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Can I capture personal income in a Program Workflow

This article will explain how to capture personal income (in a program workflow) versus Household income.

In order to do this, you must start with a Program Workflow. If you are creating a new workflow or updating an existing one, please add in a new Workflow Action Step using the panel Type: Personal Income. Personal Income Action Step Setup

Once you complete this step,please do the following:

  • Please select your desired Program (Resources > Programs & Activities > Programs)
  • Click the Edit button to enter into the Program Edit mode
  • Either link your new Program Workflow to the Program or change the existing Program Workflow from the existing workflow to the new one you created
  • Click Apply to save the change and to remain in the Program page
  • If everything else is okay, you can click Save to save your Program and its associated Program Workflow

When you enroll a client into a Program, you can either add them from the Client Account Profile page (from the Program side panel) or add them directly from the Program * When adding from the Program, make sure you are in the Program Edit mode first * Select the Clients tab * Click on the '+' and Choose a Client to add to the Program The Workflow will open * Click the Apply button to make the workflow screen is active Program Workflow * Work through your Program Workflow steps

  • When you get to the step "Personal Income", click on the checkerboard looking icon (this is the edit button for this step) Personal Income Action Step
  • Click on "Add New" Add New
  • Enter the required Verification Date and Verification Status
  • Enter the Income Sources and select the Amount (frequency) Personal Income Calculations
  • Click Apply so the calculations are run Personal Income Calculations
  • Click Save A summary of the income will display along with the annual income trend over time Verified Income

  • Click Return

  • Complete that step in the Program Workflow and continue with the remaining Program Workflow steps Completed Program Workflow