This page is used to define this person's relationship with other
persons. For example, if the person being maintained is a conglomerate,
you can define its subsidiaries on this page.
Note:
You're defining "child relationships". It's
important to understand that the persons being defined on this page's
grid should be thought of as "children" of the person on the top of
the page.
Note:
Children may have children. It's possible
for one of the children to have children itself (for example, if you
have a situation where a subsidiary of a conglomerate itself has subsidiaries).
To define a child's children, simply display the child person on this
page and then define its children.
Note:
Equal relationships. It's possible to link
persons where no hierarchy is implied by the relationship (e.g., spouses).
There are two ways to do this: 1) you can nominate one spouse as the
"parent" and the other as the "child" or 2) you can define the spousal
relationship for both persons (i.e., you would define Robert Chopin
as the husband of Jeanette Chopin, and Jeanette Chopin as the wife
of Robert Chopin). If you choose the latter approach, a recursive
relationship will exist.
CAUTION:
If your organization enters multiple levels of
person, we want to point out that we do not prevent recursive relationships.
This means that you could set up a nonsensical situation where person
2 is a child of person 1 and person 1 is a child of person 2.
Use to open this page.
Description of Page
The grid contains the "children" associated with the "parent" person
who is defined at the top of the page. The following fields display:
-
Child Person
- This is the unique identifier of the "child" person. This person's
main name appears adjacent.
-
Child Information
- An informational message appears to highlight if the child person
itself has children. You can click the corresponding go to button
to view the child's children.
-
Relationship Type
- Indicate the type of relationship between the parent and the child
person.
-
Start Date
- Indicate the date on which this relationship began. This field
defaults from the Installation Record .
-
End Date
- If the relationship expires, indicate the date the relationship
stops.
-
Financial Relationship
- Turn on this switch if the child person has account(s) and information
about these account(s) should be displayed when the parent person's
hierarchy is displayed in the Active Account
Summary Zone .
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