Rock U - People - Known Relationships

Transcribed Video Content

Now Rock is built around people and families, but often ministry will operate with relationships that don't fit within those boundaries. For example, you may want to connect people that are a mentor and a mentee, even an uncle and his nephew. There are a ton of different combinations that you would want to use known relationships for. And this allows you to report on these relationships and even let people check-in people that aren't in their family technically, but it really helps reflect what actual relationships look in your organization. So let's look at how to set up a known relationship right now and some examples of when you'd use these in Rock. All you need to do to see known relationships is head to a person's profile, scroll down a little bit, and you'll see a list of known relationships right off the bat if they have any. For example, Ted Decker was invited by Craig Lowe. He can check-in Maddie Lowe and he was invited by Brian Peterson. Now a special known relationship is can check-in because it means using Ted Decker's phone number, we can check-in Maddie Lowe. He has permission to do that, but there are a lot of known relationships that add value. And all you need to do to add a known relationship is click the plus the plus button here on this block and click relationship type, and there's tons of them out of the box. These help you really track complex relationships between people, whether it be for custody, noting that someone is a part of a foster home, that people are related in some way. There's all sorts of relationships. And let's just add one as an example here. Let's say that Ted invited Frank Dexter. So we'll save this and we can see invited Frank Dexter. And if we actually click on this, it will take us to Frank's profile and it says that Ted Decker it says that Frank Dexter was invited by Ted Decker. So the inverse relationship was automatically populated here. You may wonder how we got that to work. Now there are many of these known relationships out of the box, but let's add a new one. We'll do that by going to admin tools, then settings, then going to group types. You may wonder why we're going to group types, but that's because this is a group under the hood. So we're going to the known relationship group type and each one of these relationships you create is actually just putting people in a group. So if we go to roles, you can see we have all those known relationships you already saw. We're gonna add a new one called mentoring. We don't need to worry about these things and then just note this inverse relationship field, but we're gonna save and let's add an inverse called mentored by. We'll save it and then just to get these in the database, we'll click save. And we're going to go back to known relationship, then we're going to make these inverses of each other. So we'll click roles, find those roles we created. I'll go to mentoring and make the inverse mentored by, then mentored by, make the inverse mentoring, and we'll save this group type. And let's go right back to Ted Decker just to show you that this worked. And we'll scroll down to the known relationships column, add a new one, and let's say that Pete Foster is actually mentoring Ted Decker, meaning we'd pick mentored by here. So just pick a name that makes sense for a relationship type when you're adding a new one. We'll click save. Now you can see that known relationship has popped up. If we click on Pete Foster, there we go. We can see that Pete Foster is mentoring Ted Decker. Great. Now you have these relationships available to you in Rock, and you can start shaping Rock to define relationships in a way that makes sense for your ministry. Thanks for watching this video and have a great day.