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  • Developer Discussion (Moderator: Donald Lobo) »
  • What's the best way to model this in CiviCRM? (death/loss relationships expande
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Author Topic: What's the best way to model this in CiviCRM? (death/loss relationships expande  (Read 1451 times)

dwillczc

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What's the best way to model this in CiviCRM? (death/loss relationships expande
October 08, 2008, 04:30:22 pm
I am helping a non-profit organization which operates bereavement camps for children and I am struggling to understand how the following unique relationships and data fields would be ideally modeled within CiviCRM.

- For the most part it is your standard non-profit - you've got volunteers, staff, donors - and then you've got campers, camp staff, etc...
- All unique contacts would be added to CiviCRM and would be tagged to whichever groups/roles they belong - (ie- a camper could also be a volunteer or donor - easily done by CiviCRM)

Here's where it gets a little tricky...

- Since it is a bereavement camp the most essential data that needs to be modeled correctly is the relationship of campers with deceased family members or loved ones... here is a little more info:

  • Any camper attending a camp has experienced a loss, or multiple losses
  • Will need to capture details such as child's age when death happened, scenario, circumstances, basically like a case history
  • The family concept is key as often multiple siblings attend - though siblings would share the loss of the same loved one, experiences related to the loss for each individual is unique and needs to be tracked accordingly

I can provide more details as needed - please ask any questions and i will reply!

thanks you all in advance for helping here - i've been spinning over this!

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Dave Greenberg

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Re: What's the best way to model this in CiviCRM? (death/loss relationships expande
October 08, 2008, 05:33:02 pm
To some extent, the approach depends on how you need to access / display the data. You can extend relationships with custom fields - which could be defined to capture the bereavement details for that child's relationship to the deceased person.

However, the ability to search on custom relationship fields is currently targeted for the 2.2 release - so if you need that now you would need to build one or more custom searches. Also, the display of this info might be a bit "buried" for your needs (contact >> relationship tab >> view relationship).
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dwillczc

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Re: What's the best way to model this in CiviCRM? (death/loss relationships expande
October 09, 2008, 03:36:33 pm
Thanks for the input.

What are some of the specific limitations of the current release that are planned to be improved in the 2.2 release?

To clarify, my understanding of the search limitation you described is that we wouldn't be able to do something like a search for all campers who've experienced a loss of a sibling vs. a parent (hence the relationship), is that correct?  I would classify that type of feature to be more of a "nice to have" versus being a show stopper.

You mention that the display of the relationship details could be a bit buried - but is it possible to customize the standard display of contacts to include loss details?

I have some additional questions around this - here is an example to make it relevant...

- A staff member performs a search to display all campers enrolled in the camp for December (which would be powered by CiviEvent)
- Search results would display all contacts enrolled for the camp
- Clicking on a contact from the search results would bring up the contact details

Questions:

1. How easy would it be to customize the contact page displayed from the above example to make it so only a relevant mix of standard and custom fields for the camper get displayed?

Is there a "view" concept in CiviCRM that would allow for such displays to be easily managed - for example, creating a view called "camper/session" which would contain the key fields relevant to campers registered in a specific camp, which would encompass things like the basic contact information fields, loss details, and specific camp registration info such as cabin, camp group, camp counselor, prior camps attended, special notes, etc... ?

How much effort would this type of customization entail and is possible?
Assuming the requirements are known/documented how long would this type of customization typically take?

Thanks!
« Last Edit: October 09, 2008, 03:44:31 pm by dwillczc »

geilhufe

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Re: What's the best way to model this in CiviCRM? (death/loss relationships expa
October 09, 2008, 06:11:56 pm
You could add all the deceased members as individuals (marked deceased)... then create the appropriate relationships between the campers and the deceased with the built in relationships.

As Dave points out, test it out carefully... it can be very difficult to get relationship data out of CiviCRM with the stock reporting. This is not a  problem with custom searches or CiviReport.

(1) The view concept is called a Profile.

(2) Custom fields can be added as tabs to the contact record, but cannot contain existing fields
http://wiki.civicrm.org/confluence/display/CRMDOC/Contact+Additional+Tabs

(3) The round-about way to use a profile as a view page is:
(a) Create your profile with all the fields you want (it can't include data from both the contact record and the participant record, however)
(b) Make not of the profile search / listings URL.
(c) Use that URL to search for the camper you are interested in.
(d) Click view in the search listings page for that record.
(e) You now see your custom view field defined by the profile.

I'll let other comment on how you would create a tab on the contact record with the data you specify.

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  • What's the best way to model this in CiviCRM? (death/loss relationships expande

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