Sounds like what you need is a proper Code Browser:

For any symbol, a hot key would "Go To Definition"

Another hot key would "go back to where we just came from"

Also hot keys for "go to next/previous reference"

Various reports for "show all references", "show all reads/writes", "show all calls/callers", "call/caller trees", etc.

The advantage of a proper code browser is that it can find references "hidden" in macros - which searches can't.

With such a Code Browser, you can always get instantly to any symbol definition (and back!) so you just need to write your rules in the comments with the definition (which, in my opinion, is where they belong).

I think the Keil uVision Code Browser does nearly all of this (the main gripe being that you can't export/print anything; not sure if it does the "go back...").