Build Family Relationships
So that GDPR permission can be given by the legal parents/carers of children under 13, we will need to add all, parent/carer to child, relationships.
This can be done manually by going to the Relationships/Address tab, on each person's profile, or iKnow Church can do this automatically, based on certain criteria.
To build the relationships automatically, we need to go to Settings, and click GDPR. Scroll down, to the Data Assistance section, and click the Build Family Relationships button.
There are four options that we can choose from, to set the family relationships.
- Set all adults in a household as guardians of all children in that household, only where that household has two adults or fewer (excludes 'Excluded Guardians').
- Set all adults in a household as parents of all children in that household.
- Set all adults in a household as parents of all children in that household, only where that household has two adults or fewer.
- Set all relationships to ‘Unknown’ (relationships can then be set manually).
To select one of the options, we need to simply click the radio button, next to the relevant option, and click the Build button. Once the process has completed, we will see a message telling us how many relationships have been built.
View Family Relationships
To see people’s relationships, we need to go to People, find the person whose relationship we want to check, and click the Relationships tab. Here, we will see all the adults, and all the children in the household, and how they are related. If the relationships haven’t been set up, we will see the message, 'No relationships have been set up'.
In the Relationships tab, the different relationships will be signified by different colour lines, between the people in the relationships. A parent/carer relationship is shown by a red line, a guardian relationship is shown by a blue line, and a partner relationship is shown by a green line. We can see a reminder of which colour applies to which relationship, by hovering over the Key button.
To set up a new relationship, we will need to click the Edit button on the profile, click the Relationships/Address tab, and then click the, Add Relationship button. We will then be able to select which type of relationship we want to set up. There are five types of relationship you can choose from.
- This person is the partner of another person
- This person is the parent/carer of another person
- This person is the guardian to another person
- Another person is the parent/carer of this person
- Another person is the guardian to this person
We need to select the type of relationship we wish to create, from the dropdown list, then, in the search box below, we need to start typing the name of the other person in the relationship. When the list of names appears below, we can click the relevant name. We will see their image appear on the right. Click the Add button, to create the relationship, or Cancel, to start again. When the relationship is added, the person’s image will appear in a box below, showing the nature of their relationship.
If a relationship needs to be removed, we can click the red x on the person’s image, in this box. Once all relationships have been added, we can click the x, at the top right of the window, to close it, and return to the person’s profile.