Adding Household Members

Editing household membership relates to two different workflows in Casebook. You can edit an individual's membership and add new household members.

Add New Household Members

New household members can be added to a current household with the New Member link found on current household cards in the household workflow.

• 1. Click the New Member link for the household you want to add a member to

• 1. An inline form will open

• 1. Enter the name and dates associated with the new member

  2. Click Save

Editing a Person's Membership

Household membership and relationships are edited from a specific perspective. In the list of current households in the households workflow the person whose perspective you are editing the card from will have a link beneath their name.

When this link is clicked, a popup box opens. Selecting the corresponding radio button allows the worker to:

• • change individual's membership dates

  • end the individual's membership in the household

  • delete the individual from the household

Powerpoints and Videos

Powerpoint: Creating and Editing Households

Video: Creating and Editing Households

Related Page

Editing Household Addresses and Membership