Household Management

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

View detailed information about applicants and their families.

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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

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Search

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

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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

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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

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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

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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.

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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

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Pagination

Control	Description
First/Previous/Next/Last	Navigate pages
Page indicator	Shows current page
Results counter	Shows "X-Y of Total"