Tutorial: View or Update Family Member Details

Use this tutorial to view or update 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 or update the family member's details as necessary.

The Family Member section contains the family member's demographic data, and can be updated as follows:

In First Name, enter the first name of the person. At least two characters must be entered. You can enter up to 25 characters as necessary.

In Middle Name, enter the middle name of the person. Only one alphabetic character can be entered.

In Last Name, enter the last name of the person. At least two characters must be entered. You can enter up to 40 characters as necessary.

In Date of Birth, enter the month, day, and year on which the person was born. For more information about entering dates, see the Calendar Controls topic.

In SSN, enter social security number for the person. The SSN must be in the format of xxx-xx-xxxx.

In Start Date, enter the date on which the person becomes active. When updating detailed information, the start date may be disabled. For more information about entering dates, see the Calendar Controls topic.

In End Date, enter the date on which the person becomes inactive as necessary. For more information about entering dates, see the Calendar Controls topic.

In Interpreter Needed, select the check box to indicate whether an interpreter is needed for verbal communication.

In Language, select the person's primary language from the drop-down list.

In Role, select one or more check boxes to assign specific roles to the person.

In Relationship, select the specific relationship in the household to assign to the person from the drop-down list.

In Employer, enter the name of the person's employer.

Update the family member's mailing address as necessary.

The Mailing Address section contains the location at which the family member receives mail, and can be updated as follows:

Click the Copy from Head of Household Address link to copy the person's address and/or contact information from the person designated as the Head of Household.

In Address, enter the street address at which the residence (or office) is located. You can enter up to 100 characters as necessary in each of the two address controls as necessary.

In ZIP, enter the complete five-digit ZIP code in which the residence (or office) is located. Once entered, the name of the city and the two-character state abbreviation associated with the ZIP code are displayed.

In Phone, enter one or more telephone numbers at which the person can be contacted. For more information about entering telephone numbers, see the Telephone Numbers topic.

In Email, enter the electronic mail address for the person. Email addresses must be entered in the format of: name@xxx.zzz. At least 10 characters must be entered, and you can enter up to 50 characters as necessary.

In Text Message OK, select the check box to indicate whether it is acceptable to send text messages to the phone number listed.

In Preferred Contact Method, select the preferred method of contacting the person from the drop-down list.

Update the family member's physical address as necessary.

The Physical Address section contains the family member's residence information, and can be updated as follows:

Click the Copy from Mailing Address link to copy the person's physical address from the mailing address data.

In Address, enter the street address at which the residence (or office) is located. You can enter up to 100 characters as necessary in each of the two address controls as necessary.

In ZIP, enter the complete five-digit ZIP code in which the residence (or office) is located. Once entered, the name of the city and the two-character state abbreviation associated with the ZIP code are displayed.

Household ID displays the household's identification number.

NOTE: Asterisks (*) indicate which fields are required on the page. If required information is missing, an error message displays at the top of the page after saving the data.

Click the Save button. The page refreshes and displays the updated information in the Family Members table.

Version 1.6