To Add a Relationship to a Case in Oasis

Open the case you have created. On the right-hand side, click on the banner labeled “Relationships.”

Once you are in the Relationships section, click “Add Relationships.”

For each household member, fill in the required fields: “First Name,” “Last Name,” “Date of Birth,” “Gender” and “Ethnicity.” You can also add how this person is related to the main individual. You can add as many household members as needed.

If you need to add more household members, click “Add Another Household Member” and fill in all the required fields.

When you are finished entering all household members, click “Save Household Members.”

If a Household Member Moves Out

Find the name of the household member and click “Edit.” Uncheck the box next to “Both People Live at Same Address” and then click “Save Changes.”