Managing Households

Viewing Family Information

• Household addresses are now mapped using OpenStreetMap whenever a valid address is entered or updated on the Person/Edit screen.
• Household member Person pages can be visited by clicking the Go To Member link.

• Clicking on a household member in the Household Member list opens a dialog with their stored information.

• You can modify or change this information, as needed.

Adding New Houshold Members

• Codect provides a streamlined system for adding new household members either from scratch, or by choosing an existing record from the database.
• Click the Add Family Member button to get started.
• When first clicking the Add Family Member button, a list of potential household members will show. These are records related through databases outside of the Codect Case Management system, but existing within the data warehouse.

• Clicking Add New Family Member will open a dialog similar to the editing screen that we saw above.
• Clicking Search Family Member will open a search screen that will allow you to find individuals in both the case management system and the data warehouse.

• Searches will display individuals matching the provided search terms.

• Clicking on a person in the list will add them to the household and will create a record in the Codect case management system (denoted by a green band) if only a data warehouse record existed previously.
• The list will include matched records as well as a list of potential household members from the Codect data warehouse. These are records related through databases outside of the Codect Case Management system, but existing within the data warehouse.
• Our suggestion is to always search before adding new records.
• Also, it's often best to use as few search terms as possible initially (e.g., last name or first name, rather than last name, first name, DOB).