How can we help?

Find answers fast: Ask a question, search for keywords, or explore articles below.

Search

How to Create a Participant Record from a Relationship Record

Kathryn Johnson
Kathryn Johnson
  • Updated

Sometimes, a Relationship Person for a Participant may also receive services from your programs. Instead of making a new Participant record from scratch, you can easily make that Relationship Person a Participant.

For example: “Mary Henderson” has a parent relationship with “Joshua Henderson.” “Mary Henderson” is now being served, and to track that participation in the system, she needs to have a full Participant record, not just a relationship record.

This article describes how to create this new record.

Locate the participant in your List of Participants

There are several tools to navigate your list of participants.

You can type a whole or partial name into the search bar. The list will filter down as you type to match your search criteria. 
 
You can scroll down the list to find the name. By default, 25 participant records will appear on one page. At the bottom right, use the menu to change how many participant records are displayed per page, and use the arrows to navigate through different sections.
 
LOP Functions.png

Click the pencil icon to open the participant's record.

OSTT Make a Part Record form a Rel Record Edit.png

Go to the Relationships section of the Participant Record.

OSTT Relationships Tab.png

Locate the Relationship person you would like to make a Participant so you can record their participation/services.

Click the person icon.

OSTT Mak Part Record Add as PArt Button.png

The Add Participant process will open with the name "Mary Henderson" pre-filled.

OSTT Add PArt 1.png

Complete the fields in each step, noting that those with red asterisks are required, including those for any added custom fields. 

In Relationships, the original Participant's name will be added as a Relationship. Be sure to complete the appropriate Relationship type (in this case, ‘Son’) and other required fields.

OSTT Add Part from Rel.png

When finished, click Save Participant.

OSTT Save PArticipant.png

The new Participant record will open. 

In the record's Relationships section, the original Participant record where this process started is now listed as a Relationship record for this new Participant. The two records are connected, and both can now have participation recorded for them. 

OSTT New PArt with Rel.png

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request