Content
- Introduction
- Adding Non-Household Members
- Non-Household Member Reports
- Non-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 Non-Household members. Non-Household members are individuals added to a home's People tab. Reports and activities configured for Non-Household members will have their first name appear at the end of the report, to distinguish between other Non-Household individuals.
If you have a question not addressed here, you can contact support at support@extendedreach.com.
Adding Non-Household Members
Non-Household members are individuals added to a home's People tab. Non-Household members can include babysitters, former babysitters, caregivers, grandparents, etc. When individuals are added to the People tab as Non-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 (Non-Household).
Image: Add Non-Household Relationship Types
To create a new non-household member report, go to Organization Settings > Home Report Types > Add Home Report.
Change the "Report Category" to "Non-Household Members". A new field will appear underneath it, called "Required For". This looks at the relationship type for the individual. This allows you to create activities for specific relationship types (like babysitters).
For more information on adding home report types, click here. Note that only expiration dates can be used.
Image: Non-Household Member Reports
Non-Household Member Activities
To create a new non-household member activity (such as a training), go to Organization Settings > Home Activity Types > Add Home Activity.
Change the "Activity Category" to "Non-Household Members". A new field will appear underneath it, called "Required For". This looks at the relationship type for the individual. This allows you to create activities for specific relationship types (like babysitters).
For more information on adding home activity types, click here. Note that only expiration dates can be used.
Image: Non-Household Member Activities
Compliance Tab Display
If the non-household member matches the relationship type 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
