An enrollment action registers a specific household into an assistance program.
Step-By-Step Guide to Enrolling a Household
1.Click the Toolbox Tab on the left hand side of the page in the household overview.
2.This will bring up a list of tools. Mouse-over the "actions" symbol and a drop down menu with options will appear. Click "Enroll".
3. The following Enrollment Wizard will appear with the Enrollment Details:
A. Program - Click the 'v' dropdown to select the program you would like to enroll in.
B. Project - Click the 'v' dropdown to select the project you would like to enroll in.
C. Ledger Name - Type the name of the ledger associated with the enrollment.
D. Start Date - Click the calendar icon to open the date picker and select a starting date.
E. Comments - Click the box to type any additional comments.
F. Next - Click here to continue.
4. The following Enrollment Wizard will appear to verify the Enrollment Information:
A. Previous - If the information is incorrect, click 'Previous' to edit the enrollment.
B. Finish - If the information is correct, click 'Finish' to submit the enrollment.
5. You have successfully enrolled a household into a program.
View Enrollment History
To view enrollment details after a household was successfully enrolled, click the 'Household History' tab at the top of the screen.
A. Details - Click the 'v' dropdown to view details.
B. Stop Enrollment - Click the blue 'Stop Enrollment' button to cancel a household's enrollment in a program.
C. Upload Documents - Click the blue documentation button to upload enrollment documents.