Shelters: HUD A - Sally (Single), part 1 (no services)

The first part of your practice case is to enter the client "Sally" into the training site. To assist you in doing so, we've developed the following training materials and guides:

  • Training Video: Shelters (Formerly ShelterPoint) Entry Basics (password: CommunityServices)
    Please watch this interactive training video. It is about 30 minutes long and goes through all of the steps required to create a client and enter them into your project in the Shelters module. 
  • Workflow: Shelters Workflow for Single Clients in HUD Projects (pdf)
    This workflow guides you through the steps of entering, updating, and exiting clients from HUD-funded projects. We strongly encourage you to utilize this document while entering your practice case, and that you keep it handy while you finish the entire practice case and while entering real clients into the live site.
  • Adding additional household members: we have a tipsheet in the Knowledgebase to assist if you need to add additional Household members
  • Practice Case: Sally, part 1 (pdf)
    This form should be treated as if it were an intake form. Utilize the information on the form to create the client record and to enter the client into the project.

Use the link below to access the HMIS training site and complete the practice case. (Refer to the email from Helpdesk for login information.)

Once you're finished with Part 1, please reply to the helpdesk email and provide the HMIS Client ID so that we can review your practice case. Please email helpdesk if you need assistance or aren't sure how to proceed. 

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