Relationship Diagram

Overview

The Relationship Diagram screen displays a hierarchical view of your entity and connected relationships, providing a complete view of relevant contacts and their relationship to the entity.

Navigation

The Entity Relationships screen can be accessed from the Left Toolbar. Depending on the type of entity, this icon will display as either Fund, Trust, Company, or Individual.

The following instructions are completed in a Fund entity.

From the Main Toolbar, go to Fund.
Select Relationship Diagram the list.

Instructions

1. The Relationship Diagram for the selected entity will display:

2. To create a Relationship Diagram for a different entity, select New Diagram > From Existing Entity.
   Then select the entity as a Data source and enter a name for the diagram:

The diagram displays the entity and all of its relationships, up to three levels deep.
Each connecting line is labelled with the type of relationship (e.g. Trustee, Member, Director, Auditor).

3. Change the format of the diagram by clicking and dragging sections into place.
   • Layout options are available to reset and change the overall structure of the diagram.
      
4. If not done yet, select Save As and enter a name to save the diagram for later use:

Functions Available

	Layout allows you to change the flow direction of the diagram by selecting the corresponding arrow. Additionally, selecting Auto Layout will rearrange the entities automatically into a clear structure.
	Show/Hide Entity Details allows you to choose which details display on each entity card. This includes: Email Phone Address Date of Birth ABN UBO The ability to Hide/Show all of the above options is available.
	Filter Relationships opens a side-menu, allowing you to choose which relationship types display on the diagram.  The default relationships displayed are: Accountant Auditor Beneficiary Bookkeeper Corporate Trustee Director Entity Contact Member Shareholder Trustee Unit Holder
	The Undo and Redo buttons allow you to reverse or reapply the most recent changes made to the diagram. Standard keyboard functions can also be used: Undo = Ctrl + Z Redo = Ctrl + Shift + Z

Selecting an Entity

Select an entity in the Relationship Diagram to open a side-menu containing more details:

Details:

• Refresh: Updates the selected entity with its latest details. Refresh applies to one entity at a time. 
  • To refresh the whole diagram, it is recommended to create a new diagram.
• View in SF360 / SI360: Opens a direct link to the entity so you can update its details.

Relationships:

• Displays a list of Visible and Hidden relationships attached to the selected entity.
• Clicking on a relationship allows you to change its display preferences:
  • Label: Edit the text shown on the connecting line.
  • Line format: Change the arrow style and direction.
  • Hide from Diagram: Remove the relationship from the diagram.

• Hidden relationships can be displayed again by selecting the hidden icon from the Relationships tab:

This side-menu can also be viewed by selecting a connecting line's Label in the Relationship Diagram.

• If multiple relationships are recorded, ensure to select the specific relationship:

All changes will be automatically applied to saved diagrams.