Getting There
- From the Procare Home screen go to Configuration > System > Data Management > Status & Relationships.
- Dbl-click either Child Relationships or Employee Relationships.
Relationships for Child (or Employee)
- To create a new relationship click the top (blank) line and enter a Description like “Family Friend” with a Comment (optional) if it requires further explanation. Then click Save. Continue adding new descriptions clicking Save after each one.
- Use the Up & Down arrows to change their order if needed, then click Exit.
Change a Relationship Type
To make a change simply type over the existing Description. This will automatically update any person to whom the old description was assigned.
Note: You cannot type over relationships that have a lock; those are reserved by the system and cannot be changed.
What's Next?
Link related people to a
Child, or
Employee.
tags: child relationships, relationship types, employee relationships, configure relationships, set up relationships