To define the beneficiary’s relationship to an Organisation or a Person, select Client Relationship from the sub-menu on the left.
The JU1DV Search Criteria screen will be displayed.
Link to an organisation
Click the tick–box for Link to an Organisation to link the beneficiary to an Organisation then click OK.
The JU1DV Client Relationship Select screen will be displayed.
Capture details as follows:
|
Filter By |
|
|
Relationship |
Select a value from the drop-down list to display the specific relationship for which Organisations must be displayed in the Potential List column for selection. |
|
Potential List |
Select an Organisation and click INSERT. The selected Organisation will be displayed in the Selected List column. |
|
Selected List |
Select an Organisation and click REMOVE to move the Organisation from the Selected List column to the Potential List column. |
When a value has been moved to the Selected List column, the JU1DV Client Relationship Details screen will be displayed.
Descriptions of the input fields appear below.
|
Description |
Any free-form text about the relationship between the beneficiary and the Organisation. E.g. Discovery Health. |
|
Reference Number |
The reference number identifying the beneficiary. |
|
Third Party Reference Number |
The reference number identifying a third party. |
|
Union Membership Number |
The reference number identifying membership of a Union. |
|
Start Date |
The date on which this relationship must start. |
|
End Date |
The date on which this relationship must end. |
Click OK. The JU1DV Client Relationship Select screen will be re-displayed.
Link to a person
Click the tick–box for Link to a Person to link the beneficiary to a Person then click OK.
The JU1DV Client Relationship Select screen will be displayed.
Capture details as follows:
|
Filter By |
|
|
Relationship |
Select a value from the drop-down list to display the specific relationship for which Persons must be displayed in the Potential List column for selection. |
|
Potential List |
Select a Person and click INSERT. The selected Person will be displayed in the Selected List column. |
|
Selected List |
Select a Person and click REMOVE to move the Person from the Selected List column to the Potential List column. |
When a value has been moved to the Selected List column, the JU1DV Client Relationship Details screen will be displayed.
Descriptions of the input fields appear below.
|
Description |
Any free-form text about the relationship between the beneficiary and the Person. E.g. Guardian. |
|
Reference Number |
The reference number identifying the beneficiary. |
|
Third Party Reference Number |
The reference number identifying a third party. |
|
Union Membership Number |
The reference number identifying membership of a Union. |
|
Start Date |
The date on which this relationship must start. |
|
End Date |
The date on which this relationship must end. |
Click OK. The JU1DV Client Relationship Select screen will be re-displayed.
Adding a new person
If the person you wish to select does not appear in the Potential List column, select Add a New Person from the sub-menu on the left.
The JU1BA Client List screen will be displayed.
For details regarding adding a new person, refer to
Clients
Persons
Select the name from the Potential List column on the left, then click INSERT.