Convert Students and Family Members during Application Edit
- Robin Rodrigue
When editing an application, if a Household Member has been added as a Student, you now have the ability to move that member to the Household Member section without deleting and retyping. You may do the same if the opposite is true as well.
From the Home tab, select Application Review.
You may also perform this function on applications that are no longer in the Application Review queue but Performing a student lookup, view/edit the selected student, and selecting Review Current Application.
Select an application by clicking Edit Application or double-clicking.
Convert Student to Household Member
Select the name of the household, non-student member in the Student section and right-click on the name. Then, select Convert to Household Member.
If a student has already been matched, the option to convert to a household member is not available.
Once you have selected to convert the household, non-student, the name in the Student section will be crossed out and will appear in blue at the bottom of the Household Members section.
Convert Household Member to Student
Select the name of the student in the Household Members section and right-click on the name. Then, select Convert to Household Member.
Click Save Changes & Process when you have completed reviewing the editing the application.