Difference between revisions of "Relationships Screen"

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m (Rob Kay moved page Relationships to Relationships Screen without leaving a redirect: "Relationships" needs to be used for the drop-down list. Will implement redirects for all org/person types.)
 
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Charitylog's Relationships screen displays (and allows you to create) relationship links between organisations and people on your Charitylog system. To access it, click the Relationships button, next to the name of the client (or organisation, volunteer etc).
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{{#ev:youtube|A1yGKruSoqQ|790}}
 
 
 
 
[[File:orgpeople_1.png]]
 
  
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The systems Relationships screen displays (and allows you to create) relationship links between organisations and people on your system. To access it, click the Relationships button.
  
 
This will take you to the Relationships screen, where all the relationships that person has with others are shown.
 
This will take you to the Relationships screen, where all the relationships that person has with others are shown.
  
  
[[File:orgpeople_2.png|800px]]
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[[File:Clog_relationships_page.png|900px]]
  
  
 
===Automatically created relationships===
 
===Automatically created relationships===
  
Most relationships are created automatically. For example, when you enter a GP against a client on their Personal Tab, the GP will automatically be added to the list of relationships. 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.
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Some relationships are created automatically. For example -
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* 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.
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* 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.
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* NoK and Contacts will also be shown on this screen.
  
 
===Manually creating relationships===
 
===Manually creating relationships===
  
The Relationships screen can also be used to manually record personal relationships between different people you have on the system. The relationships you have available for logging are driven by [[System Setup Guide#Drop-Down Lists|the "Relationships" drop-down list]]. If you feel the options available are incomplete, please talk to your administrators, who will be able to add to the list as needed.
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The Relationships screen can also be used to log personal relationships between different people/organisations you have on the system. The relationships you have available for logging are driven by the [[Relationships]] drop-down list. If you feel the options available are incomplete, please talk to your administrators, who will be able to add to the list as needed.
 
 
The simplest relationship might be to record the fact that two people are married. If you run a search for clients with the surname "Jones", you might get the following results:
 
  
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For example, you can log the fact that two people are married. If you run a search for clients with the surname "Jones", you might get the following results:
  
[[File:orgpeople_3.png]]
 
  
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[[File:orgpeople_3.png]
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Notice that Mr Bob Jones and Mrs Jane Jones have the same telephone number and address. If they are husband and wife, you can record their relationship on the system as follows:
  
Notice that Mr Bob Jones and Mrs Jane Jones have the same telephone number and address. If they are husband and wife, I can record their relationship on Charitylog as follows:
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Click on Bob Jones's name to go to his Client Details screen, then click the Relationships button or the "View all Relationships" link.
  
Click on Bob Jones's name to go to his Client Details screen, then click the Relationships button.
 
  
 
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[[File:RS_3.png|border]]
[[File:orgpeople_4.png]]
 
  
  
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You can now fill out detail of the relationships between these people - don't forget that there is usually a converse relationship too (in this case, Mrs Jones is Mr Jones's wife, therefore Mr Jones is Mrs Jones's husband). You can also record a carer relationship if there is one, opt to copy the main client's address to the secondary client, specify a joint name for mailings and select whether to send one letter or two to the clients from a mail merge.
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You can now fill out detail of the relationships between these people - don't forget that there is usually a converse relationship too (in this case, Mrs Jones is Mr Jones's wife, therefore Mr Jones is Mrs Jones's husband). You can also:
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* Record a carer relationship if there is one
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* Create a major relationship link, which will cause a direct link between the two orgs/people to be displayed on their "Details" screens
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* Opt to copy the address of the person you are editing to the other org/person in question
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* Specify a joint name for mailings and select whether to send one letter or two to the clients, when both appear in a mail merge
  
 
Once you are done, click "Save Details".
 
Once you are done, click "Save Details".
  
  
[[File:orgpeople_7.png]]
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[[File:RS_2.png|border]]
  
  
The link should now appear on the Relationships screen.
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The new link now appear on the Relationships screen.
  
  
 
[[File:orgpeople_8.png]]
 
[[File:orgpeople_8.png]]

Latest revision as of 16:35, 2 February 2024

The systems Relationships screen displays (and allows you to create) relationship links between organisations and people on your system. To access it, click the Relationships button.

This will take you to the Relationships screen, where all the relationships that person has with others are shown.


Clog relationships page.png


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.

Manually creating relationships

The Relationships screen can also be used to log personal relationships between different people/organisations you have on the system. The relationships you have available for logging are driven by the Relationships drop-down list. If you feel the options available are incomplete, please talk to your administrators, who will be able to add to the list as needed.

For example, you can log the fact that two people are married. If you run a search for clients with the surname "Jones", you might get the following results:


[[File:orgpeople_3.png] Notice that Mr Bob Jones and Mrs Jane Jones have the same telephone number and address. If they are husband and wife, you can record their relationship on the system as follows:

Click on Bob Jones's name to go to his Client Details screen, then click the Relationships button or the "View all Relationships" link.


RS 3.png


Look up other people called "Jones" by writing this surname in the "New Lookup" field, and select the person from the drop-down list.


Orgpeople 5.png


Once you have found the relevant person, click "New Relationship".


Orgpeople 6.png


You can now fill out detail of the relationships between these people - don't forget that there is usually a converse relationship too (in this case, Mrs Jones is Mr Jones's wife, therefore Mr Jones is Mrs Jones's husband). You can also:

  • Record a carer relationship if there is one
  • Create a major relationship link, which will cause a direct link between the two orgs/people to be displayed on their "Details" screens
  • Opt to copy the address of the person you are editing to the other org/person in question
  • Specify a joint name for mailings and select whether to send one letter or two to the clients, when both appear in a mail merge

Once you are done, click "Save Details".


RS 2.png


The new link now appear on the Relationships screen.


Orgpeople 8.png