Managing Households on the Profile Page

Creating a Household

Navigate to the Head of Household’s (HoH) file.
Click the Manage button at the top right of the screen.
This opens the Manage Household window where you can build a household by joining existing client files. Reminder: All household members must exist in the system before moving on to family/household creation or group Program Enrollment.
Locate the desired client via the Search for a Household Member search bar and hover over the correct query result until the Add icon appears.
1. Where applicable you may instead use the Recent Client Searches list. Hover over the client’s name until the Add icon appears. Note: you must click the Add icon. If you instead click the name itself you will be redirected to that client’s page.
2. If you are unable to locate a client when searching for a household member you will need to return to the Search page and follow the Add Client process outlined above.5) Clicking Add opens a pop-up window where the client’s relationship to the HoH is selected from a pick list and their household Start Date is entered.
Clicking Add opens a pop-up window where the client’s relationship to the HoH is selected from a pick list and their household Start Date is entered
Repeat these steps for each household member until all are entered and appear in the Household Members list on the upper right corner of the browser window. A small star will indicate the HoH. When necessary, this can be amended by clicking on Edit button.

To exit a member from the household, click their name in the Household Members list and engage the Exited Household toggle. You will then be provided a field to enter the date the client’s involvement with this household ended.
If the person exiting the Household is the HoH, a new HoH must be selected.
The record of this past household history will now appear in the Previous Household History section of the client’s Household Management window accessed by clicking the Manage button.

Joining and Rearranging Households

When attempting to add a client to a household who is already a member of different Household, instead of seeing the plus sign when attempting to add you will see a merging arrow icon. Clicking this opens the Join Household pop-up window.
In the pop-up window follow the prompts to choose the direction of the client’s movement between Households.
Note: It is especially important when “Joining” that upon completing this step you confirm that all intended household compositions are accurately reflected in the relevant Household Members lists.