Quick Reference Guides
Quick Reference Guides are short 1-8 page documents that provide concise practical information and advice on specific topics. Sometimes known as “cheat sheets” quick reference guides are designed for users who know the material or task but need something in front of them to remind them of the steps.
Click on the titles below to open PDFs with instructions for completing the action. To search the page for a specific topic, use your keyboard and choose CTRL-F (Windows), and then type your keyword into the field.
Data Entry
- Add Assessments Outside of Workflow
- Add Assessments Using Workflow
- Add Case Manager
- Add Case Note to An Enrollment
- Add Case Notes to An Exited Enrollment
- Add Client Enrollment Workflow
- Add Existing Family Member to Enrollment
- Add Family Member during Enrollment Workflow
- Add Family to Household Enrollment with Assessments
- Add Member to Existing HoH Enrollment
- Add New Address to Client Record
- Add Services to an Exited Enrollment
- Add Services to Enrolled Client
- Exit Family Member from Enrollment
- Exit Program Using Workflow
- Exit Member from HoH's Enrollment
- Remove Family Member from Family
Data Quality
- Client Merge and Deduplication
- Edit Assessment Data
- Edit Assessment Date
- Edit Client Demographics
- Edit Family Member Date Added
- Edit Member Enrollment Date
- Edit Move-In Date
- Edit Program Enrollment Date
- HMIS Guidance on Disabling Condition
- HUD Data Standards Disabling Conditions Definitions
- HUD Guidance on Chronically Homeless
- Income and Resources
- Non-Cash Benefits - Data Incongruency
- Prior Living Situation - Data Element 3.917
- View Assessments
Program Specific
- Bed Inventory
- Current Living Situation
- ESG-CV
- KC Regional COVID-19 Response and Recovery Fund
- PATH Referrals
- RHY Aftercare Plans - Assessments
- RHY Protecting Data for Youth Under Age 18
- Street Outreach Projects
Reports
- Analytics Report Overview
- Analytics Reporting Tips and Tricks
- Generating an ESG CAPER or APR Report and Upload to Sage
- Operational Reports Guide
- Overlapping Residential Stays by CoC
- RHY CSV Reporting
- Services by Program Report
- SSVF Reporting