Housing Inventory Sites, Buildings, and Units have a Resources sidebar where you can make additional configurations.
Site Resources Sidebar
Clicking the Edit icon next to a Site will display the Overview for that Site, along with the Site Resources sidebar. If the Site is in the Housing Inventory category, the current sections under Sie Resources are Overview, Programs & Projects, Buildings & Units (or Units & Beds, if it is a Standalone Site), Funding Sources, and Eligibility.
The Overview section contains the fields completed for the Site at creation, which you can modify at any time.
Programs & Projects
The Programs & Projects section displays any Programs that have been assigned to a Housing Inventory Site through the Housing Inventory Site setup.
The following Program Types cannot be assigned to any level within Sites > Housing Inventory:
- Services Only
- Street Outreach
- Coordinated Entry
- Day Shelter
- Homeless Prevention
- RETIRED (HPRP)
Buildings & Units
The Buildings & Units section displays any Buildings and Units that have been created for the Site. If the Site is a Standalone Unit, this section won’t display. To add a new Building, click Add New Building.
Like Sites, Buildings can have Eligibility criteria associated with them by toggling on Eligibility.
To associate Funding Sources with a Site, click ADD FUNDING SOURCE in the Funding Sources section. The Funding Sources that display will be those that have been created from the Funding tab.
You can also configure Funding Sources at the Building level. While at the Building level, you will see any Funding Sources inherited from the Site level.
|Note: Funding inherits from the Building to lower levels. If Funding differs from Unit to Unit, don’t add Funding at the Building level. Instead, add Funding as needed within Unit Configuration Type or Unit Management.|
To associate Eligibility criteria with a Site, click Eligibility and then click Add Requirement.
When adding Eligibility criteria, you will also see any Eligibility criteria that were inherited from the Site Setup. Any Eligibility you have set up under Funding Sources will also display, as shown in the above image.
Building Resources Sidebar
If you select Buildings & Units from the Site Resources sidebar, you will see a list of Buildings that have been created for that Site. Clicking the Edit icon next to a Building will display the Overview for that Building, along with the Building Resources sidebar. In addition to the options offered in the Site Resources sidebar, the Building Resources sidebar also includes subpages for Unit Configuration Type and Units (Units & Beds).
Unit Configuration Type allows for the collection of Bed and Unit inventory aligning with the HMIS Data Dictionary 2.07 Bed and Unit Information.
Units & Beds allows you to add, view, and manage Units. Within this section, you can also manage which Unit Configuration Types are assigned to the Unit. When creating a new Unit, you also have the option of creating a new Unit Configuration Type.
To provide a simple way to view the directory path, we have added navigation paths (clickable links) to the Building Resources level. When you modify a Building, a navigation path will appear to assist with navigation of Sites/Housing Inventory > Building & Units.
|Note: Clicking on the navigation path will navigate you back to the Housing Inventory Site > Overview.|
Unit Resources Sidebar
If you select Units & Beds from the Building Resources sidebar, you will see a list of Units that have been created for that Site. Clicking the Edit icon next to a Unit will display the Overview for that Unit, along with the Unit Resources sidebar. In addition to the options offered in the Site Resources sidebar, the Unit Resources sidebar also includes a subpage for Configuration History. Click on Configuration History to view, add, and modify the Start and End Dates for Unit Configuration Types for this Site.
To provide a simple way to view the directory path, we have added navigation paths (clickable links) to the Unit Resources level. When you modify a Unit, a navigation path will appear to assist with navigation of Sites/Housing Inventory > Building & Units > Units & Beds.