Assigning Interested Parties
To assign interested parties, perform the following:
- Under the Interested Parties section, select the Sponsor drop-down.
- Select the appropriate Sponsor from the list.
- If the appropriate sponsor is not listed, select the Manage Interested Parties link.
- Select the Referred by drop-down.
- Select the appropriate referral.
- If the appropriate referral is not listed, select the Manage Interested Parties link.
- Select the Show Household Notes link.
Note: The Interested Parties disappears and is replaced with household notes.
- Enter in the pertinent notes to the household, at this time, as necessary.