Lumary DC – This article explains how to add an associated site under the Circle of Support tab.
Associated sites capture location links that are relevant to a client’s care. Recording these associations helps workers identify where a client usually receives services or resides.
To add an associated site, and/or set the clients primary site:
- Go to the client’s record.
- Click on the Circle of Support tab.
- Scroll to the Associated Sites section and click New.
This opens a New Associated Site form. The table below describes the fields. Mandatory fields are marked with an asterisk.
| Field | Use and purpose |
|---|---|
| Contact | Search for and select the person (contact) whose record you’re linking to the site. |
| Site | Search for and select the site to associate with the contact. |
| Primary site | Put a tick in this checkbox if the selected site is the main location linked to the contact. Note, each client can only have one primary site. |
| Associated site ID | Read-only unique identifier generated after the record is created. |
- Click Save to create the record.
The new record will now be listed under the Circle of Support tab, in the Associated Sites section.
The primary site is important because it:
- controls the cost code applied to client appointments, impacting financial reporting
controls rostering for supported accommodation sessions — only clients who:
- have the site set as their primary site, or
- have an associated site record
can be rostered into those sessions.
To edit or delete this record:
- Click the drop-down arrow at the end of the row.
- Select Edit or Delete.