Difference between revisions of "Relationships"

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[[File:helpheader_small.png|right]]
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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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[[File:Rships_1.png]]
 
  
  
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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.
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==Introduction to relationships==
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{{#ev:youtube|A1yGKruSoqQ|790}}
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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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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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There are two types of Relationship; Personal relationships and Carer relationships.
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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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[[File:Rships_2.png|border]]
 
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==The need for two types of Relationship==
 
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Personal relationships and Carer relationships are created and used separately because that's reality! 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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==Personal Relationships==
 
==Personal Relationships==
  
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Personal relationships are usually used when linking two people/organisations together from the [[Relationships Screen]].
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[[File:rel2.jpg|700px|alt="a screenshot of the relationship types list."]]
  
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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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===Creating/Editing===
  
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===Creating a new type of personal Relationship===
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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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Click "Enter New Relationship", as shown.
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You can now enter/edit the following details:
  
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[[File:Rships_3.png|border]]
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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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[[File:rel3.jpg|700px|alt="a screenshot of the relationship types entry page."]]
  
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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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Click the 'Save Details' button to continue.
  
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[[File:Rships_4.png|border]]
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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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# 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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You will be returned to the list with the new option added.
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===Include In Reports===
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[[File:Rships_5.png|border]]
 
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You can also click on the name of an existing Relationship to edit it.
 
  
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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.
  
 
==Carer Relationships==
 
==Carer Relationships==
  
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Carer relationships are usually entered from the Carer Details tab on the [[Client Details]] screen.
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[[File:rel4.jpg|700px|alt="a screenshot of the list of carer relationships."]]
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Carer Relationships are edited in exactly the same way as Personal Relationships. You may not need to enter both sides of a carer relationship, because someone who is a Cared For might well have several types of carer - the pairings would be;
 
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* Primary Carer/Cared For
 
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* Parent Carer/Cared For
 
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* Sibling Carer/Cared For
 
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* Employed Carer/Care Customer
 
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...so you would only need to create "Cared For" once, as it can be used for three different types of Relationship pairing.
 
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==Examples of use==
 
  
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The Relationships feature is useful for general information about people - even if you don't specifically work with related people, it can still be useful to know who is related to whom. However, the Relationships feature is often used by customers who deliver services to family groups, or deliver services to both a Carer and a Cared For. Using Relationships, these customers can store information about links between their clients.
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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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==Reporting outputs==
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You can now enter/edit the following details:
  
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Information about Relationships is available:
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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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* Within the [[Print Record]] feature - orgs/people with a major relationship link to the person in question can have their details included when the record is printed.
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Click the 'Save Details' button to continue.
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* On the Blue Folder Lookup screen - add "Relationships" or "Relationships (full details)" in the "Add Org/People-linked Records" section before exporting
 
  
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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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# 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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