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Family List Report

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When we have a family who has exited children with one Parent Educator but then the family gets transferred to another Parent Educator for various reasons, the exited children still shows up on the original Parent Educator families caseload. I am wondering what I can do to fix this problem?



The Family List report will filter for Active Guardians. It doesn't look at child status. Because the guardian is Active, it will be associated with any home visitor that is assigned, since the home visitor is assigned to the child. This report It will filter to show all Active Guardians, regardless of the child status.

2 things you can do:
1. Run the Child List, and show the guardian fields. The home visitor list will then only show the Active children and those guardians associated with the Active children.

2. Reassign all exited children to the new home visitor. This will not change any past data, it essentially just transfers the whole family to the new home visitor.

Please let me know if you have additional questions.

 
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Related articles Caseload Summary and Family List reports
Making a child inactive
Enrollment Status Definitions
Transferring a family to new home visitor
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Article details
Article ID: 54
Category: Knowledgebase
Date added: 2018-08-06 11:38:37
Rating (Votes): Article not rated yet (0)

 
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