Student Management Household Tab

Students > Student Management > Household

The fields on this page represent the household information of the student. Household information is importable and can be added manually as needed.

Student with Household

Screenshot of the Student Management Household Tab as described on this page.

  1. Household ID - notice the Household ID

  2. Do Not Extend Benefits to Household Members - check to prevent this student from extending direct certification benefits to other student household members if applicable

  3. Language - select household language, which determines the language of letters sent to household

  4. Notice the First Name, Last Name, and Relationship of the head(s) of household

  5. Pencil - click to edit Head of Household information. See Step 6 for details. Note: Edits will be overridden by the student import.

  6. (+) Add New Head of Household - click to add a new head of household
    Screenshot of the Add New Head of Household modal as described on this page.

    1. First Name - enter first name

    2. Middle Name - enter middle name

    3. Last Name - enter last name

    4. Cell Phone - enter cell phone

    5. Home Phone - enter home phone

    6. Work Phone - enter work phone

    7. Email - enter email address

    8. Gender - select gender

    9. Relationship - select relationship

    10. Primary, Alternate - select whether this is the primary Head of Household or an alternate Head of Household

    11. Cancel - click to return to the previous screen without saving changes

    12. Save - click to save changes

  7. Notice the Identifier, First Name, and Last Name of students with a matching Household ID

  8. Pencil - click to be redirected to the student's general tab

  9. Enter the Home Address, Country, City, State/Province, and Zip. Check Mailing Address same as Home Address to copy the Home Address to the Mailing Address. Otherwise, enter the Mailing Address, Country, City, State/Province, and Zip.

  10. Remove From Household - click to remove the student from the household so that the student can be added to a different household.

  11. Save - click to save changes

Student without Household

If Auto Assign Household ID is not enabled and a household ID was not configured upon import, there will be no information on the screen, and a household can be configured manually.

Screenshot of the Search for Household button as described on this page.

  1. Search for Household - click to search existing households or to create a new household
    Screenshot of the Search for Household modal as described on this page.

    1. Household ID - search by household identifier

    2. Last Name - search by head of household last name

    3. Address - search by household street address

    4. Reset - click to reset search parameters

    5. Add New Household - click to create a new household. See Step 9 for more information about adding the Home Address and Mailing Address. Click Save. Then proceed with above household steps 1-11 as needed.

    6. Household ID - notice Household Identifier

    7. Address - notice the household street address

    8. Notice the Head of Household name.

    9. Pencil - click to select the household to which to assign the student

    10. < > - click to scroll through pages

    11. Cancel - click to return to the previous screen without selecting a household