Difference between revisions of "Relationships"

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[[File:Rships_1.png|right|border]]
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[[File:helpheader_small.png|right]]
  
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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.
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[[File:Rships_1.png]]
  
  
 
__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|kYVJ5_AMm4Y|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:Personal_relationships.png]]
  
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===Creating/Editing===
  
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==The need for two types of 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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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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You can now enter/edit the following details:
  
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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==
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[[File:Major_relationship_type.png]]
  
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Personal relationships are usually used when linking two people/organisations together from the [[Relationships Screen]].
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Click the 'Save Details' button to continue.
  
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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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===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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===Creating a new type of personal Relationship===
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==Carer Relationships==
  
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Click "Enter New Relationship", as shown.
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[[File:Relationship_carer_type.png]]
  
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[[File:Rships_3.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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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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You can now enter/edit the following details:
  
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[[File:Rships_4.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 will be returned to the list with the new option added.
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===Merging===
  
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[[File:Rships_5.png]]
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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 can also click on the name of an existing Relationship to edit it.
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[[File:helpheader_small.png|right]]
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==Carer Relationships==
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[[Category:Configuration]]

Revision as of 08:24, 11 October 2021

Helpheader small.png


Rships 1.png



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

Personal relationships.png

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

Major relationship type.png

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!

Carer Relationships

Relationship carer type.png

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!


Helpheader small.png
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