Tutorial: View Family Details

Use this tutorial to view the details for a family member on the Family page.

Complete the following steps to perform this tutorial:

Display the Family page.

Family page (default view)

Family page (default view) for Coordinator/District roles

Family page (default view) for Provider/State roles

NOTE: Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable.

Double-click on a family member in the table. The page refreshes and displays detailed information below the table.

Family page (details view)

Family page (details view) for Coordinator/District roles

Family page (details view) for Provider/State roles

View the family member's details.

The Family Member section contains the family member's demographic data:

First Name displays the person's first name.

Middle Name displays the person's middle name.

Last Name displays the person's last name.

Date of Birth (DOB) displays the month, day, and year on which the person was born.

SSN displays the social security number for the person.

Start Date displays the date on which the person (or group) becomes (or became) active or assigned.

End Date displays the date on which the person (or group) becomes (or became) inactive or unassigned.

Interpreter Needed indicates whether an interpreter is needed for verbal communication.

Language displays the person's primary language.

Role displays the role currently assigned to the person.

Relationship displays the person's relationship to the household.

Employer displays the name of the person's employer.

View the family member's mailing address.

The Mailing Address section contains the location at which the family member receives mail:

Address displays the street address, city, two-letter state abbreviation, and zip code.

ZIP displays the complete five-digit ZIP code in which the residence (or office) is located.

Phone displays the telephone numbers at which the person (or primary contact) can be contacted.

Email displays the individual's electronic mail address.

Text Message OK indicates whether it is acceptable to send text messages to the phone number listed.

Preferred Method displays the person's preferred method of contact.

View the family member's physical address.

The Physical Address section contains the family member's residence information:

Address displays the street address, city, two-letter state abbreviation, and zip code.

ZIP displays the complete five-digit ZIP code in which the residence (or office) is located.

Household ID displays the household's identification number.

Version 1.6