The Outreach Teams section was designed with real-life outreach teams in mind. This new functionality allows for the Creation of Teams, Assignment of Teams, Filtering Assigned Teams, Searching for Teams in the Outreach module.
Creation of Teams
Outreach Teams are created in Clarity Human Services by navigating to Setup>Settings>Outreach>Encampment Teams.
To add a team, click on Add New Team and Name the team > click on Save Changes.
Once saved, two new options are available, Team Members and Team Encampments. These options allow a system administrator to create/assign a team to Encampments.
Adding Team Members
To add new Team Members, click on Add New Team Members. Select the Agency and Team Member name.
Agency/Team Members visibility is based on the CoC selected in Setup>Settings>Outreach>Edit>Outreach Settings.
If the Encampment Team is part of the Default Outreach Settings, agencies belonging to all CoC’s will show.
Adding Team Encampments
To add a new Encampment, click on Add New Encampment. The dropdown menu will allow a selection from all Encampments created through Outreach.
The Team Members and the Encampment are now linked and viewable through Outreach.
To view options associated with Encampments and Teams, navigate to Encampment > Encampment Profile. From the Encampment Profile, click on Encampment Teams.
After clicking on Encampment Teams, you can view all active teams for this encampment.
You can also delete a team from the Encampment by clicking on the trash can. A confirmation message will require you to Confirm before completing the action.
You can also assign a previously created Encampment Team directly through an Encampment to do this from an Encampment, click on Encampment Profile > Encampment Teams > Assign Teams > Toggle on Encampment Team.
Filtering to Assigned Encampments
A user can filter to Encampments the user is assigned to by navigating to Encampments > Clicking on the Data Filter tool > Toggling on Encampments > Toggling on My Assigned Encampments. Once Assigned Encampments is toggled on, the map will only show encampments this user is assigned.