Distinct records of location and contact information can be created within an Agency. These records are called Sites. Sites created within the Agency are then linked to Programs. Sites contain the fields in HUD HMIS Data Element 2.03 Continuum of Care and are used in Federal reporting.
To access the Sites tab for an Agency, navigate to the Launchpad and click Manage > Sites (figure 1) (ensure that you are in the correct Agency for the Sites you would like to manage).
When the Agency is first created, information from the Agency Overview is used to create the first Site (figure 2). The Site Name will be the name of the Agency (this can later be modified). If no other Sites are created, this Site will automatically be assigned to a Program when it is first created. This can be changed by editing the Sites information within the Program.
Creating a Site
To create a new Site, click Add New Site (figure 3).
In the Add a New Site section, input the location and contact information for the site (figure 4).
- Geocodes are published annually to the HUD Exchange.
- The Continuum of Care drop-down menu is populated by the Continuums of Care field in Field Editor.
- Geography Type is populated automatically and not editable. This information is based on the HUD Zip Code to Geography crosswalk.
To edit information for an existing Site, hover over the Site and click the edit icon (figure 5). To delete a Site, click the trashcan icon.
Note: A Site cannot be deleted if it's linked to a Program, even if the Program has been deleted. This is because, when an active Program is deleted, it is a "soft delete" and can still be restored using the Recover deleted data functionality.
To delete the linked Site, you'll first need to restore the deleted Program.
Once the program has been restored, edit the Sites section within the restored Program. First, add a different Site, set it to "Primary Site", and delete the site you would like to delete.
Return to the Sites tab, hover over the Site you would like to delete, and click the trashcan icon (figure 6).