Household Database Maintenance: Choosing a Household
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Screen ID: Screen Title: Panel Number: |
UHHINF-01 Member or Household Selection 5149 |
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Access this screen by selecting Tool #394: Household Database Maintenance/Stats (Shortcut: house) (update) and Tool #1394 View Household Database/Stats (inqury).
Helpful Resources
Screen Overview
This is the first screen used to work with your credit union's Household Database, which contains information about both members and non-members. This screen is used to select the Household you wish to update.
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To work with household member information, enter either an Account Base, a Household #, or a SSN/TIN then use Enter to proceed to the Household Members screen.
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NOTE: If this member does not belong to a household yet, the message “2619-Account Not Enrolled in Household, press F6 to enroll” will appear. Use Enroll (F6) to enroll this member into a new household.
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To enroll a member or non-member into a household, use Enroll (F6). (If an account number or SSN has not already been entered, a window will appear requesting one to be entered.) The Household Enrollment window will appear to allow you to choose an existing household number, or create a new one.
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To set the comparison rates that are used by the Household Statistical Report use Rate Information (F14).
Buttons
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Button |
Description |
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Enroll (F6) |
Use this to enroll a new person into a new or existing household. You must complete the Account Base field or the SSN/TIN field (for non-members) in order to use this feature. |
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Rate Information (F14) |
This key is used to record comparison rates that are used when performing various statistical analyses on your household database records.
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