Here are the steps for changing a resident’s Responsible Person:
Log into August and navigate to the resident’s profile
Click ‘Contacts’ on the top navigation bar
If the new Responsible Person is not already a Contact, you will need to add them by clicking “Add contact” in the top right.
Once the new Responsible Person is a Contact, there will be an option on the bottom of the Contact card that says “Make Responsible Person”
A popup will appear. Review the information and confirm the change by clicking “Make Responsible Person”
Note: Incomplete tasks that were previously shared with the old Responsible Person will be unshared. Any documents awaiting signature from the old Responsible Party will be cancelled. You will need to re-share the Tasks with the new Responsible Person.