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
To create an Outreach Team, navigate to Setup > Settings > Location & Outreach. Select a CoC to edit, then click ADD NEW TEAM in the ENCAMPMENT TEAMS section.
Enter a Name for the team, then click SAVE CHANGES.
After you save the Name, two new options are displayed: TEAM MEMBERS and TEAM ENCAMPMENTS.
Adding Team Members
To add new Team Members, click on ADD NEW TEAM MEMBERS. Select the Agency and the User, then click SAVE CHANGES.
Agency/Team Members visibility is based on the CoC selected in Setup>Settings>Location & Outreach>Edit>Location & Outreach Settings.
If the Encampment Team is part of the Default Location & Outreach Settings, agencies belonging to all CoC’s will show.
Adding Team Encampments
To add a new Encampment, click ADD NEW ENCAMPMENT. The drop-down 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.
If you have the Add Team to Outreach Map Encampments Create Right enabled, you can use the Assign Team icon to add Encampment Teams to an Encampment via the Outreach map.
Users who do not have that Create Right toggled on will not see the Assign Team icon and cannot add Encampment Teams to Encampments.
You can also include Display Constraints and Calculations on your Encampment screens (Setup > Screens > Encampment). In the example shown below, we have configured the Encampment screen to display the Monthly rent for this household field only when the response to Approximate Number of Nights in Jail/Prison in the Past Year equals “3-5.”
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.
Filtering to Assigned Encampments
You can filter the map to show only the Encampments to which you are assigned by navigating to Encampments, clicking on the Data Filter tool, toggling on Encampments, then toggling on My Assigned Encampments.