Working with Tabs in Individual Detail

Attributes:

This tab is a series of checkboxes and Custom Fields created by your Admin staff. The Checkboxes may be used for paperwork received, actions taken, or other descriptive information associated with this Individual. The Custom Fields may be used to create dropdown menus/multi select menus, date fields, number fields, checkboxes or text fields as needed by the department. Select the appropriate boxes as required by your department.

Contact Info:

Primary contact information initially entered when creating the Individual will appear here as well as any additional contact information. To enter additional contact information:

Select Add Contact Info

Enter Phone #, Email address, Reference Name and Select Type of contact.

Select Save.

To edit any Contact info, simply double click on the appropriate row.

Family Notes:

Notes associated with anyone in the Family which have been entered will appear here.

Notes:

Notes entered associated with this Individual will appear here. To Enter a Note:

Select Add Note.

Select the Type, Related Program, Status and Assigned to from the dropdowns.

Enter appropriate date(s) and time(s).

Enter Note text.

Select Save, Note is saved and will appear in the Notes List.

Payments:

Payments entered here or in other areas of the system associated with this Individual will appear here. To enter a payment, please refer to the Creating a Payment page.

Payments by Household:

When the checkbox Payment Applies to Family is selected in the Payment Record, those payments will appear here.

Suspensions:

The list of all Program Suspensions associated with this Individual will appear here. To enter a Program Suspension:

Select Add Program Suspension.

Select Program from dropdown.

Enter appropriate Effective and End dates.

Enter any necessary text in the Notes area.

Select Save, the Suspension will be saved and will appear in the list.

If there is an attempt to make a Payment when an active Suspension exists, the following message will appear in the payment record:

*This Individual is currently suspended from using this Program.

Applications:

This is a list of all current and prior Applications associated with this Individual.

Income:

This Individual’s income snapshots appear here. To add an income snapshot:

Select Add Snapshot button.

Income Snapshot window will open.

Select Add Detail button.

Select Type from dropdown.

Enter Reference and Amount.

Select Frequency from dropdown.

Enter Earned amount and since date if desired.

Select Save.

Family Income:

Income (if any) from all Family members appears here as well as the Verify Income Qualification tool on the left and the summary of Total Family Income on the right. You may also add income for anyone in the Family here. To add an income snapshot:

In the Current Family Income grid, select the pencil icon located to the right of desired Individual.

Income Snapshot window will open.

Select Add Detail button.

Select Type from dropdown.

Enter Reference and Amount.

Select Frequency from dropdown.

Enter Earned amount and since date if desired.

Select Save.

Income Qualification:

Using the dropdowns, select desired Family & Program.

Select the Verify button to determine eligibility based on Income guidelines determined by Program Admin.

Family Members:

All Family Members associated with this Individual that have been previously entered will appear here. To add or edit family members, delete the family, create new family or manage relationships:

Select Adjust Family button

To add a family member, Select Add Family Member button

Type in first few letters of last name to see if individual is already in system.

If desired individual appears in list below, double click to view detail.

If desired individual does not appear, select Create New Individual.

Enter Address, contact info and Tribal information, select Save New Individual,

You will be asked to confirm that the information is correct, if it is, select Yes.

The individual has now been saved and has been added to the Family.

You may enter additional for the new family member at the Individual Detail area. To remove a Family member, click the icon and then the OK button.

To Manage Relationships within the family, select Relationships button

Click on appropriate dropdown by each Family member’s name to select the desired relationship to others in the family.

Select Save button.

Laserfiche

If your department has purchased Laserfiche, any documents scanned into Laserfiche associated with this Individual will appear here.

History

The History tab shows activity (determined by your Admin staff) with this Individual, by date, time and user.