Record relationships among case members

Process: Record a case profile  

After the case participants have been established, identify the relationships among each case member.

1. Click the Relationships tab on the case profile screen. The system displays active case members by default. To view all case members, select All Members in the Member Status field.
   
   The Number of Unspecified Relationships column shows how many relationships have not been defined for each case member. This number should be 0 for each case member to fully define all relationships among the case members.

2. Click the select link for a case member who does not have 0 in the Number column. The Case Relationships screen appears.

3. In the Relationship column, indicate how the person listed above the table is related to each case member listed in the Name column.

4. Click Save. You are returned to the Relationships tab. The  Number of Unspecified Relationships column now shows a new number for each case member.

5. Repeat steps 2 – 4 for each member who does not have 0 in the Number column.

6. Click Next Task> below to continue.