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03. Workflow

Shelters Module Data Entry (004B)


Description

This course is assigned to CMIS end users who will utilize the Shelters module for data entry. This course reviews the basic workflow for that module.


This course will take 50-60 minutes to complete.

Content
  • Shelters Module Data Entry: Demo Site Access
  • Shelters Module Dashboard
  • Unit List
  • Incoming Referrals
  • Check In Process: Initiate
  • Check In Process: Client Search
  • Check In Process: Check In Screen
  • Check In Process: Households
  • Check In Process: Release of Information
  • Check In Process: Entry Assessment
  • Check In Process: Completed Check-In
  • Interims
  • Check Out Process
  • Accessing Clients Module
  • CHECK YOUR UNDERSTANDING: Shelters Module Data Entry
  • ADDITIONAL RESOURCES
Completion rules
  • All units must be completed
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