Adding Household Members to an Existing Shelter Stay

This tipsheet has been developed to guide users through adding additional household members to an existing shelter stay. Steps to add a client to an already existing household (which must be completed before a client can be added to an existing shelter stay) are available here.

Step-by-Step Instructions

On the Shelters Module, click View All to see all clients entered into a shelter bed.
Click on the Head of Household's name from the shelter bed list.
When the pop-up opens, scroll down to the Household Members table and click Check In Additional Family Members.
Enter the date the additional family member entered the project into the Date In field.
Click the checkbox next to the household member's name that is joining the household in the project.
Optional: If the additional family member needs to be assigned a specific bed, click Assign Unit and select a specific bed from the bed list and click select.
Note: If skipped, the family member will default to an overflow bed.
Click Save at the bottom of the screen.
Scroll back to the top of the Shelter Stay Entry pop-up box and click on the Entry/Exit tab.
Click the pencil for the entry/exit to which you need to enter the additional family member's entry information.
Click Save & Continue to proceed to the assessment questions.
Click on the new client's name on the left-hand side and complete applicable assessment questions. Repeat for any additional new household members.
Once all entry assessments have been completed for the newly joining client(s), click Save & Exit.