​Job Aids

Videos (New Interface)

0-9
2 Factor Authentication

A - C
Authorized Representative
Calendar (Client)
​Calendar (End User)
Case Notes
Changing Case Manager
CoC ID Cards
Contact & Location Information
Coordinated Entry 
Current Living Situation Assessment (CLS)
Data Collection Requirements by Program Type & Stage

D - G
Emergency Shelter Exit Date - NbN vs EE
Exit Destinations

​H - M
Household Members - Global Household vs Program Household
          - Add Household Member to Existing Program enrollment
          - Creating Global Household
​Housing First Principles & Provider Responsibilities
​HUD Homeless Categories & Recordkeeping
Interview Decision Key
Keyboard Shortcuts
Law Enforcement Requests - CHO Guidance
Law Enforcement Requests - End User Guidance 
Menu Level - (Client vs Program)
Move-In Date

​P - Z
Prior Living Situation versus Current Living Situation
Program Type & Definition - Simple
​Program/Project Type & Definition - Deep Dive
Project Type - Full
Project Type - Cheat Sheet
Re-open Program
Search for Client
Tagging Users
Trauma Informed HMIS Interviewing

Attendance Module
Attendance

Client Intake Videos
Home Page
Search for a Client
Create a Client
Add Client Photo
Household Tab
Exiting a Household
Location Tab
Contacts Tab

Caseload
Active Enrollment Widget
Status Due Widget
Accessing the Care Team Tab
Maneuvering the Care Team Tab
Clarity Inbox
Calendar

​Client Privacy
Privacy Tab
​Marking Data Private

Client Level Global Tabs
​History Tab
Services Tab
Assessment Tab

Program Enrollments
Working in an Enrollment
Program Enrollment
Current Living situation Assessment
Prior Living Situation
Working in an Enrollment
Exiting a Client Enrollment
Reopen Client Pogram 

Case Management
Forms Tab
Client Notes and Public Alerts
Client Files Tab

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