Editing household membership relates to two different workflows in Casebook. You can edit an individual's membership and 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.
Click the New Member link for the household you want to add a member to
An inline form will open
Enter the name and dates associated with the new member
Click Save
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
Powerpoint: Creating and Editing Households
Video: Creating and Editing Households