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Manage person relationships

You can record relationships in Mosaic to capture how a person is connected to other people, organisations, and workers.

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Written by David Bayley-Hamilton
Updated over 3 weeks ago

Mosaic supports three types of relationship: person-to-person, person-to-organisation, and person-to-worker. Recording relationships helps build a full picture of a person's family, support network, and the professionals involved in their care.


Person-to-person relationships

Person-to-person relationships capture family structures, household composition, and social networks.

Relationship types

Relationship

Reciprocal

Mother

Son or Daughter

Father

Son or Daughter

Sibling

Sibling

Partner

Partner

Carer

Cared For


How reciprocal relationships work

Relationships are bidirectional. When you add a relationship for one person, Mosaic automatically creates the reciprocal relationship on the other person's record. For example, if you add "Mother" to Person A linking to Person B, Person B automatically receives "Son" or "Daughter" linking back to Person A.


Parental responsibility

You can flag parental responsibility separately on a relationship. This indicates legal parental responsibility, which is distinct from biological parenthood.

Additional attributes

You can add extra information to a relationship, such as custody arrangements or contact restrictions.


Person-to-organisation relationships

Person-to-organisation relationships link a person to the organisations involved in their care or life.
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Type

Description

GP Surgery

Primary care provider

School

Educational institution

Care Provider

Social care service provider

Employer

Employment relationship


Person-to-worker relationships

Person-to-worker relationships assign workers to a person for case management and service delivery.
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Type

Decription

Allocated Worker

Primary case worker

Key Worker

Lead worker for a specific service

Social Worker

Qualified social worker assignment


Leading relationships

Some worker relationship types are designated as leading. This means only one instance of that type can be active at a time per person. For example, a person can only have one active Allocated Worker.

πŸ“Œ Note: If you try to add a second leading relationship of the same type, you will need to end the existing one first.


Add a relationship

  1. Open the relevant person record.

  2. Navigate to Relationships.

  3. Click Add and select the relationship type: Person, Organisation, or Worker.

  4. Search for and select the related person, organisation, or worker.

  5. Select the Relationship type from the list.

  6. Set the Start date and, if applicable, the End date.

  7. Add any additional attributes if required, such as parental responsibility.

  8. Click Save.

πŸ€“ Tip: For person-to-person relationships, the reciprocal relationship is created automatically. You do not need to add it manually on the other person's record.

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