Pre-configured system screens are available to system administrators. These screens are designed to collect common data, such as the HUD HMIS Data Elements. These screens are non-editable, but can be copied to create custom screens.
In addition to system screens, system administrators can create custom screens, either by copying and editing system screens or creating new ones.
If you want to create a screen based on an existing screen, you can use the Copy function.
|Note: When copying and modifying a screen identified as System, please check with our Technical Support Team before deleting any fields to avoid incomplete data for Federal reporting (if applicable).|
Once you click the Copy icon (figure 1), the copied screen will appear in the list of screens. You can then click the Edit icon to modify.
Creating New Screens
To create a new screen, click on the Launchpad and navigate to Setup > Screens (figure 2).
Click Add Screen (figure 3).
Enter a Screen Name and Screen Type (figure 4).
You can either make the assessment available to any agency or a specific agency in the Agency field.
Select a status:
- Active will make the screen available for use within agencies
- Inactive will allow you to save your screen without making it available to users
Once all fields are complete, click Add Record to continue editing the screen.
Structuring the Screen
The following customizations can be made to screens:
- Add Labels
- Add Data Fields
- Add Spaces
- Copy Screens
Labels can be added to organize the fields in a screen.
To create a Label, click Add Label. A pop-up will appear, (figure 5) prompting you to enter a title. Once you enter your label title, click Save.
- You can edit your label at any time by clicking the Edit icon located to the the left of the border.
- You can delete a label by clicking the trashcan icon also located to the left of the border.
If you already know the name of the field, enter it into the Field Library search box located in the right toolbar (figure 6).
You can also enter a keyword (e.g. "Household"). After clicking Search, a list of related fields will appear.
Select the Add link next to the desired field to add it to your screen.
Only fields existing in the Field Library will display in the search results. For information on creating custom fields, see Creating and Editing Custom Fields.
|Note: the fields Date of Birth, First Name, Last Name, and Social Security Number are automatically collected at record creation, cannot be added to custom screens, and can only be edited in the Client Profile. Similarly, while Gender is not automatically collected at record creation, the field can only be collected in the Client Profile, and it can be added to custom Client Profile screens. To add date of birth or gender information to a screen other than the Client Profile, the live markers Gender and Age can be used. While these live marker fields will not be visible from the user interface, they can be used for constraints and calculations in screens. For more information about live markers, constraints, and calculations, see Screen Field Editor.|
Clicking Add Space creates a line to separate fields. When you click Add Space, a blank space will appear at the bottom of your screen. You can then click and drag the space to the desired location (figure 6).
Once you have finished creating your screen, click Publish (figure 7). The screen will be saved, but not available to users until it is published.
The following options are available in Assessment screens only:
Toggling on Eligibility Engine allows the responses to fields in an assessment to be matched against eligibility criteria for a program. When Eligibility Engine is enabled for an assessment, after that assessment is completed in a client record, the user will see a list of programs the client is eligible for based on their answers to the questions in the assessment.
When Eligibility Engine is toggled on, an additional option will display (figure 8).
When Display Score is toggled on, the assessment score will display on the screen in the client record. When toggled off, a text box labeled Alternate Text will appear. In this box you can add the text that will display on the screen instead of the score.
When the screen is completed and saved by the user, the alternate text, rather than the score, will display (figure 9).
By default, the score will be set to display.
The assessment processor is a tool that allows the assessment to be scored. Select a system processor like VI-SPDAT Prescreen for Single Adults [v1] or a custom Assessment Processor that you created specifically for this assessment.