Defining a Person to Person Relationship for a Person

Prerequisites

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

  • Relationship types defined in the application (where the relationship entity is set to Customer Registration)

Procedure

To define a person to person relationship for a person:

  1. Ensure that the Related Person Information section is expanded in the Hierarchy page when you are defining, editing, or copying a customer registration.

    The Related Person Information section contains the following columns:

    Column Name Column Description Mandatory (Yes or No)
    Related Person ID Used to indicate the person with whom you want to define the person to person relationship of the main customer.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Related Person ID field. On clicking the Search icon, the Person Search window appears.

    On specifying the person, the description of the person appears corresponding to the Related Person ID field.

    		 Yes (Conditional)
    Note: This field is required while defining a person to person relationship for a person.
    Parent/Child Used to indicate whether the related person is a parent or a child. The valid values are:

    • Parent

    • Child

    		 Yes (Conditional)
    Note: This field is required while defining a person to person relationship for a person.
    Relationship Type Used to indicate the person to person relationship type.
    Note: The list includes only those relationship types where the relationship entity is set to Customer Registration.
    		 Yes (Conditional)
    Note: This field is required while defining a person to person relationship for a person.
    Start Date Used to indicate the date from when the person to person relationship is effective.
    Note: The start date cannot be later than the end date.
    		 Yes (Conditional)
    Note: This field is required while defining a person to person relationship for a person.
    End Date Used to indicate the date till when the person to person relationship is effective.
    Note: The end date cannot be earlier than the start date.
    		 No
    Financial Relationship Used to indicate whether the related person is financially responsible or not. Yes (Conditional)
    Note: This field is required while defining a person to person relationship for a person.
    Characteristics On clicking the Add (The Add Icon) icon, you can define a list of characteristics for the person to person relationship. No
  2. Enter the required details in the Related Person Information section.
  3. If you want to define more than one person to person relationship for the person, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a person to person relationship from the person, click the Delete (The Delete Icon) icon corresponding to the related person.
  4. Click Validate and Save.
    The person to person relationship is defined for the person.

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