Rename to Relationship Process - Managing Relationships
The systems Relationships screen displays (and allows you to create) relationship links between organisations and people on your system. To access it, click the + button.
This will take you to the Relationships screen, where you can search for the person or organisation you want to create the relationship with.
Enter the name of the record you are searching for and select from the drop-down options
Click on create new relationship
Choose the Main and converse relationship types and the carer types if required. The Major relationship box will be ticked if the type has been set-up as a major one. Once you are done click "Save Details". Repeat this process for each relationship.
Click on All Relationships to view all
Automatically created relationships
Some relationships are created automatically. For example -
- When you enter a GP for a client, in the "GP" field, the GP will automatically be added to the list of relationships for that client.
- If you assign a volunteer or a support worker to a client as part of recording a contact, this relationship will also be shown automatically.
- NoK and Contacts will also be shown on this screen.