Defining a Characteristic for a Person to Person Relationship

Prerequisites

To define a characteristic for a person to person relationship, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Person Relationship)

Procedure

To define a characteristic for a person to person relationship:

  1. Ensure that the Related Person Information section is expanded in the Hierarchy page when you are defining, editing, or copying a customer registration.
  2. Click the Add (The Add Icon) icon in the Characteristics column corresponding to the related person.

    The following columns appear in the Related Person Information section.

    Column Name Column Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the person to person relationship. Yes (Conditional)
    Note: This field is required while defining a characteristic for the person to person relationship.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Person Relationship.
    		 Yes (Conditional)
    Note: This field is required while defining a characteristic for the person to person relationship.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears.

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

    		 Yes (Conditional)
    Note: This field is required while defining a characteristic for the person to person relationship.
  3. Enter the required details in the Related Person Information section.
  4. If you want to define more than one characteristic for the person to person relationship, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the person to person relationship, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  5. Click Validate and Save.
    The characteristic is defined for the person to person relationship.

Related Topics

For more information on... See...
How to define a customer registration Defining a Customer Registration
How to edit a customer registration Editing the Customer Registration Details
How to copy a customer registration Copying a Customer Registration
How to define a person to person relationship for a person Defining a Person to Person Relationship for a Person