Relationship menu is used to create and maintain list of
"Relationships". Relationships are used to create dependent information for an employee such as
dependant's name, address and relationship to the employee.
Steps to create Relationship:
-
Click on the "Green Plus Sign". This will open the "Edit
Form".
-
Enter the "Code" and "Description" for the
relationship.
-
"Code" is a unique
alphanumeric code to uniquely identify each
record.
-
Enter "Notes" to add
additional information.
Save.
-
Use the "Pencil" icon to edit details.
Use the "Red X" to "Void" a record.
-
Void records will be "Disabled" and will not
appear in any lookups.
-
Edit the record and "Un-tick" void to activate a
record.
-
Expand into the details
to add "Notes" and "Attachments
".
Figure 1
: Relationship
Maintenance