Approved Workman Database 5.9 - User Guide

The Households Module

The Households Module

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The Households Module

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householdThe Households Module provides a view of all members grouped by family.

MainHouseholds

 

Icon

Action

Description

002-memberOpen

Open Member

Opens the selected member whose individual data is then displayed in the Member Window.  (Pressing the Enter key or double clicking the row also opens the member record.)

 

Show

Filters the data in the grid based on Household Status. Select the boxes in the drop-down list to indicate the status(es) to display.

073-householdLedger

Open Household Ledger

Opens the Household Ledger for the selected family to manage fees and payments.

205-OpenRegistration

Open Registration Window

Opens the Registration Window Dialog for the selected family to manage registration related events.

142-reportRegForm

Print Registration Form

Opens the Registration Form report dialog to print a registration form for the selected family.

031-gridOptions

Grid Tools

Lists actions related to the grid such as: saving or resetting a grid layout, or exporting data.

Icon-Tip

Many of the actions are also available through the right click pop-up menu.

Icon-Info

The right click pop-up menu provides an option to "Rederive the Household Filing Name".  It will be derived from the Last Name followed by a dash and a list of all Preferred (First) Names of household members.  Example: "Green - Sandy, Michael, Tina". In households that have persons with different last names, the last names are listed in alphabetical order, separated by "/".  For example, for Rebecca Brown, Chad Smith and David Smith: "Brown/Smith - Rebecca, Chad, David".