Difference between revisions of "Relationships"

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[[File:Rships_1.png|right|border]]
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[[File:rel1.jpg|400px|alt="a screenshot of the relationship types button, highlighted in the admin menu."]]
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''Location in standard build:'' '''''Administration > Drop-Down Lists > Relationships'''''
 
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Charitylog's list of Relationships are used when linking organisations/people to one another. Links can be formed on the [[Relationships Screen]], as well as various other places.
 
  
  
 
__TOC__
 
__TOC__
  
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Clicking on the menu item will take you to the list of Relationships currently set up on the system, if there are any. Relationships are one of the lists that can be specified on pre-implementation spreadsheets (the initial data for your system, provided to Charitylog at the very start of implementation)_ so it is likely that there will be some options here.
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==Introduction to relationships==
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{{#ev:youtube|A1yGKruSoqQ|790}}
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Relationships are used when linking organisations/people to one another via the [[Relationships Screen|Relationship Manager]] and Carer/dependant tabs.  There are two types of relationships on the system;
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* Personal Relationships - The relationship between the two records.  This can be a range of Family Relationships to professionals working with this person.
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*Carer Relationships - This is the relationship to specify who is a carer and who is the cared for.
  
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There are two types of Relationship; Personal relationships and Carer relationships.
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==Personal Relationships==
  
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[[File:Rships_2.png]]
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[[File:rel2.jpg|700px|alt="a screenshot of the relationship types list."]]
  
  
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==The need for two types of Relationship==
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===Creating/Editing===
  
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Personal relationships and Carer relationships are created and used separately simply to reflect the real world. Someone's carer may or may not be personally related/connected to them another way, so Charitylog makes it possible to store information about these links separately.
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Click on an existing relationship to edit it or click the 'New Relationship' button to create a new one.
  
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You can now enter/edit the following details:
  
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==Personal Relationships==
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* Relationship Name
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* Notes (for information on this screen only; these notes are not output on any report)
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* [[Display Order]] in the drop down list
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* Active? - whether this relationship is to be available for use on the system or not
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* Major Relationship - tick if you want this type to always be a major relationship
  
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Personal relationships are usually used when linking two people/organisations together from the [[Relationships Screen]].
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[[File:rel3.jpg|700px|alt="a screenshot of the relationship types entry page."]]
  
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Notice that sometimes you will need to think about both "sides" of the relationship. For example,  if you are going to log the fact that people have Wives, you will also need to provide a way to log the fact that people have Husbands. On the other hand, "Neighbour" works both ways, so there is no "opposite" relationship needed here.
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Click the 'Save Details' button to continue.
  
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===Merging===
  
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===Creating a new type of personal Relationship===
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You can merge relationships together if you wish to reduce your options.  This will also update any record using the relationships.  To merge follow the steps below;
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# Click on the first status
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# Click the 'here' link (Click here to Merge relationships)  If you wish to change the details of the record you have selected, this will need to be saved first.
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# Select the Status you wish to merge in the drop down list.
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# Click the 'Merge Data' button.
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# Click 'cancel' to abort the change or 'OK' to continue.  '''This cannot be undone!'''
  
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Click "Enter New Relationship", as shown.
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===Include In Reports===
  
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[[File:Rships_3.png]]
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You can decide whether the relationship will be included in reports or not. Set the option to Yes if you wish to include this relationship when you extract the data.  
  
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==Carer Relationships==
  
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This will take you a page where you can enter the relationship name, notes (for information about this category only; this field is not available for reporting) and display order. Click "Save Details" when you have entered the data.
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[[File:rel4.jpg|700px|alt="a screenshot of the list of carer relationships."]]
  
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[[File:Rships_4.png]]
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===Creating/Editing===
  
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Click on an existing relationship to edit it or click the 'New Relationship' button to create a new one.
  
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You will be returned to the list with the new option added.
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You can now enter/edit the following details:
  
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[[File:Rships_5.png]]
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* Relationship Name
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* Notes (for information on this screen only; these notes are not output on any report)
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* [[Display Order]] in the drop down list
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* Active? - whether this relationship is to be available for use on the system or not
  
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Click the 'Save Details' button to continue.
  
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You can also click on the name of an existing Relationship to edit it.
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===Merging===
  
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You can merge relationships together if you wish to reduce your options.  This will also update any record using the relationships.  To merge follow the steps below;
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==Carer Relationships==
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# Click on the first status
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# Click the 'here' link (Click here to Merge relationships)  If you wish to change the details of the record you have selected, this will need to be saved first.
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# Select the Status you wish to merge in the drop down list.
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# Click the 'Merge Data' button.
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# Click 'cancel' to abort the change or 'OK' to continue.  '''This cannot be undone!'''

Latest revision as of 12:31, 10 October 2024

"a screenshot of the relationship types button, highlighted in the admin menu."



Introduction to relationships

Relationships are used when linking organisations/people to one another via the Relationship Manager and Carer/dependant tabs. There are two types of relationships on the system;

  • Personal Relationships - The relationship between the two records. This can be a range of Family Relationships to professionals working with this person.
  • Carer Relationships - This is the relationship to specify who is a carer and who is the cared for.

Personal Relationships

"a screenshot of the relationship types list."


Creating/Editing

Click on an existing relationship to edit it or click the 'New Relationship' button to create a new one.

You can now enter/edit the following details:

  • Relationship Name
  • Notes (for information on this screen only; these notes are not output on any report)
  • Display Order in the drop down list
  • Active? - whether this relationship is to be available for use on the system or not
  • Major Relationship - tick if you want this type to always be a major relationship

"a screenshot of the relationship types entry page."

Click the 'Save Details' button to continue.

Merging

You can merge relationships together if you wish to reduce your options. This will also update any record using the relationships. To merge follow the steps below;

  1. Click on the first status
  2. Click the 'here' link (Click here to Merge relationships) If you wish to change the details of the record you have selected, this will need to be saved first.
  3. Select the Status you wish to merge in the drop down list.
  4. Click the 'Merge Data' button.
  5. Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!

Include In Reports

You can decide whether the relationship will be included in reports or not. Set the option to Yes if you wish to include this relationship when you extract the data.

Carer Relationships

"a screenshot of the list of carer relationships."

Creating/Editing

Click on an existing relationship to edit it or click the 'New Relationship' button to create a new one.

You can now enter/edit the following details:

  • Relationship Name
  • Notes (for information on this screen only; these notes are not output on any report)
  • Display Order in the drop down list
  • Active? - whether this relationship is to be available for use on the system or not

Click the 'Save Details' button to continue.

Merging

You can merge relationships together if you wish to reduce your options. This will also update any record using the relationships. To merge follow the steps below;

  1. Click on the first status
  2. Click the 'here' link (Click here to Merge relationships) If you wish to change the details of the record you have selected, this will need to be saved first.
  3. Select the Status you wish to merge in the drop down list.
  4. Click the 'Merge Data' button.
  5. Click 'cancel' to abort the change or 'OK' to continue. This cannot be undone!
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