Link Households

Use the Household tab (Community > Student Records) to link students who are members of the same household. Once the students are linked, the students are added to the same application when processing Free and Reduced eligibility.

Notes: The Foster, Homeless, Migrant, and Runaway options on the Household tab can be used to assign benefits to individual household members.

When using the manual selections for DC, Case, Case Number, Foster, Homeless, Migrant, and Runaway options, these can be used to override information from DC and application imports. Changes will be recorded to student history.

Phone numbers can be included on the student record index screen (click , select Columns, check the Phone Number checkbox). Associated phone numbers include:

    Student Records: Primary and Secondary

    Household: Guardian Primary and Secondary

    Application: Applicant Phone Number

Use the following procedure to add a household member:

1.  Go to Community > Student Records.

2.  Locate the appropriate record and click More Details.

3.  Click the Household tab.

4.  In the Household Members section, click Find Students. Possible matches are presented based on a shared guardian, address, and/or last name.

5.  Click each criterion to confirm the relationship and select the student(s).

6.  Click Save.