Display/ask relationship access flags (parental access, list as parent, responsible signer) in forms that can create/add parent users/relationships (inquiry, application)

Regarding the 'Household' block questions (answered: Yes/No) on applications and inquiries:

  • Custodial Parent

  • Has legal custody

  • Responsible for school related decisions

  • Responsible for communication

We were under the impression that these fields determined the following flags on a parent/child relationship (seen on a user's contact card> manage relationships):

  • Parental access

  • List as Parent

  • Responsible Signer

The Responsible signer flag is very important, since this determines which parents will be included as signers when generating a contract.

However, we've found that users are always created with default relationship settings, as determined by Core> Users> User Profile Settings> Relationship Types.

This means that our Admissions Team must manually edit relationships for many of our more complicated family relationships. Please help us automate this process as much as possible!

  • Joe St.Clair
  • May 10 2021
  • Attach files
  • Bryan Lorenzo commented
    2 Mar, 2023 04:40pm

    The data on these fields is quite important for schools to store in the DB without having to reference the PDF of the application.

    • Custodial Parent

    • Has legal custody

    • Responsible for school related decisions

    • Responsible for communication