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Entering Client Information

You must enter client information before you can begin an audit. Access the client information records from the Weatherization Assistant’s main navigation page using the ‘Clients’ button. You will need to input:

  • Client ID
  • Agency
  • Dwelling type

While information about the number of occupants for your structure is not required, it is highly recommended. Additional information about the dwelling can also be input here.

This lesson shows you how to access information for an existing client, and input information about a new client.


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