To add a new family record, click the + Add New Family icon to display the family intake form.
There are two required fields on the family intake form that must be entered before the record can be saved.
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*Intake Date
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Intake date must be entered in order to populate the first line of status history at the family History tab.
Intake date does not need to be updated each year, since the intent of this field is to track when the family record was first added.
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*Family Name |
Enter how you wish to track the family name to display on the grid for sorting and reporting purposes.
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It is important to remember that the family record is entered for informational purposes only.
Should I enter the non-required fields?
When entering a record, it is good practice to enter all information you have at the time of entry, whether the field is required or not, if you plan to track this data. This saves having to go back later and edit the record.
If your agency tracks families by a unique number, you may enter this on the intake form.
Open Family Detail Record
Family records may be opened by double-clicking on the grid row, or by clicking the details icon on the row.