"Related To" feature - expands family relationships

Monday, April 13, 2015 10:41:00 AM Categories: Kids Ministry New Features Tips 4 Clients
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 As you know, Family/Household roles only include: Adult, College Age, Student, Child and Other.

We just released our "Related To" feature which allows you to expand these to include: Mother, Father, Mother-in-law, Father-in-law, Grandfather, Grandmother, Grandson, Granddaughter, Son, Son-in-law, Daughter, Daughter-in-law, Brother, Brother-in-law, Sister, Sister-in-law, Uncle, Aunt, Nephew, Niece, Stepfather, Stepmother, Stepson, Stepdaughter, Friend, Foster Parent, Foster Child, Cousin.
Here are the top Five things to know to use this feature:  
  1. Relations are just person to person.  Not between families.
  2. View, add, edit and delete "Relations" from the Member Profile page below the Family/Household section.
  3. Most "Relation" options are gender specific.  So, the software uses the gender field (M, F) to limit "Relation" options as appropriate.
  4. If gender is unknown and a gender specific Relation is added, the system will update the gender field.
  5. The system will assign reciprocal Relations as appropriate.  ex.  If you assign Sammy as Stepson to John, the system will assign StepFather to John automatically or limit the choices based on gender and household role.

In addition you need to know these Five things to apply this feature in Check-in:
  1. When you add a Relation, you can choose to "Allow Check-in".  This lists the Child in the Related family for check-in and assigns the child the same number as the rest of the family.
  2. The parent names on the child label (if Check-in view option A3.1 is checked) will be the parents of their primary family, not necessarily who checked them in.
  3. If the child is in a family with no adults (say friend of a child), then no parent names will show on the child label.
  4. If the child's name is chosen on the Check-in search page, then you will choose the family with whom they are checking in that day.  Choose the parent's name on the search screen to avoid this extra step.
  5. A friend Relation between two children will allow both children to be checked in from either family.  To make this one way assign the Relation to an adult rather than the child.
There are two Current Limitations
  1. You can not assign Relations within the Check-in system.  That will be coming.
  2. You can not run reports that show these Relations.  It is also coming.
For those of you serious about these relationships, play around with the feature and let us know what you think.