The relationship manager is a shared panel used from both the Students and Parents pages. It links people together in a workspace-scoped way, such as parent-to-student relationships.Documentation Index
Fetch the complete documentation index at: https://anyschool.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
What this screen is for
- Choose a relationship type.
- Search for a related person in the workspace.
- Set relationship flags used by future communication and approval workflows.
- Review and maintain existing active relationships.
What you can see
Panel framing
When opened from a student, the title looks like Manage Relationships: followed by that student’s name, and the description explains you can create, edit, and end workspace-scoped person relationships for that student. When opened from a parent, the title looks like Manage Relationships: followed by that parent’s name, and the description explains the same for that parent.Left side: create or update a relationship
Introductory copy explains directional labels and that you can relate the current record to students, parents, or staff. Fields and controls:- Relationship type selector, with helper text that relationship types are managed in workspace settings
- Current record label (direction) selector when the relationship type is not symmetric, with helper text explaining outbound vs inbound labelling
- Related person area:
- If someone is already selected, a summary card shows their name, a type badge, optional secondary text, and Clear
- A search box with placeholder Search students, parents, or staff
- Helper text explaining staff results are workspace memberships
- A results list with candidate names, type badges, optional secondary text, and a Selected badge on the active choice
- Start date calendar picker, with helper text that leaving it blank defaults to today when creating a new relationship, plus Clear date when a date is set
- Switches:
- Receives excursion communications (with helper text that delivery wiring is still upcoming)
- Can approve child excursions (with helper text that this is stored for future excursion flows)
- Primary actions:
- Add relationship when creating
- Update relationship when editing an existing row
- Cancel edit when editing
Right side: active relationships
A section titled Active relationships explains rows are shown from the current record’s perspective. Each relationship card shows:- A relationship label badge from the current record’s perspective
- The related person’s name and type badge
- Optional secondary text
- Summary badges for relationship type, communication preference, approval preference, and start date when present
- Edit and End actions
- While loading, you see Loading relationships…
- If there are no relationships, you see No active relationships with guidance to add the first relationship from the left form
Common actions
Add a relationship
Choose a relationship type, choose direction if needed, search and select a person, adjust switches, then choose Add relationship.Update a relationship
Choose Edit on an active relationship row, adjust fields, then choose Update relationship.End a relationship
Choose End. The interface asks you to confirm because ending is a deliberate removal of an active link.Error states
- Unable to save relationship when a save fails
- Unable to load relationships when the list cannot load
- Unable to load relationship types when configuration cannot load
Permissions and read-only behaviour
Saving, updating, ending, and several field interactions are disabled when you cannot manage relationships. Note: some switches may remain interactive even when saving actions are disabled. If you cannot manage relationships, rely on the disabled save actions rather than assuming switch changes will persist.Tips
- Pick relationship types that match your school’s language (mother, father, guardian) as configured in workspace settings.
- Use Start date when relationships should not appear as active before a certain day.
- Use the direction selector when the wording must match how your school describes the connection.