Consumers & documents · How-to · updated Sep 6, 2026
Open Consumers - 1Consumers → New consumer.
- 2Enter the legal name exactly as it appears on the consumer's APD paperwork.
- 3Add the APD ID (the iConnect ID / case number) if you have it. Without it you can still keep records.
- 4Save. The record opens with its document checklist, the Authorizations tab, and the Schedule tab.
Service authorizations
On the Authorizations tab, add each APD service authorization with its service lines (service code, units, dates). Shifts are scheduled against a service line.
Related
- Documents, expiration dates and the checklist · How requirements work, what counts as complete, and how expiration tracking keeps you survey-ready.
- Schedule a shift · Put a visit on the calendar, attach the service line, and repeat it weekly.