Content
- Introduction
- Adding Household Members
- Household Member Reports
- Household Member Activities
- Compliance Tab Display
Introduction
This article is meant to assist you with the details in adding and maintaining reports and activities for household members. Household members are individuals added to a home's People tab. Reports and activities configured for household members will have their first name appear at the end of the report, to distinguish between household members.
If you have a question not addressed here, contact support at support@extendedreach.com.
Adding Household Members
Household members are individuals added to a home's People tab. Add the individuals living in the home (except for Parent A and Parent B) to this tab. When individuals are added to the People tab as household members, you can create reports/activities to track documents and expiration dates for them. For more information on the Home People Tab, click here.
If you are not seeing a specific home relationship type, an agency administrator can add additional relationship types under Organization Settings > Organization Preferences > Keywords > Relationships (Household).
Image: Add More Household Member Relationship Types
Household Member Reports
To create a new household member report, go to Organization Settings > Home Report Types > Add Home Report.
Change the "Report Category" to "Household Member". A new field will appear underneath it, called "Required For". This looks at the Date of Birth / Age for the household members. This allows you to create reports that for household members that only apply to that criteria. Select "No One" to make it optional for all household members.
For more information on adding home report types, click here. Note that only expiration dates can be used.
Image: Household Member Reports
Household Member Activities
To create a new household member activity (such as a training), go to Organization Settings > Home Activity Types > Add Home Activity.
Change the "Activity Category" to "Household Member". A new field will appear underneath it, called "Required For". This looks at the Date of Birth / Age for the household members. This allows you to create activities that for household members that only apply to that criteria. Select "No One" to make it optional for all household members.
For more information on adding home activity types, click here. Note that only expiration dates can be used.
Image: Household Member Activities
Compliance Tab Display
If the household member matches the age criteria, then their first name will appear in parentheses next to the name of the report or activity (if the item is set up to appear on the compliance tab).
Image: Compliance Tab