BigSIS will create a family automatically when a parent fills out their first contract and the family will be made up of family members based on who lives in their household. There will be other cases where you may need to create a Family before a parent ever fills out their first contract in BigSIS. A good example of this would be a family that needs a credit added for them to use when they complete their contract.
- Go to Favorites > People Records OR click your People dashboard shortcut.
- Select the people records for the Guardians that you want to create a family for. When creating families, make sure to select all guardians and this will make sure that all guardians are added to the family or have a family created separately if the guardians live in different households. Students at the household will automatically be added.
- You are now done creating the family but we recommend that you go to Favorites > Families (Basic) and make sure that the family was created as you expect.
PRO TIP! The family is created based on the guardians that you selected and which household those guardians live at. Students that live at that guardian's address(es) will also automatically be added but if there are any discrepancies you may need to clean up the family.