Archiving the household is the best way to remove duplicates or to clean up data.
The household cannot occupy a unit or be enrolled in any program
The household must have a ZERO BALANCE on any and all of their accounts
The household must be removed from ALL waitlists
To archive, these actions are required before moving forward. Archiving a household before taking the steps above could result in a Professional Services fee. Please proceed with care. |
Navigate to the household you wish to archive
Click on the Tools menu on the side of the screen
Scroll down to the gear icon* > Hover > Click “Archive Household”**
Confirm your intent to archive a household by selecting “Yes” when prompted
*If you do not see the gear icon, you do not have permission to archive a household. Please see your site administrator to gain access.