Use Family Info to review the household information available for a client. Family Tree is the separate visual view used to check how the saved household appears.
Review or update a person
Open the client and go to Family Info.
Choose the available person or category that matches the information you need to review.
Complete only the fields shown.
Save if a save control is shown.
Open Family Tree and verify that the household appears as expected.
Complete the Partner profile
Choose the available partner entry, complete the visible fields, save if shown, and verify the result in Family Tree. Financial accounts, income, real estate, and debts are reviewed separately in the Evaluation.
Add the relative
Choose the available category that matches the relative, complete the visible fields, save if shown, and verify the result in Family Tree.
If you cannot add the person
If no available category matches the person or relationship, contact Planworth Support rather than using a different category as a workaround.
Edit a family member
Return to Family Info.
Select the available entry for the person.
Update only the visible fields.
Save if shown.
Open Family Tree to verify the change.