Admin Panel

● Here you can change the status of the household record to the following:

  • Open - default status. Open records are searchable and will show up in reports.
  • Closed. Closed records will not show up in reports, but will show up in household searches.

● You can search for another household by clicking the Entity Search button. The search works the same as the Text search function on the Admin Dashboard.

● Client Alerts will display in red at the top of this panel. See Household Information for how to create a client alert.


● Household Eligibility is noted here based on the income entered into the Income Tile (see below) and the lookup data in the corps eligibility table.