Set Household Relationships

Find a Household Member

• Type the person’s name in the search box (top right) and hit Enter.
• Click the Household Name link from the search results.
• If only one household is found, you’ll go directly to the household page.

Access Household Basic Info

• The household page defaults to Basic Information.
• If needed, return by clicking Basic Information above “Select Work Template.”

Set Primary Household Member & Relationships

• The Primary member has a check ✓ next to their name.
• To change the Primary member, check ✓ the box next to another person (the page will refresh).
• You cannot assign a relationship to the Primary member.
• Use the Relationship drop-downs to assign relationships for all other household members.

View Household History

• Click the History icon at the top of the Household Members list to see entry/removal dates and staff change logs.