After installing the Program Management Module, how should a consultant configure it to record services provided to families?

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The correct approach to recording services provided to families after installing the Program Management Module is to create a Program Engagement record and select each family's Household Account. This method is effective because the Program Engagement record is specifically designed to track the interactions and services that a program provides to its participants. By linking the engagement directly to the Household Account, consultants can effectively manage and report on the services rendered to each family and their members.

Linking the Program Engagement record to the Household Account allows for a consolidated view of the family's interactions within the program, facilitating improved tracking of services and outcomes. It is especially useful for non-profit organizations that rely on accurate data to assess engagement and impact on families they serve.

The other options involve configurations that do not align with the best practices or functionalities intended for tracking services in the Program Management Module. For instance, creating a Program Cohort for each family may complicate the tracking process, as cohorts are typically used for managing groups of participants rather than individual household interactions. Thus, focusing on the household level through Program Engagement records ensures clarity and continuity in service documentation.

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