The top of an application is a summary of important information
1. Application Number
2. Parent Name
3. Application Status
4. Important application information
(This is the summary section and it is non-editable. This is calculated automatically by the system based on what the parent has imputed in their application.)
Click the section header to view and/or edit that section of the application:
The application is then split into 5 different sections:
Office Use:
This section will show you the ranking of the application as well as the calculated monthly family while also helping you track outreach status, add "Family Tags", and input program eligibility to make the application more easily searchable in smart lists and queues more easily
Family:
IMPORTANT NOTE: ANY EDITS MADE TO THE FAMILY SECTION AND DOWN WILL NOTIFY THE PARENT OF THE EDIT
Parent:
This section shows you detailed parent information.
Note the parent's contact information and preferred language are listed here. You can also add a Parent B as well as edit any parent information.
Child:
The Child section provides detailed child information about each child in the household. This will give the child their own Child ID (different than application ID), and their own status. This allows users to keep track of siblings that may be on the application. You can also manually push a child into a child queue here.
Criteria:
The Child Criteria section provides us with more information on the needs of each child, as well as the schedule. You can also view the parent's preferred providers here.
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