15/05/2020 – V3.0

Add and Edit a Relationship

*When adding a relationship on CareDirector, for example adding a spouse to a person’s record,

the spouse (or other relation) will need their OWN record on the system in order to link.

For information on how to register a person on the system, locate the guide “Registering a

Person”

1. Start in the Person Record for your Service User go to the “Profile” tab sub-tab “Care

Network”:

2. Add to the records under “Relationships” using the + symbol

3. The following form will appear. Fill in the information as appropriate for YOUR person. Please

see an example below:

Note: We are in the

PERSON Record

When you add information in this

section, information will generated in

the Reciprocal Relationship section

(e.g. If Molly is a wife to Tony, Tony is a

husband to Molly)

15/05/2020 – V3.0

4. Once all the details have been added, click the Save and Return icon:

5. The added relationship will now be listed in the “Relationships” widget:

This listed relationship is according to the

person’s (whose record we are in)

relationship to the person above (i.e.

Molly is the WIFE to Tony).

Section where you can indicate if person is Next of Kin, Emergency

Contact, Power of Attorney, ect.

15/05/2020 – V3.0

To edit the relationship (or update details of this person – such as contact number):

1. Click on the relationship record:

2. This will bring up the relationship details form where you can amend the nature of the

relationship (such as power of attorney), or end-date a relationship:

Note: We are in the

PERSON Record

15/05/2020 – V3.0

3. To view currently-held records for this person, click on their name:

4. To edit the record (such as adding or editing a phone number), click on “View:”

This will bring up a pop-up view

of details held for this person

such as D.O.B., address, phone

and email, communication

preferences, and external

identifiers

(Remember to scroll down the

right-hand side to view more)

15/05/2020 – V3.0

5. Note we are now in the person record from the relationship details (in this example, Mr Tony

Quorn):

6. To edit this person’s details, click on the pencil underneath the CareDirector logo:

7. This will open the person details to add/edit scroll to the appropriate section and complete

details:

Don’t forget to save the page after you

have added/amended!

Also note that if you Save and Return you

will be brought back to the Relationship

Details record from Step 2