Associations Section on the Summary Page
The Summary page for all case records (Individuals, Dependents, and Employees) features an "Associations" section, which displays a comprehensive table of all related records. This provides a centralized and clear view of all connected case records.
If a case has dependents already associated, they will appear in this table by default. You can identify such records by the ‘As Dependent’ column, which displays “Yes” for dependent relationships.
Adding Associations
An ‘Associate’ button is available within the Associations section, allowing you to manually add related case records, such as a partner, colleague, etc.
Associating a case:
- Click Associate to open the modal. Search for the case record and click 'Save'.
- Use the Relationship field to specify how the associated record is related. Click the ‘-’ icon to add a custom relationship, enter the name, and confirm by clicking the checkmark.
Association Behavior
- Records added via the Associate modal are displayed in the Associations table, but not in the Dependents tab.
- All associations are reciprocal, when two records are linked, both will show the association in their respective Associations sections, enabling seamless navigation between them.
If you have any questions, please contact our support team.