View Consumer Information

View Consumer Information

Viewing Consumer Information

Administrator, Manager

This article will explain how to view Consumer information in SETWorks. 
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

1. Click the Consumer Link in the top-left.


2. Search for a Consumer.


3. Click the name to open the Consumer Profile in a new tab or click anywhere on the row to open the Consumer Profile in the same tab.


4. Click Edit Record on the right side in the Consumer Profile to make any updates.

    • Related Articles

    • Configuring Consumer Benefit Information

      How do I store and configure consumer benefit information? Administrators If your organization has a certified Benefit Planner on staff, this is for you! SETWorks offers a feature to help store and track consumer benefits to help track SSI and ...

    • Create a New Consumer

      Creating a new Consumer in SETWorks Administrator, Manager This article will explain how to create a new Consumer in SETWorks.  Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...

    • View or Edit Authorizations

      How do I view or edit an Authorization?  Managers, Administrators SETWorks stores authorizations within the consumer's profile.  Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...

    • Updating/Editing Consumer Details

      How do I modify information of my Consumers? Everyone, All Users Consumer information is primarily stored within the Consumer profile. To modify the information that appears on the consumer profile page, select the edit button. After making the ...

    • Removing a Duplicate Consumer Record

      How do I mark one of my Consumers as Inactive? Everyone, All Users To remove a duplicate profile, or to mark a consumer as discharged, simply edit the consumer record and mark the record as inactive.  Terminology can be modified within SETWorks to ...