To edit a participant's basic information in empowOR Agency, follow these steps:
- Find the Participant: After logging in, type the participant's name in the search box at the top right of the page and press Enter. A list of results will appear.
- Find the Household: Click the "Household Name" link to the right of the desired participant in the search results. This will take you to the Household landing page. (Note: If the search finds only one household, you will be taken directly to the Household page.)
- Access the Participant Basic Info Screen: There are two ways to do this:
- Click PARTICIPANT DETAILS to view information for all household members on one page. This is more efficient for editing multiple participants.
- Click the Participant Name to view information for only that specific individual.
- Edit Participant Information: On the Participant Basic Info screen, you can edit the individual's name, demographics, phone number, and email address.
- Save Changes: This is critical: Click the Save button after editing each participant's information. Changes will not be saved if you do not click Save after each edit.