Modify Relationships

After a relationship is created between a customer and the chosen entity, changes can occur in the relationship details. Examples of changes that could impact a relationship are:

  • Add a new Relationship
  • Change detail for an existing Relationship
  • Expire a Relationship
  • Change the Secondary Relationship type for the existing Primary Relationship

All of these changes are managed through the Relationship screen, which is accessed when a customer record is open in OIPA. The Entity Navigation list for the customer record contains a Relationship link that will launch the Relationship screen.

Steps to Edit an Existing Relationship

  1. Open a Customer record using the Customer search.

  2. Click the Relationship link on the Entity Navigation list. This will reveal the Relationship screen with Downstream Relationship types.
  3. Click a Downstream Relationship. All the Relationships will display on the Relationship screen.

  4. Click on Edit icon of an existing relationship and click Save to:

    • Edit an existing Relationship time slice: The Relationship Details will display. Query Date can be used to search for all relationship activity up to the date specified. Relationship Details can be updated here as well. Click Save, when finished.
    • Click on Add New Record to create a new Relationship time slice: The Relationship Details will display and prompts for a new effective date. Select the date and click Next. The detail screen will be displayed to enable Relationship Details to be updated. Click Save when finished.
  5. Mouse hover on the hamburger menu on a Relationship row and  select an action:
    • Edit Client Details: This navigates from the Relationship screen to the Client screen displaying the client's record. Make the changes and click Save.
    • Enroll: This navigates from the Relationship screen to the Enrollment screen. Modify the required enrollment information and click Save.
    • Go To Activities: This opens the Client-Relationship Activity screen. Use the Add Activity link below the Entity Navigation list and add the activity. Once processed, the activity will update the relationship.

Important: Any updates to the relationship and associated information post-case/customer set-up will be executed via a Client-Relationship level Activity from the Relationship Screen.

See Add Activities for more details. Activities can be used for updating the dynamic fields, changing the Secondary Relationship Type, and expiring/deleting the Relationship are all Client-Relationship Type of Activities. They can be configured along with the Group Customer Relationship Screen to ensure the correct coupling or matching of the Primary and Secondary Relationship.

Validation related to the eligibility of a Relationship Activity can be configured through the Rules Palette to only allow or trigger an error message for the activity as it relates to a specific Relationship Type, Primary or Secondary. Please see the Rules Palette Guide > Rules > Group Customer Relationship Screen for more information.