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Mobius User Guide

Published Date: May 15, 2013
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06 Person Record

Adding Additional Information

Relationships

Relationships (e.g. Parent, Spouse, Dependent Child) show the connection between individuals who are registered in Mobius. Once you create the relationship, Mobius will automatically create the reciprocal relationship.

Anchor Point: Person Home Page

  1. Select Background Tab.
  2. From the Navigation Panel, select Relationships Page.
  3. Select New.
  4. Complete the mandatory and required fields:
    • Relative: Search the individual to create a relationship.
    • Type: Identify the type of relationship (e.g. dependent child, parent, spouse, etc.).
    • From: Date that the relationship began.
    • End Reason: are only used when the relationship has ended.
  5. Select Save or select Save and New.
  6. Save and New will save the record and provide a blank modal box to create a new relationship.