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Add a New Participant New HH
Purpose
- Client services tracking system
- Tracks participants, which can include individuals, communities, or businesses
Participant Search and Creation Steps
- Search existing participants first
- Use search feature in top right of screen
- Input name and hit Enter
- If no duplicate found, click "Add"
- Enter basic participant information
- Fill in personal and demographic data
- Note required fields (yellow star)
- Use mouse or TAB to navigate
- For children under 18, use "Consider as Adult" checkbox
- Select primary options for multi-selection fields
- Click SAVE button specific to participant being edited
Key Notes
- Participant screen linked with Household form
- Participant information often recorded in-office or during home visits
- Access to participant screens depends on user role
- Drop-down list fields can be customized by system administrator
Participant Types
- Primarily individual clients
- Can include:
- Community participants (e.g., towns)
- Business participants (e.g., businesses receiving loans or improvements)