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Delete Household

Remove households that are no longer needed, with proper safeguards to prevent accidental deletion.

Required Permissions​

households

Overview​

The Delete Household functionality allows advisors to remove households that are no longer needed. This feature includes safeguards to prevent accidental deletion and ensures proper handling of client assignments.

When to Delete a Household​

Appropriate Scenarios​

  • Household No Longer Needed: Family circumstances have changed significantly
  • Duplicate Households: Accidental creation of duplicate households
  • Test Households: Removal of test or temporary households
  • Reorganization: Part of a larger organizational restructuring

Alternative Options​

Before deleting a household, consider these alternatives:

  • Inactive Status: Mark household as inactive instead of deleting
  • Client Reassignment: Move clients to other households
  • Household Merging: Combine with another household
  • Archival: Keep household for historical reference

Accessing Delete Household​

From Household Details Page​

  1. Navigate to the household details page
  2. Click the Edit Household button
  3. Look for the delete option in the edit modal
  4. Follow the deletion workflow

From Client Details Page​

  1. Navigate to any client's details page
  2. Click on the Households tab
  3. Click View Details on the household you want to delete
  4. Access the delete functionality from the household details page

Deletion Workflow​

Pre-Deletion Checklist​

Before deleting a household, ensure:

  • Client Reassignment: All clients have been moved to other households or removed
  • Data Backup: Important household data has been backed up
  • Stakeholder Notification: Relevant parties have been informed
  • Documentation: Reasons for deletion have been documented

Step-by-Step Process​

  1. Access Delete Function: Navigate to the household delete option
  2. Review Household Information: Confirm you're deleting the correct household
  3. Check Client Assignments: Verify all clients have been reassigned
  4. Confirm Deletion: Provide confirmation of the deletion request
  5. Complete Deletion: Finalize the household removal
  6. Verify Success: Confirm the household has been deleted

Confirmation Process​

  • Warning Messages: Clear warnings about the permanence of deletion
  • Client Impact: Information about impact on assigned clients
  • Data Loss: Warnings about potential data loss
  • Final Confirmation: Multiple confirmation steps to prevent accidents

Safety Features​

Deletion Protection​

  • Confirmation Dialogs: Multiple confirmation steps required
  • Client Check: Verification that no clients are assigned
  • Advisor Verification: Confirmation from assigned advisor
  • Administrator Override: System administrator can override if needed

Data Preservation​

  • Audit Trail: Record of household deletion for compliance
  • Client History: Maintain client assignment history
  • Backup Options: Ability to restore deleted households
  • Data Export: Export household data before deletion

Best Practices​

Before Deletion​

  • Client Communication: Inform clients about household changes
  • Advisor Coordination: Coordinate with assigned advisors
  • Data Review: Review household data for important information
  • Alternative Planning: Ensure alternative arrangements are in place

During Deletion​

  • Careful Review: Double-check household information before deletion
  • Client Verification: Confirm all clients have been reassigned
  • Documentation: Record reasons for deletion
  • Stakeholder Notification: Inform relevant parties of the change

After Deletion​

  • Client Follow-up: Ensure clients are properly reassigned
  • Advisor Notification: Inform advisors of household deletion
  • System Cleanup: Verify system has been properly updated
  • Documentation: Update records to reflect household deletion

Common Scenarios​

Family Circumstances Change​

  • Divorce: Separate households for divorced spouses
  • Death: Remove household after family member death
  • Relocation: Delete household due to geographic changes
  • Service Termination: Remove household when services end

Organizational Changes​

  • Advisor Departure: Delete households when advisor leaves
  • Service Restructuring: Remove households as part of reorganization
  • System Migration: Delete households during system transitions
  • Compliance Requirements: Remove households for regulatory compliance

Data Management​

  • Duplicate Cleanup: Remove accidentally created duplicate households
  • Test Data: Delete test or temporary households
  • Data Archival: Remove households as part of data archival process
  • System Maintenance: Delete households during system maintenance

Troubleshooting​

Common Issues​

Cannot Delete Household​

  • Check Permissions: Ensure you have household deletion permissions
  • Verify Client Assignments: Confirm no clients are assigned to household
  • Review Dependencies: Check for any dependent relationships
  • Contact Administrator: Request assistance if issues persist

Clients Still Assigned​

  • Remove Clients First: Reassign or remove all clients before deletion
  • Check All Clients: Verify no clients remain assigned to household
  • Client Status: Ensure all clients are properly reassigned
  • System Sync: Wait for system to sync client assignments

Deletion Failed​

  • Retry Operation: Try the deletion process again
  • Check System Status: Verify system is operational
  • Contact Support: Report the issue to system support
  • Alternative Methods: Use alternative deletion methods if available

Getting Help​

  • Contact your system administrator for permission issues
  • Use the in-app help features for context-specific assistance
  • Refer to the troubleshooting sections in other guides

Recovery Options​

Restore Deleted Household​

  • Backup Restoration: Restore from system backup if available
  • Administrator Override: System administrator can restore deleted households
  • Data Recovery: Use data recovery tools if necessary
  • Recreate Household: Create new household with same information

Client Reassignment​

  • Manual Reassignment: Manually reassign clients to other households
  • Bulk Operations: Use bulk operations for multiple client reassignments
  • Advisor Coordination: Coordinate with advisors for client reassignment
  • Client Communication: Inform clients of household changes

Next Steps​

After deleting a household, you can: