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Transcript Text
Please note that when establishing an Owning relationship, the wizard automatically skips the Owning and Access steps, regardless of the Category type. For Industry category relationships, the next step is ICC. Select an Industry Classification using the drop-down menu as shown in this example. Then click the Next button to skip the Access step and proceed to the Summary.
At the final step, Summary, review the information shown. If correct, click the Save button. To cancel the new relationship and return to the Subject Details tab, click the Cancel button instead.
After you click Save, a confirmation message appears at the top right corner of the screen. The relationship will now appear in the Subject’s Relationships table.
NOTE: For a new Owning relationship, the wizard skips the Owning and Access steps.
Clicking the Cancel button will close without saving.