Entering Relationships


Concept


Steps:

  1. Begin by navigating to the Relationships page.

     

    Click the Campus Community link.

    Step 1
  2. Click the Personal Information link.

    Step 2
  3. Click the Biographical link.

    Step 3
  4. Click the Relationships link.

    Step 4
  5. Click the Add a New Value tab.

    Step 5
  6. You need to record John's relationships as specified in his application for financial aid.

     

    Enter the desired information into the ID field. Enter

     a valid value
     e.g.
     "0058"
    .

    Step 6
  7. Click the Add button.

    Step 7
  8. Use the Relationships page to enter data to associate one individual with another individual inside or outside of your database.

    Step 8
  9. The first field is the Effective Date. The default value is the current system date, but this can be changed if needed. For this example, use the default date.

    Step 9
  10. The Status is either Active or Inactive. This is a new record, so you will use the default value of Active.

    Step 10
  11. If the related person's record is not in your database, you must specify the bio/demographic data in the Relationship grid. However, if the related person's data is in your database, you can specify the related person's ID number in the Related ID field. After you enter the iD, the system will display the related person's data.

     

    Click in the Related ID field.

    Step 11
  12. In his application, John has given the reference of Sofia Macadaan whose details already exist in your database. Sofia's ID number is FA0060. Therefore, you can use this ID to relate John and Sofia.

     

    Enter the desired information into the Related ID field. Enter

     a valid value
     e.g.
     "FA0060"
    .

    Step 12
  13. Use the Relationship field to indicate a person's relationship to this individual, such as mother, neighbor, employer, or loan reference.  In this example, John has specified Sofia as a reference on his application for financial aid.  Therefore, Sofia is the loan reference.

     

    Click the Relationship list.

    Step 13
  14. Click the Ln Refernc list item.

    Step 14
  15. Use the Guardian field to select the legal guardianship that describes the status of the related person to the primary individual. Valid values are: Guardian, N/A, Other, Parent, and Self.

     

    For this example, retain the default value.

    Step 15
  16. Use the Comments field to further identify or describe the related person or the relationship between the two individuals.

     

    Click in the Comment field.

    Step 16
  17. Enter the desired information into the Comment field. Enter

     a valid value
     e.g.
     "Sofia is listed as a reference on John's financial aid application."
    .

    Step 17
  18. There are some additional buttons and links on this page that you can use to navigate to related pages.

     

    Click the Biographical Details link to access the Biographical Details page, on which you can view or update the related person's biographical data.

    Step 18
  19. Click the Legacy button to access the Legacy Information page, on which you can identify the related person's legacy relation with your institution.

    Step 19
  20. Click the Communication Recipients button to access the Communication Recipient page, on which you can specify the communications for which a copy should also be sent to the related person.

    Step 20
  21. Click the Joint Communication Management button to access the Joint Communication Management page, on which you can create or dissolve joint communications for these two individuals.

    Step 21
  22. Next, you need to specify the related individual's address on the Relationship Address page.

     

    Click the Relationship Address tab.

    Step 22
  23. Use the Relationship Address page to review addresses for the primary individual and review or enter address data for the related individual.

    Step 23
  24. The fields in the Related ID (or Name) Address region specify the related individual's address details.

     

    In the Address Type field, select the related individual's address type. If the related individual has an ID number in your database, the system automatically displays the address for the address type you select. Note that only the address types that contain data are available in the Address Type drop-down list.

     

    Click the Address Type list.

    Step 24
  25. In this example, Sofia has only a permanent address in the database.

     

    Click the PERM list item.

    Step 25
  26. If a person does not have an ID number in your database, you can click the Related ID's Addresses link to manually enter the information.

    Step 26
  27. Sofia's permanent address, which has been retrieved from the database, appears.

     

    On the Relationship Detail page, you can record additional information that is of interest to your institution.

     

    Click the Relationship Detail tab.

    Step 27
  28. Use the Relationship Detail page to enter information about the related person that is of interest to your institution.

    Step 28
  29. Click in the Income field.

    Step 29
  30. Use the Income field to enter the related individual's income. The value in this field is usually the annual income. Alternatively, you can specify hourly or monthly income.

     

    By default, USD (US Dollar) is specified as the currency.

     

    Enter the desired information into the Income field. Enter

     a valid value
     e.g.
     "38000"
    .

    Step 30
  31. In the Occupation field, you can specify the related individual's occupation. Occupation codes are set on the Standard Occupation Classification Code page as part of your implementation of PeopleSoft Student Administration.

     

    Click in the Occupation field.

    Step 31
  32. In this example, Sofia is the General and Operations Manager. The corresponding ID number for this occupation is 1210.

     

    Enter the desired information into the Occupation field. Enter

     a valid value
     e.g.
     "1210"
    .

    Step 32
  33. If the related person is employed by an organization whose record is stored in your database, you can include that organization's ID number in the Employer ID field. The system will automatically display the name of the related person's employer in the Employer field when you save the page. If the employer does not have an organization ID in your database, you can manually enter the employer's name in the Employer field.

     

    Click in the External Org ID field.

    Step 33
  34. In this example, Sofia is an employee of Amador Valley High School. The ID for this institution is 000010038.

     

    Enter the desired information into the External Org ID field. Enter

     a valid value
     e.g.
     "000010038"
    .

    Step 34
  35. Click the Highest Education Level list.

    Step 35
  36. Click the D-Some College list item.

    Step 36
  37. For all related individuals, with or without an ID number in your database, you must manually specify the related individual's country and state of residency. Sofia resides in California. The Country is set to USA by default. Therefore, retain the default value for that field.

     

    Click in the State field.

    Step 37
  38. Enter the desired information into the State field. Enter

     a valid value
     e.g.
     "CA"
    .

    Step 38
  39. There are links on this page that you can use to enter or modify information for the related individual.

     

    Click the Phones link to access the Phone Numbers page, on which you can review or change telephone numbers for the related ID.

     

    For a related individual with no ID in your database, manually enter the individual's phone data in the Daytime Telephone section.

    Step 39
  40. Click the Email Address link to access the Electronic Addresses page, on which you can review or change URLs and email addresses for the related ID.

     

    For a related individual with no ID in your database, manually enter the individual's email data in the Email ID section.

    Step 40
  41. If this related individual has an ID in your database, click the Biographical Details link to access the Biographical Details page, on which you can review or change additional basic data for the related ID.

    Step 41
  42. Click the Citizenship and Passport Data link to access the Citizenship/Passport page, on which you can review or change additional citizenship and passport data for the related ID.

     

    For related individuals without an ID in your database, you must manually enter the related individual's country and citizenship status.

    Step 42
  43. Click the Save button.

    Step 43

You have successfully entered a student's relationship data. 

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