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)