Default User Role: Staff
Reliable Contacts are for capturing information on any individuals supporting a Participant, such as family members, friends, social workers, medical professionals, and probation officers. You can add multiple Reliable Contacts for any Participant using this feature.
Steps to Add/View/Edit Reliable Contacts
Step 1 – Manage Feeder Tables
Site Administrators can populate Feeder Tables Reliable Contact Relationships (ex: Parent, Significant Other, Parole Officer, etc.) and Reliable Contact Attributes (ex: Safe to pick up, Not safe to pick up, etc.). This is done on the Manage Feeder Tables page. Click "Edit" in blue to add or edit choices.
Step 2 – Adding Reliable Contacts
Only the "Name" field (in yellow) is required.
Check the "Emergency Contact" box to identify that this is a person to contact in event of an emergency.
The only way to customize this page is by populating the two Feeder Tables ("Relationship" and "Attribute").
Enter 10 digits for phone number and move to another field. The number will be auto-populated with parenthesis and a dash.
Multiple Reliable Contacts can be added, one at a time, for the selected Participant. However, the same Reliable Contact may not be attached to multiple Participants.
Step 3 – Navigation Bar > "Participants" > "View/Editing Reliable Contacts"
Search for the Participant for whom you added the Reliable Contact.
Select "GO" next to the name of the Participant.
If the Participant does not have a Reliable Contact, or it was not setup correctly, you will receive the following pop-up:
If the Participant's Reliable Contact was setup correctly, pressing "GO" will lead you to a page with the Reliable Contact's information.
Reliable Contacts can be edited or deleted. If a Participant has more than one Reliable Contact, the order can be changed on this page.
TIP: Reliable Contacts appear on the Standard Reports Participant Profile and Participant Face Sheet. The Query Wizard also contains a focus area for Reliable Contacts data.