Add an Individual to a Program or Residence Using Program History

Owned by Liz Griffin (Unlicensed)
Last updated: Dec 20, 2016
1 min read

Applies To Version(s): 3.5 & 3.7

This information outlines the process adding an individual to a program or residence directly from an individual Details page.  For other methods, see Assign a program or residence to an individual.

  1. Go to the appropriate individual Details page.

  2. On the Details Links, under the Information heading, click Program History.

  3. Click add new history item.

  4. Complete the form as needed.  

    Note that if you are creating a historical record for a program or residence the individual used to be in, make sure you include both Start and Exit Dates.  If instead you are creating a record for a program or residence the individual is currently part of, make sure you only include a Start Date.

  5. Click OK to save the record. 


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