Create or update a household in Public Sector Digital Services
Create or update a household.
Antes de Iniciar
Role required: sn_customerservice.svc_location_manager, sn_customerservice_manager, admin
Por Que e Quando Desempenhar Esta Tarefa
A household is made up of a group of consumers who live at a common address and share products and services. A household can have a designated head of household and multiple current members. The head of household has access to all the cases and information for the other household members.
A user with the administrator role can create a household. This user can also delete a household. When a household is deleted, the system removes its references and associations—including members, sold products, cases, and work orders—but doesn’t delete the associated entities.
Service Model Foundation uses the household form to store details about a consumer household, including its members, their relationships, and any cases, entitlements, or contracts associated with them.Procedimento
Resultado
The household is added to the Households list. You can add constituents to the household entity, as well as create and manage cases for an entire household.