Creating Relationships

People and relationships are fundamental to working in all parts of Casebook. For example, the caregiver and parent relationships created for an assessment cause specific required questions to populate the individuals' profile pages. Relationships also cause individuals to populate the specified relative card on a child's eligibility application. 

Relationships can be created from the Family Network card and will display on the Family Network card. Relationships will always be added and edited from one person's perspective.

Creating households and relationships from a person's profile page is extremely important in Casebook. Information about households and relationships affects many other pieces of work, including eligibility and licensing. For example, the relationships you create between people that span the month in which the eligibility application was created affects the list of specified relatives available to the CEU worker. 

If a person has multiple relationships with another person, for example a person is a caregiver and parent, both relationships need to be entered in Casebook. If a person has multiple relationships, all relationships relevant to the case or assessment should be entered into Casebook. All relationships can be created through the same flow.

In order for a person to show up in KidTraks, they must have a relationship with a victim of an Assessment or focus child of a Case in Casebook.

Creating Relationships

• 1. From the Family Network card, click the "edit relationships" link on the Family Network card. Relationships will be added to the person whose perspective you are viewing and the link will change depending on whose perspective you are viewing in the family network.

• • 1. Additionally, from a person page, you can click the edit link in the top right corner of the Family Network card.

• • 1. You can also click the call to action links in the formal and informal relationship boxes if there are no existing relationships of that type.

• 1. Regardless of which edit link you click, you will be taken to a blue edit screen. At the top of the page there is a summary of the person whose relationships you are currently editing. The person’s profile picture, age, birthday, and a summary of existing relationships are listed.

• 1. Clicking the Add Relationship link will open an inline form.

• 1. Enter the names of the people you want to create a relationship with the person's profile you are editing. You can enter multiple names and give them each their own type of relationship with the profile person. This will give you more flexibility when adding relationships in bulk. For example, you can add 2 parent relationships and 3 siblings at the same time.

     1. The text boxes is a person autocompleter. Any associated people will be listed first. You can search for people using ID number or name.

• 1. After the names are entered, the edit screen will look like this

• 1. Select a relationship type for each person. You can enter the relationship type you’re looking for in the text field or select it from the dropdown list.

     1. • If you enter mom, dad, mother, or father, the type selector will return parent

        • If you enter parent, it will return any type that contains parent

        • If you enter sister or brother, it will return sibling 

• • • • If a person was added by mistake, click the small blue X to remove them from the list. You will not be able to add the same person twice without clicking add between the instances. For example: if you want to designate that Judy is both parent and caregiver, you will need to add Judy as parent, click again and then add Judy as caregiver and click add again.

• 1. Click add.

  2. All relationships will be created individually and added to the list on the bottom half of the page.

If you try to leave the relationship edit page before saving your changes, a popup box will open asking you if you’re sure you want to leave the page. Clicking “Leave this Page” will cause you to loose your unsaved data. Clicking “Stay on this Page” will allow you to stop navigating to a new page and instead remain on the relationship edit screen.

Suggested Relationships

There is a list of suggested relationships on the edit screen to help you efficiently create new relationships for people. The list of suggested relationships is populated by relationships that are one degree out from a person that is part of another relationship on the profile. For example, if Elroy is the child of George Jetson, and George has a child named Judy, then Casebook will suggest that Judy and Elroy are siblings.

• • Clicking Yes will create the suggested relationship. Clicking No will remove it from the list.

• If No is clicked accidentally, the relationship can still be added manually using the workflow explained above.

• The Suggested Relationships box is collapsible and expandable by clicking the small blue triangle in the top left corner

• Each person’s name is linked to their person profile page

• Hovering your mouse over an individual’s name in the list of suggested relationships will display basic demographic information about that person as well as their relationship with the profile person.

• • If two people already have a relationship, or have a half-relationship, no other relationships will be suggested for you to add between them. For instance, Casebook will no longer suggest a sibling relationship between two people if one of these relationships already exists between those specific people. 

    • Sibling 

    • Half-sibling 

    • Step-sibling 

    • Sibling-in-law

    • Foster sibling

  • This applies to parent/child as well. If one of the following relationships already exists between two specific people, then Casebook will not suggest the following relationships for those two specific people. 

    • Parent/child 

    • Step-parent/step-child 

    • Boyfriend-girlfriend of parent/child of boyfriend/girlfriend 

    • Parent-in-law/child-in-law 

    • Foster child/foster parent (LCPA foster parent, DCS foster parent) 

    • Former foster child/former foster parent

  • Finally, Spouse relationships have also been modified. If a spouse relationship exists, the following relationships will not appear.          

    • Spouse 

    • Civil Partner 

    • Domestic Partner 

    • Boyfriend/Girlfriend 

    • Ex-spouse

    • Note: boyfriend/girlfriend of parent does not fall under this umbrella, because it is a relationship that applies to the parent, not the profile person in question. It’s a relationship the profile person has through the parent, not one that pertains to their specific partnerships. 

    • Note: Even if two parental relationships exist for a profile person, a third parental suggestion could be made based on a sibling relationship that the profile person has. For example, Elroy’s parents are George and Judy and Astro’s parents are George and Alice. If Elroy and Astro are siblings, Casebook will suggest the following relationship: Alice is the parent of Elroy and Judy is the parent of Astro.

Editing Relationships

On the bottom of the relationship edit screen, all Extended Family, Formal Support, and Informal Support relationships are listed. Each person’s name is linked to their person profile page. If a person has additional relationships, there will be a link that reads ‘plus n relationships to other people.’ Clicking this link will take you to the relationship edit screen from their perspective.

It is good practice to not only record all relationships between people and members in a household, but also associate the relationships and memberships with dates. 

Default Start Dates

Parent/Child and sibling/sibling relationships automatically have start dates added to them in Casebook if the birthdates for these individuals has previously been added to Casebook.

• • When a relationship is added between a parent and child, the start date will default to the birthdate of the child

  • When a relationships is added between siblings, the start date of the relationship will default to the birthdate of the child.

Adding Relationship Dates

• 1. Add relationships as explained above. 

  2. On the bottom of the relationship edit screen, all Extended Family, Formal Support, and Informal Support relationships are listed

• 1. Click Edit on the relationship you want to edit. Click the “X” to delete the relationship. This is not how you end a relationship; you should only delete a relationship if it was created in error.

  2. When you are editing a relationship, an inline form will open

• • 1. The top of the form will list the person from whose perspective you are editing the relationship. 

    2. Below you will see information about the other person in the relationship

       1. The person's name will be linked to their profile page and the age will be listed.

    3. Use the first drop down to change the type of relationship 

    4. If applicable, answer the paternity questions (NOTE: the confirmed question will only be answerable if yes is selected)

    5. Make any changes to the dates for the relationship 

• 1. Click Save.

Ambiguous Relationships

Some relationships you will enter into Casebook will be ambiguous from one direction, but clear from another direction. For example, an ambiguous type of relationships is 'foster child'; this relationship type does not clearly state whether the parent is associated with DCS, and LCPA, or anything else.

To prevent unclear relationships from being entered into Casebook, ambiguous relationships types are excluded from the select box. In these instances, only the "strong" relationship type is listed. 

Therefore, if you wanted to enter a foster child relationship (an ambiguous relationship type) into Casebook, you could create: 

• • Adult is the Foster Parent of child

  • Adult is the DCS Foster Parent of child

  • Adult is the LCPA Foster Parent of child

Here are some examples of ambiguous weak relationship types below, with their associated strong relationship types.

Videos

How to create a relationship