Use Family Tree as the visual or print view of a household. Use Family Info as the separate edit surface and follow only the categories, fields, and controls shown.
Review the household
Open the client and go to Family Info.
Open Family Tree or View Family Tree.
Review the people and connections shown without assuming a complete relationship inventory.
If information appears missing or incorrect, return to Family Info, choose the available matching entry, complete the visible fields, and use a save control if shown.
Family Tree is an overview. It is not the primary place for editing each person's details.
Continue to the Evaluation
When the household is correct, open Evaluations and choose the appropriate Core or Pro Evaluation.
Common issues
A person is missing. Return to Family Info and check the visible entry and fields.
A relationship appears unexpected. Record the Family Info and Family Tree views before contacting Planworth Support.