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

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

Locate the participant in your List of Participants

There are several tools to navigate your list of participants.

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

Go to the Relationships section of the Participant Record.

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

Click the person icon.

The Add Person process will open with Mary’s name pre-filled.

Complete the fields in each step, noting that those with red asterisks are required.

Your district may have added some required custom fields that you must complete.

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.

When finished, click Save Participant.

The new Participant record will open. In the Relationships section, the original Participant record where this process started, is now listed as a Relationship record for this new Participant.