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 tab that will launch the Relationship screen.

Steps to Edit an Existing Relationship

To update an existing relationship time slice, follow these steps:

  1. Open a Customer record using the Customer search.

  2. Click the Relationship tab on the Entity Navigation list. By default, the Downstream Relationships tab opens.

  3. Expand the required relationship by clicking the Rows Expander Caret icon.

  4. Click the Edit Relationship Edit icon under the Action column. The relationship details appear.

  5. Update the required details and then, click Save.

To create a new relationship time slice, follow these steps:

  1. Open a Customer record using the Customer search.

  2. Click the Relationship tab on the Entity Navigation list. By default, the Downstream Relationships tab opens.

  3. Expand the required relationship by clicking the Rows Expander Caret icon.

  4. Click the Add New Record button. The Add New Record page appears.

  5. Enter the Effective Date and then, click Next. The relationship details appear.

  6. Update the relationship details and then, click Save.

Steps to Take More Actions on a Relationship

To take more actions on a relationship, follow these steps:

  1. Open a Customer record using the Customer search.

  2. Click the Relationship tab on the Entity Navigation list. By default, the Downstream Relationships tab opens.

  3. For a selected relationship row, hover over the Ellipsis icon (More Menu), the below options appear:

    • Go To Client: This navigates from the Relationship screen to the Client screen displaying the client's record.
    • Enroll: This navigates from the Relationship screen to the Enrollment screen.
    • Go To Activities: This opens the Client-Relationship Activity screen. Use the Add Activity tab 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.