Census Wizard

Create a New Household using Census Wizard

Create a separate household for the guardian and student who was end dated from the household 

1. Click on the Index tab.
2. Click Census.
3. Click Census Wizard.

1. In the Person Search fields, enter the person’s last name.  The first name can also be entered.
2. Click Search.  It is very important to remember to not use the fields on the Search tab when using the Census Wizard.
   1. The results from the Census Wizard search will display on the Search tab.
3. Click on the guardian’s name.  It will be listed under People not in Households.
   1. The guardian will now display in the Assembling a New Household window on the right side of the screen.
   2. Repeat 1 – 3 above to add another guardian to the household.
4. Click Clear Search Fields.

5. In the House/P.O. Number field, enter the house number.

6. In the Street Name field, enter the name of the street. 

• • DO NOT enter any street directions, such as E or East, S or South, etc. 
  • DO NOT enter a street suffix, such as Ave, St or Street, etc.

7. Click Search.  Results will display on the Search tab. 

8. Click on the address of the guardian.  It may or may not be listed under Addresses not in Households.

• • The address will display in the Editing an Existing Household window.

9. Click Clear Search Fields.

10. In the Person Search fields, enter the person’s last name.  The first name can also be entered.

11. Click Search.  It is very important to remember to not use the fields on the Search tab when using the Census Wizard.

• • The results from the Census Wizard search will display on the Search tab.

12. Click on the student’s name.

• • The student will now display in the Assembling a New Household window on the right side of the screen.
  • Repeat steps 10 – 12 for all students and other persons who should be added to the household.

13. Click Continue – Step 2 >

1. Enter the Household name following District practices of using the youngest student’s last name.
2. Enter the Household Phone Number.
3. Enter a start date for the household address.  The current date can be entered.
4. Check the Mailing box. 
5. Enter a Start Date for the Household members.  The current date can be entered.
6. Click Save & Continue – Step 3 >

1. Verify the guardian’s relationship to the student. 
   1. If Keep the relationships was selected when end dating the guardian from the previous household, the relationships to the student will already display. 
   2. Leave the Start Date at the default. 
   3. The Guardian, Mailing, Portal and Messenger boxes should be checked.
   4. Repeat for all students in the household.
   5. DO NOT change the relationship fields for persons other than students, i.e. guardian, etc.
2. Click Save & Done once the relationships to the student(s) are complete.
   1. The screen will ‘flash’ and return to the Edit Relationships screen. 
   2. Perform another household search for the guardian or student to view the results.