Add constituents to a household in Public Sector Digital Services
Add consumers as members of a household.
Before you begin
Role required: sn_customerservice.svc_location_manager, sn_customerservice_manager, admin
About this task
You can add existing constituents from the Consumer table to a household.
- A household can have multiple consumers.
- A constituent can belong to multiple households. One household can be designated as the primary household for that constituent.
Household member records are added to the Household Member table. When a constituent is added to a household, the constituent is assigned as a unique household member number that begins with the prefix HM.
The Household form includes the following related lists for household members:
- Current Members: Constituents that belong to the household as of the current date.
- All Members: Current members and past members. The government service manager or admin can indicate that a constituent no longer belongs to the household by adding a date to the End Date field. A constituent that has left a household can be added back to that household.
Procedure
Result
One or more constituents are added to the household entity. You can now create relationships between constituents, as well as create and manage cases for each constituent of the household.