Parent Relationship

Maya Thomas · November 2015

Hello,

I have recently found a few young alumni whose's parents are still recorded on our database as current parents. I want to run a query to see if anymore current parents still have that constituency codes although their child is now recorded as alumni. Has anyone else done a query like this?

Alan French · November 2015

I've not had to do a query like this, but I would approach it from the other angle: look for parents who do not have any children who are current students, rather than looking for constituents who are the parent of an alumnus. Otherwise you will find you're including parents who have more than one child, where one is an alum and the other is a student.

Maya Thomas · November 2015

Alan French:

I've not had to do a query like this, but I would approach it from the other angle: look for parents who do not have any children who are current students, rather than looking for constituents who are the parent of an alumnus. Otherwise you will find you're including parents who have more than one child, where one is an alum and the other is a student.

Hi Alan,

Thank you for answering this, my colleague and I did try doing what you suggested previously. But I am having trouble with actually setting up the query to give me the correct results. How would you format the query?

Jen Claudy · November 2015

I would suggest that you put the one you found back the way you found it...and then you know you should find at least one in your results (I call these Audit Queries).

Haven't had this specific question, but if your Current Parent and Alumni codes are Primary Constituent Codes (PCC), then you should be able to write a Query for any Constituent with a PCC of Current Parent who has a Relationship with someone who has the Alumni PCC. Might have to manually check/change them, in case there are siblings who actually are Current Students.

Alan French · November 2015

I would do a constituent query with the criteria:

Constituency Code equals Current Parent

AND Relation Constituency Code does not equal Current Student

where Relation Constituency Code is from the Relationships > Individuals > Constituency node.

Tom Klimchak · November 2015

We have the same problem from time to time. We do it a query similar to Alan, but instead of using "does not equal Current Student" we'd do something like "equals Alumni".

If you do does not equal current student you may get things like spouses and siblings of those parents.

It might help to also list the Parent Name and the Relationship's Individual Name and Class year. Some parents may be parents of alumni AND current students and they would have to be left alone.

John Heizer · November 2015

Another tip, because you're dealing with one-to-many and many-to-many options here, try using "One of" and "Not one of" instead of "Equals" and "Not Equals."

Alan French · November 2015

Thomas Klimchak:

If you do does not equal current student you may get things like spouses and siblings of those parents.

I'm not sure that this is the case - I've just tested this for one particular constituent who has a relationship with 2 other constituents, and specified "Relation Constituency Code does not equal Current Staff" (only one of the two related constituents has this code) and neither of the relationships were returned. If it was a relationship query then I would agree, however a constituent query should exclude the parent constituent entirely if they have one or more relationships that doesn't meet the "does not equal" criterion.

Michelle Kolak · November 2015

I use a merge query to find these parents and use Global Change to change the constituency. The first query finds all parent records. The second query looks at the relationship to find the parents of current students.The merge query is a SUB query that finds all of the records in the first query that are not in the second query.

This handles those with multiple children linked to the parent, even if they are not all current students.

Christine Cooke 2 · November 2015

I've had to do this a lot over the years. Another way you can search -- and be sure that they truly are Parent of Alum instead of still a Current Parent (because they have more than one student enrolled) is:

Constituent Code equals Current Parent

AND

Individual Relationship one of son, daughter, child, step-daughter, step-son

AND Individual Relationship Primary Alumni Info Class of is one of 2016, 2017, 2018 etc.

Then you can comb the query and see if you have anyone who needs to be changed.

Keep it as an Audit/Housekeeping query and run it regularyly a few times a year.

Patti Hommes, bCRE-PRO · November 2015

Lots of great suggestions here! Another option, depending on how your school uses the field, is the Primary Alumni Status. All of our Current Students have that as their Status. Otherwise the Status is Graduated or Attrit.

Parent Relationship

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