The Households module contains related tools. Users may need access to several or all of these tools to perform their job duties.
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Households Tool Descriptions
Follow the article links preceding each brief tool description to learn how to use each tool.
Households Tool Rights
Follow the links to the tool right article for more detailed information.
Tool Right Article Link | R | W | A | D |
---|---|---|---|---|
Add Household | User can search for existing households in the Add Household Wizard. | User can search for and create new households using the Add Household tool.
Users also need RWA rights to Census > Households and Census > Households > Household Information |
N/A
Saving a new household brings the user to the Household Information tool. |
N/A |
Census Wizard | User can view information in the Census Wizard. | User can add information in the Census Wizard. | N/A | N/A |
Add Person | Use can view person information in the Census Wizard. | User can add person information in the Census Wizard. | N/A | N/A |
Add Address | User can view address information in the Census Wizard. | Use can add address information in the Census Wizard. | N/A | N/A |
Add Household | User can view household information in the Census Wizard. | Use can add household information in the Census Wizard. | N/A | N/A |
Household Information | User can view household information. | User can view, add and modify household information. | N/A | Users can delete household information |
Household Addresses | User can view current and historical household address records. | User can modify existing household address details (start/end dates, mailing, etc.) | User can find and attach a new address to the household. | User can delete a household's association to an address. Does not delete Campus address record. |
Household Fees | User can view household fees. | Users can view household fees. | Users can make new fee assignment, make payment, and make adjustments, and void fees. | N/A |
Household Members | User can view household member information. | User can edit existing information on the household members tab. | User can find and add new household members. | User can delete household members.
To preserve historical information, use Start/End dates instead of Delete. |
Household Payments | User can disable online payment account for household members. | N/A | N/A | N/A |
Additional Household Tool Rights
New Household Membership
To use the New Household Membership icon to add the person to a new household, the user must have:
- RWAD rights to Census > Household > Household Information
- RWAD rights to Census > Household > Members
Edit Field
If a user should have access to view/modify household and membership information through the edit fields, he/she must have:
- RW rights to Census > Households
- RW rights to Census > Household > Household Info
- RW rights to Census > Household > Members
Phone Field
To edit the phone field, the user must have:
- RW rights to Census > Households
- RW rights to Census > Households > Household Information
Address Field
To edit the address field, the user must have:
- RW rights to Census > Addresses > Address Information
Related Tools
Users may require access to multiple related tools in order to perform their job functions.
Suggested User Groups