible from the Work Order List. There are two methods to find and open a child record:

  1. Right-click the record on the Group page and select Open or Open in New Window.

  2. Use the Work Order Search tab to locate the record by ID.

    Although the record does not display in the standard List tab, it can be found in the Search tab.