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What information is on a person's Relationships tab?

  • Updated

This tab reflects an individual's relationships with the organization and other individuals as well as chapter transfer history.

Organization

Left-hand Navigation: People » Search Result (click) » Relationships » Organization

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Displays what Organization an individual has a relationship with. The listed fields are as follows: Organization, Relationship Type, and the "To/From" dates.

Add 

  1. Click "Add" in the top-right
  2. Fill out applicable fields:
  3. Create 

Edit 

Click the Edit button (you can also click in the relationship record to edit some details)

Delete

  1. "End-date" the relationship by Editing and adding a "To" date
  2.  You'll need to first end date the relationship by clicking the edit button and adding a 'To' date. That will drop it down in the relationship history at the bottom of the page and you can click the delete button to remove it. 

Personal

Left-hand Navigation: People » Search Result (click) » Relationships » Personal

What_information_is_on_a_person_s_Relationships_tab_2.png

Displays what Personal relationships an individual has, including parents, guardians, and other family members. 

Add

  1. Click "Add" in the top right
  2. Search for the individual in Compass (they must have a record)
  3. Create 

Edit 

Click Edit next to the relationship 

Update 

Fill in these fields:

  • Relationship Type 
  • From/To Dates 
  • Legacy Relationship (Are they related to a member of the organization)
  • Emergency Contact 
  • Notes 

Delete 

Click the Delete button next to the relationship 

Chapter Transfer History

Left-hand Navigation: People » Search Result (click) » Relationships » Chapter Transfer History

This tab shows the member relationship when they transfer from one Chapter to another. Membership transfers are processed in Compass by creating an "Associated" Chapter relationship for the member. If the Chapter is not able to add the transferred member to their Vault roster as an initiate, the following steps must be taken: 

  1. "End-date" the member's current member relationship with their "Initiated" Chapter under the Organization tab
  2. Add a special "Initiate" relationship for the member to the destination Chapter
  3. Change the "Special Initiate" field under the Profile » Collegiate subtab from "Yes" to "No"
  4. When "Special Initiate" is changed from "Yes" to "No", a task is opened in OmegaFi to add the member to the Chapter's Vault roster. Nothing further is required from the member's record in Compass.

Committees

Left-hand Navigation: People » Search Result (click) » Relationships » Committees

Displays what Committees an individual has a relationship with. The listed fields are as follows: Name, Type, Entity, Title, and "To/From" dates.

Add 

  1. To add an individual to a Committee, go to Inter/national » People » Committees 
  2. Select the committee and add the individual 

 

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