Difference between revisions of "Vickys preview"

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(Carer Relationships)
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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
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Rename to Relationship Process - Managing Relationships
  
[[File:Rships_1.png]]
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{{#ev:youtube|l8GFiOiNAu4|790}}
 
 
 
 
__TOC__
 
 
 
 
 
==Introduction to relationships==
 
{{#ev:youtube|kYVJ5_AMm4Y|790}}
 
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;
 
* 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==
 
 
 
[[File: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
 
  
[[File:Major_relationship_type.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 + button.  
  
Click the 'Save Details' button to continue.
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[[File:All_relationships.png]]
  
===Merging===
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This will take you to the Relationships screen, where you can search for the person or organisation you want to create the relationship with.
  
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;
 
# Click on the first status
 
# 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.
 
# Select the Status you wish to merge in the drop down list.
 
# Click the 'Merge Data' button.
 
# Click 'cancel' to abort the change or 'OK' to continue.  '''This cannot be undone!'''
 
  
==Carer Relationships==
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[[File:Create_new_relationship1.png]]
  
[[File:Relationship_carer_type.png]]
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Enter the name of the record you are searching for and select from the drop-down options
  
===Creating/Editing===
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[[File:Create_new_relationships2.png]]
  
Click on an existing relationship to edit it or click the 'New Relationship' button to create a new one.
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Click on create new relationship
  
You can now enter/edit the following details:
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[[File:Create_new_relationship3.png]]
  
* Relationship Name
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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.
* 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.
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===Relationships Screen===
  
===Merging===
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Click on All Relationships to view all
  
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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===Automatically created relationships===
# Click on the first status
 
# 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.
 
# Select the Status you wish to merge in the drop down list.
 
# Click the 'Merge Data' button.
 
# Click 'cancel' to abort the change or 'OK' to continue.  '''This cannot be undone!'''
 
  
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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.
  
 
[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
[[Category:Configuration]]
 

Revision as of 08:28, 11 October 2021

Helpheader small.png

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.

File:All relationships.png

This will take you to the Relationships screen, where you can search for the person or organisation you want to create the relationship with.


File:Create new relationship1.png

Enter the name of the record you are searching for and select from the drop-down options

File:Create new relationships2.png

Click on create new relationship

File:Create new relationship3.png

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.

Relationships Screen

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.
Helpheader small.png