Person Relationships Procedure

This procedure allows two or more person files to be linked to each other.

1. Search for the person.
2. On the Edit Person Details page in the Person Menu, click on the Relationships link. 
3. Click on the Add Relationship link. A Person Search page will display.
   • Person Search: Enter specific details of the person record that is to be linked.
   • Click Search
4. The Person Search Results page will display.
5. Click the Select Person link listed with the correct person details.
6. The Relationship details page will display.
   • The details to the Left belong to the person page that the Relationship link was accessed from. The details on the Right are the details of the person to be linked.  The Relationship field will identify the relationship the person on the Left has to the person on the
7. Relationship: Click on the down arrow to select the relationship the person on the Left has with the person on the Right. In the example above the relationship might be sister.
8. Click Add Relationship.
9. Return to the Person Details Page. In the Person Menu, the Relationships link will now have a number in brackets to indicate how many relationships that person has. 

To View a Relationship:

1. Search for the person.
2. On the Edit Person Details page in the Person Menu, click on the Relationships link. 
3. On the Relationships details page, if the relationship was established from this person's file, click on the View Relationship (name of relationship will display here)
• Click on the Person ID number and the other person's Person Details page will display.
4.  On the Relationships details page, if the relationship was established from the other person's file, click on the (name of the relationship) link that appears after the text "this person has a relationship to a..." to load the original person's file. 

To Edit: 

1. On the Relationship details page click on the View Relationship (name of relationship will display here) link of the relationship to be edited.
• Relationship: Click on the down arrow to select the relationship the person on the Left has with the person on the Right. In the example above the relationship might be sister.
• Click Edit Relationship.

To Delete: 

1. On the Relationship details page Click on the Delete Relationship (name of relationship will display here) link of the relationship to be deleted.
2. Click Yes and this will return you back to the Relationships details page.