How do I move a student to a different household?
You can only remove Households that are not linked to active Students.
Scenario
Student A is in Household SBS009 and Student B is in Household SBS010.
Student A and Student B needs to be in the same household.
- Identify the household codes that the students are in and select the correct one. For this example, SBS009 is the one you want to keep and SBS010 is the one you want to remove.
- Load up Student B's page in Enrolments module. On the left hand side under the Student Overview tab, click on Add Additional Household.
- Click on blue top right Add Pre-existing Household button
- Put in family name and first name of a household member in Household SBS009. For example, the mother Sarah Smith. Then press green 'Search' button.
- In search results, locate the SBS009 entry and press the green 'Select' button.
- On the top of the page, beneath the household code, there's an option called Residential Household For This Student. Ensure that's set to Yes. Then scroll down to the bottom of the page and hit the Save button.
- Search for household 'SBS010' using the Enrolments top right search box.
- Where you can see the list of household members, find Student B on the list. Look to the right of Student B's entry and click on the Action button and then select the Remove from Household option. ie remove the contact/household you no longer wish to have associated to this student
- Warning: This will only remove this person from the household. They will still be listed as a valid contact for all students currently attached to this household. Use this option if this person is still a valid contact for at least one student. You will need to visit the affected students' Contact Ordering page to manage individual contact relationships.
- You can select Clean Up Contact in Actions button.
- WARNING: This will remove this person from the household and remove them as a valid contact for all students currently attached to this household. Use this option if you no longer intend to contact this person in relation to these students.
- Look on the top right and click on blue 'Edit Household' button.
Either way, you need to ensure new household/contact is attached and old removed or contact updated.