Adding to an existing Household

1. Adding to an existing Household Adding to an existing household

2. Search for the client that is the Head of Household (for example, the mom) • Set backdate mode to the date and time the new household member entered the program • Click on the ”Households” tab Adding to an existing household

3. Click on the “Start a New Household” button Adding to an existing household

4. Set the Household Type • To add to the household, search for the new client to add (for example, the baby) • When no match is found, click on the “add new client with this information” Adding to an existing household

5. Then click on Continue Adding to an existing household

6. Set the “household relationship” and verify the date • Fill out the UDE (Universal Data Elements) questions • Save & Exit Adding to an existing household

7. Add the new household member to the ROI • Click on the ROI tab Adding to an existing household

8. Click the pencil to edit the ROI Adding to an existing household

9. Select “Include additional Household Members” Adding to an existing household

10. Check off newly added client, and click “Continue” Adding to an existing household

11. Select “Save Release of Information” Adding to an existing household

12. Goto the Entry/Exit tab under the Head of Household client Adding to an existing household

13. Click on the Pencil next to the Entry date of the HOH Adding to an existing household

14. Click on the box “Include additional Household Members” • NOTE: DO NOT CHANGE THE ENTRY DATE YET, THAT WOULD CAUSE THE ENTRY DATE OF THE HEAD OF HOUSEHOLD TO CHANGE! Adding to an existing household

15. Check off the household member to add, and click Continue Adding to an existing household

16. Click on the pencil next to the Entry date next to the newly added client Adding to an existing household

17. Make sure the check box next to the Head of Household is unchecked. Change the date to the correct entry date for the newly added client Adding to an existing household

18. Now click on the newly added client’s name in the Household Members box, next to the Entry questions. Fill out all the entry questions for the newly added client. Adding to an existing household

19. You will have to exit backdate mode to go into ShelterPoint, just click on the red circle with the X in in at the top right hand corner of your screen Adding to an existing household

20. Click the ShelterPoint tab. Click on “View All” to see that the Head of Household is checked in Adding to an existing household

21. Click on the Head of Household’s name. Notice in the “Group ID” column there is no number listed. Adding to an existing household

22. In the Households Members section, click to add a check mark next to the newly added client’s name Now click on the “Assign Unit” button to assign the newly added client to a bed Adding to an existing household

23. Click Save & Exit Adding to an existing household

24. Click on the newly added clients name, also notice there is now a number under Group ID for the Head of Household and new client. Adding to an existing household

25. Change the check in date for the newly added client, then click Save & Exit. Adding to an existing household

26. In summary, to add a new member to a household and to ShelterPoint: • Enter them into Clientpoint • Add an ROI • Complete the entry questions • Add them to ShelterPoint Adding to an existing household