GenoNote A powerful tool for aiding the understanding of human relationships Copyright © 2012 by RedMane Technology LLC. All rights reserved. All names in example diagrams are fictitious. Names that belong to real people are strictly coincidental. Introduction to GenoNote GenoNote creates diagrams called genograms that clinical professionals use to map human relationships. With GenoNote, you create digital diagrams that you can update and refer to on the go, replacing traditional paper genograms. With GenoNote, you can create diagrams collaboratively with clients during clinical interviews. As you work with GenoNote, you can toggle the diagram view to a client-friendly version that uses icons instead of symbols, making diagrams easier for non-clinical people to understand. With GenoNote, you can create diagrams that— Show the structures of families and households at a glance Represent relationship dynamics Flag history of abuse and show influences within groups Highlight significant individual characteristics, including health issues, abusive relationships, and other important attributes about an individual. The information in this guide will help you use GenoNote to create and work with genograms for your clients and their families. 2 Contents Introduction to GenoNote The GenoNote toolbar 2 4 Quick steps for creating a diagram Creating a GenoNote diagram Adding a person 5 6 7 Adding details about a person 8 Tracking cultural information 9 Adding a photo to a person 10 Tracking personal characteristics 11 Changing information about a person Adding a relationship 12 13 Adding more people and relationships 14 Changing, deleting, or hiding a relationship Identifying household groupings 16 Highlighting a person’s relationships Changing view types Emailing a diagram 17 18 Understanding GenoNote symbols Printing a diagram 15 19 20 21 Getting help with GenoNote About RedMane Technology 22 23 Quick reference: Genogram symbols Quick reference: Client-friendly symbols 3 The GenoNote toolbar You start most of your work with diagrams from the GenoNote toolbar at the top of the workspace. Print the diagram with family, household, and individual info sheets and a legend Select a family diagram or create a new one Select or add a household to the diagram Display a legend of symbols and their meanings Edit or delete the family group Email the diagram with family, household, and individual info sheets and a legend Switch between genogram and client-friendly notation Open this help guide Tap one of the icons on the GenoNote toolbar to create, edit, print, or email a diagram. 4 Quick steps for creating a diagram Creating a genogram in GenoNote comprises these basic steps. This help guide provides information about how to create and work with GenoNote diagrams and their elements. 1. Create the diagram. 2. Add the first person to the diagram. 3. Provide details about the person. 4. Add relationships and more people. 5. Identify household groups. 5 Creating a GenoNote diagram You start creating a diagram by defining a family and the first family member. You can also edit this information later by tapping the pencil icon at the top left side of the toolbar. 1. Tap the Family icon in the toolbar. 2. Type a name for the family unit and a description. 3. Type the name of the caseworker who obtained the family info as the Interviewer. 4. Record the name of the person who provided the information as the Interviewee and tap Done. Next, you will add the first family member to the diagram. 6 Adding a person When you create a new diagram, GenoNote opens the Add New Person box. At any other time, tap an existing person who has a relationship with him or her to add the new person to the diagram. As you define the relationship, you add the new person to the relationship. To add a new person, you must enter a first and last name. All other information is optional. Provide any optional information as described on the next page of this help guide. Tap Done when you finish to add the person to the diagram. 7 Adding details about a person While GenoNote only requires a first and last name to define a person, you can add details about the person to provide a more robust view of the person’s personality, character, and challenges. To add or change details about a person in the diagram, tap the symbol twice and then tap the pencil icon. Add optional details about the person: Type a year or month/day/year for the dates of birth and death or the age. You can type two-digit months and days without slashes or dashes. Tap the blue plus sign next to Religion to specify religious affiliation OR if the person’s religion is not on the list, type it directly into the box. Tap the blue plus sign next to Ethnicity to specify the person’s ethnicity or race OR type one or more ethnicities or races directly into the box. Tap the blue plus sign next to Characteristics to select one or more attributes to describe the person, such as Fragile Health or Physically Violent. Type notes about the person in the Notes box. Associate a photo with the person from the Photos or Camera Roll app or take a photo with the iPad camera. To focus the diagram on this person, slide the Focus bar to Yes. GenoNote surrounds the symbol for the person with a red box. Tap Done when you finish to add the person to the diagram. 8 Tracking cultural information With GenoNote, you can track cultural information about the people in a diagram, such as their ethnic background and religious affiliation. Labels that indicate these attributes are appear below a person’s symbol. To select religious affiliation 1. Tap the blue plus sign next to Religion. 2. Tap the religion the person practices. 3. Tap Done after selecting a religion. To select ethnicity 1. Tap the blue plus sign next to Ethnicity. 2. Tap the ethnicity or race of the person. If the person’s ethnic identity is multiracial, select two ethnicities. 3. Tap Done when you finish. 9 Adding a photo to a person You can associate a photo with a person in a diagram. You can select a photo from the gallery or use your iPad camera to take a photo of the person. 1. Tap the symbol for the person twice and then tap the Pencil icon. 2. Tap the blue plus sign next to Image. Choose Camera or Photo Album. 3. Follow the instructions on screen to take or select a photo. 4. Tap Done when you finish. Photos appear only when you display the diagram in Client-Friendly Notation. 10 To delete a photo from a person, tap the red X on the Image box in the Edit Person Details box. Tracking personal characteristics In GenoNote diagrams, you can flag individuals with characteristics that you want to track, such as health issues, a history of abusive behavior, or issues such as substance abuse. When you select one or more characteristics to flag, icons that represent those characteristics appear next to the symbol that represents the person on the diagram. For example, the ambulance and starburst icons next to this diagram indicate that Emory Davidson is in fragile health and has mental health issues. To add icons that indicate personal characteristics, select the person. Tap the blue plus sign next to Characteristics to select one or more attributes to add to the person. 11 Changing information about a person You can change or add to the information about a person in a diagram at any time. 1. Double tap the person whose information you want to add to or change. 2. Tap the Pencil icon to change or add information about the person. 3. Change or add information about the person. 4. Tap Done when you finish. 12 Adding a relationship You can indicate significant relationships among the people in a diagram, such as marriages and parental and child relationships, as well as indicating the nature of relationships, such as abusive or supportive. 1. Long tap the symbol of an existing person to whom you want to add a relationship. 2. Tap the category of the relationship, such as Child. 3. Select the specific type of relationship, such as Adopted Child. 4. Enter the starting and ending dates of the relationship, if known. 5. Tap Done to save the relationship as part of the diagram. To make changes to a relationship, tap one of the persons in the relationship twice and then tap the People icon in the box that appears. Select the relationship to change and edit the details accordingly. To delete rather than change the relationship, tap Delete Relationship to remove the relationship from the diagram. 13 Adding more people and relationships You add new people to a diagram by adding selecting an existing person who has a relationship with the new person. 1. Long-press the symbol for the person who has a relationship with the new person you want to add and select the type of relationship. 2. Enter info about the new person. If no details are available, tap Select Existing Person and select Unknown Male or Unknown Female. 3. If known, provide the start and end dates of the relationship. 4. Tap Done to add the person and relationship to the diagram. 14 Changing, deleting, or hiding a relationship You can change or add information to a relationship, or delete the relationship from the diagram. You can also hide a relationship in the diagram. To start, tap a person symbol twice to change, delete, or hide a relationship that he or she is involved in. To change information about the time period of the relationship or to delete the relationship, tap this icon and select the relationship. To hide the relationship, tap this icon and select the relationship to hide. 15 Identifying household groups With GenoNote, you can identify the household groups to which people in the diagram belong. GenoNote displays a house icon and ID number next to each member of the household. You can associate as many persons to one household as necessary. 1. Tap the House icon on the GenoNote toolbar to define or select a household. 2. Type a name and description for the household group or tap Select Existing Household. 3. To select the members of the household from the people in the diagram, tap the blue plus sign next to Members. 4. After you select all members of the household from the list of people in the diagram, tap Done. In this diagram, the house icons with the number 1 indicate that Philip Evans and Mary Ann Evans are members of the same household. 16 Highlighting a person’s relationships GenoNote can emphasize the relationships of one person in the diagram to help you focus on only his or her relationships. To highlight the relationships of only one person, tap the symbol or icon that represents the person. In this diagram, we tapped the icon that represents Alicia Lewis. GenoNote displayed Alicia’s relationships as bold and bright pink in color to emphasize them. To return the relationship lines to their normal appearance, tap the symbol or icon for the person again. 17 Changing view types You can view a GenoNote diagram as a traditional genogram or in a client-friendly format with icons that look like humans instead of genogram symbols. If the diagram information includes photos of people, the photos appear in Client-Friendly Notation view. 1. Tap the Settings icon. 2. Tap the type of view you want. GenoNote displays the diagram in the view type you selected. 18 Understanding GenoNote symbols You can display a legend of the symbols that represent people, relationship types, and personal characteristics. You can also display a legend for the icons used in the Client-Friendly Notation view. Tap the Information icon to see the list of icons that can appear on a diagram in the current view type. When you finish your review of GenoNote symbols, tap Hide. This help guide includes a quick reference of all genogram symbols and client-friendly notation icons. 19 Printing a diagram You can print any GenoNote diagram on an AirPrint printer associated with your iPad. Tap the Printer icon on the GenoNote toolbar and then tap Print when you see the preview of the diagram. 20 Emailing a diagram You can email any diagram from GenoNote. Tap the document icon to open an email. GenoNote creates a PDF of the diagram in the current view type as an attachment to the email. The PDF includes the same pages that you see when you print the diagram from GenoNote. After you compose the email, tap Send to email it with the diagram as a PDF attachment. 21 Getting help with GenoNote Have a problem with GenoNote? Let us know so that we can help solve it! If you just need information about a GenoNote feature or symbol, you may find it in this help guide. You can display this any time by tapping the Help icon on the GenoNote toolbar and then tapping Help Guide. If you experience a problem while using GenoNote, follow these steps to contact RedMane Technology for support: 1. Tap the Help icon. 2. Tap Email Support. 3. GenoNote opens an email and attaches a picture of the current screen to the email. Describe the steps you took and what happened. 4. When you finish, tap the Send button. RedMane will respond as soon as possible to help solve the problem. 22 About RedMane Technology RedMane Technology is a company focused on human services. We provide tools and services to help human services agencies and professionals perform at their best. RedMane is a systems integrator with a solid track record in developing successful human services applications for State and Local Government. Agencies typically turn to RedMane when they are looking for new and innovative ways to leverage technology to improve the delivery of their services. RedMane brings domain and technology expertise and repeatedly demonstrates the ability to deliver successful solutions within a given timeframe and budget. Please visit us at www.redmane.com. 23 GENONOTE QUICK REFERENCE Genogram symbols Persons Relationships Type of relationship Male Female Casual short-term Deceased Committed long-term Unborn (unknown gender) Common law marriage Miscarriage Marriage Abortion Other Personal characteristics Child relationship Appropriate family roles Adopted child Fragile health Biological child Mental health issues Unborn child Physically violent Miscarriage Physically disabled Abortion Nature of relationship Strong communication skills Strong cultural identity Emotional abuse Substance abuse Neglectful abuse Substance abuse in recession Physical abuse Suspected substance abuse Sexual abuse Characteristics of relationship Close Preventative health practices Close—hostile Emotional stability Hostile Sufficient resources provider Cut off Supportive relationship Discord Distant Distrust Hate Indifference GENONOTE QUICK REFERENCE Client-Friendly Notation symbols Males Females Man Woman (18 years old or older) (18 years old or older) Boy Girl (1–17 years old) (1–17 years old) Baby boy (Less than 1 year old) Baby girl (Less than 1 year old) Unknown man Unknown woman Pregnancies Unborn child Abortion Miscarriage