Can I move a member of one household to another household?

  • On the member screen select a member that is not the Head of Household. (The Head of Household cannot be moved out of the household)
  • Click the MOVE button in the top right in the blue section
  • Choose either to move them to a brand new household or to an existing household. Enter a reason for moving the member out of the household
  • If moving to an existing household, a listing of all the current households will be displayed. The list is Active households by default, but it can be changed with a pulldown list
    • Use the Find search bar to find the desired household
    • Once desired household is found click the checkbox to the left of the ID number. Click MOVE MEMBER in the top right of the blue section to move the member
  • If moving to a new household
    • Click MOVE MEMBER button below and a new household is created and you are brought to the new Household Member listing
    • The new member is now the new Head of Household
    • Verify the household and member information for accuracy