Create or update a household in Public Sector Digital Services
Create or update a household.
Before you begin
Role required: sn_customerservice.svc_location_manager, sn_customerservice_manager, admin
About this task
A household is made up of a group of consumers who live at a common address and share products and services. A household can have a designated head of household and multiple current members. The head of household has access to all the cases and information for the other household members.
A user with the administrator role can create a household. This user can also delete a household. When a household is deleted, the system removes its references and associations—including members, sold products, cases, and work orders—but doesn’t delete the associated entities.
Service Model Foundation uses the household form to store details about a consumer household, including its members, their relationships, and any cases, entitlements, or contracts associated with them.
Procedure
Navigate to All > Constituent Services > Customer > Households.
Select New on the Households list.
On the form, fill in the fields.
For more information on the fields on the Household form, see Household form.
Select Submit.
Result
The household is added to the Households list. You can add constituents to the household entity, as well as create and manage cases for an entire household.
Related topics
Add constituents to a household in Public Sector Digital Services
Create a relationship between household members in Public Sector Digital Services
Create and manage cases for a constituent or household in Public Sector Digital Services