Household Management

Page Header: "Households - Manage household profiles and information"

View detailed information about applicants and their families.


Page Controls

Control
Description

Export Current View

Download current filtered results as CSV

Export All

Download all households as CSV

Refresh

Reload the data

Total Count

Badge showing total households


Search by name, email, phone, or household ID.


Household Table

Column
Description

Head of Household

Name and age

Contact Info

Email and phone icons

Location

County and ZIP code

Household Size

Badge with count

Members

List up to 3 members with ages ("+X more" if over 3)

Inquiries

Total number of shelter applications submitted

Registrations

Total nights sheltered (registration records)

Last Inquiry

Date of most recent activity

Actions

View button


Household Details

Click the View button to see full details:

Contact Information

  • Name

  • Email

  • Phone

Demographics

  • Age

  • Gender

  • Race

  • Ethnicity

Circumstances

  • Housing status

  • Income level

  • Employment

Household Members

List of all people in the household with:

  • Name

  • Age/Date of birth

  • Relationship

Shelter History

Tracks shelter placement outcomes:

  • Total Nights Sheltered - Total registration records (each night = 1 record)

  • Days to Shelter - Days between first inquiry submission and first shelter placement

  • First Registration - Date of first shelter stay

  • Last Registration - Date of most recent shelter stay

  • Timeline - Visual indicator of shelter journey

Application History

  • Inquiry submissions with status and dates


Updating Household Size

If a household's size has changed:

  1. Open the household details

  2. Click Edit Size

  3. Update the count

  4. Add/remove individual members if needed

  5. Save


Admin Notes

Add private notes visible only to staff:

  1. Open the household details

  2. Scroll to Notes section

  3. Click Add Note

  4. Enter your note

  5. Click Save

Notes are timestamped with your name.


Exporting Data

Export Current View

Exports only the households matching your current search/filters.

Export All

Exports all households regardless of filters.

Format: CSV file for spreadsheet analysis.

Exported columns include:

  • Household ID, Head of Household, Age

  • Email, Phone, County, ZIP

  • Household Size, Members

  • Housing Status, Income

  • Inquiry Count, Registration Count

  • Last Inquiry Date, Circumstances


Pagination

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