Editing Family Details Simulation

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For further assistance, refer to Using the Demonstrations and Simulations.

Transcript

Welcome to the Editing Family Details simulation.

It has come to your attention that there is an error in the Castleman family record. Burt Castleman is listed as Lori Castleman's Partner and Spouse.

In reality Burt is Lori's Brother-in-law and a dependant. To correct this error open the Clients screen.

Now you need to open the Family Management screen for Burt Castleman.

Begin by changing Burt's relationship to 'Brother-in-law.' After you have done this you must save the changes to proceed.

Now you can change Burt's family role to Dependant- Extended Family.

A pop-up window opens asking for confirmation.

You have successfully edited the details of a family record. This is the end of the simulation.

Return to Editing a Family

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