The addition of the Unit Configuration Type adds a new set of functionality, allowing for Bed and Unit creation outside of Programs.
Add New Unit Configuration Type
To add a new configuration type, click on ADD NEW CONFIGURATION TYPE. This will take you to the Add New Unit Configuration Type page. Most fields collected here align with the collection requirements of HMIS Data Dictionary 2.07 Bed and Unit Information. The exceptions are custom fields and the following core fields:
- Unit Configuration Type Name
- Unit Configuration Type Description
|For more information on collecting inventory through Housing Inventory please view our Options on Collecting Inventory article.|
After completing these fields, click on SAVE CHANGES. The Program Type field will become read-only once the Unit Configuration Type is saved.
The following sections will display for completion:
- UNIT CONFIGURATION PHOTOS
- PROGRAMS & PROJECTS
- FUNDING SOURCES
UNIT CONFIGURATION PHOTOS
Please refer to the Adding Housing Inventory Photos article.
PROGRAMS & PROJECTS
Clicking on ADD NEW PROGRAM opens a new window, allowing you to add a Program to this specific configuration. Some things to consider:
- System Administrators will have the ability to add a Program from any agency. Please ensure the correct Agency and Program are selected.
- Agency Managers will only have the ability to add a Program from the agency they are currently logged in under.
- If the Program you are adding has a project type that does not match the Program Type that you selected for this Unit Configuration Type, you will receive a banner alert saying “Alert: The Project Type associated with this Program you are trying to add does not match the Project Type field. This needs to match for reporting purposes.”
|Note: ADD NEW PROGRAM will be required if one was not previously added at a parent (Site or Building) level. If a Program has been added at a parent level, the ADD NEW PROGRAM option will not be visible in the Unit Configuration setup.|
After you click SAVE CHANGES, the Program will appear in the Unit Configuration Type list.
Like Sites and Buildings, Unit Configuration Type can also have Eligibility by toggling on Eligibility.
|Note: If Eligibility has been toggled on at any parent level, the Eligibility toggle will be automatically enabled and grayed out. If the Eligibility toggle is grayed out, you will not be able to untoggle it.|
To add new Eligibility requirements, click on ADD REQUIREMENT. This allows you to set Eligibility specific to this Unit Configuration Type.
Unit Configuration Types inherit the Eligibility criteria set at any parent level. So, if you have an Eligibility criterion such as (Age=above 17) as shown below, that same Eligibility criterion will automatically apply to the Unit Configuration Type from the parent level.
Funding is broken down uniquely within the Modify Unit Configuration Type page. Three levels are represented:
- Site Funding shows all funding sources assigned at the Site level.
- Building Funding shows all funding sources assigned at the Building Level.
- Funding Sources shows all current funding sources assigned within Unit Configuration Type. Click on ADD FUNDING SOURCE to add a funding source.
You will receive a warning if you add a Funding Source at the Building or Unit Configuration Type level that has already been assigned at the parent level.
Deleting Unit Configuration Types
To delete a Unit Configuration Type, click the trash can icon next to the Unit Configuration Type name on the UNIT TYPE CONFIGURATION page.
However, before you can delete a Unit Configuration Type, you must delete all of its Units. In other words, start by deleting Units first, then Unit Configuration Types.
The system uses the following logic for the deletion of Sites, Buildings, Unit Configuration Types, and Units:
- If all client interactions* affecting a Unit are deleted, then the Unit itself can be deleted.
- If all client interactions associated with all Unit Configuration Types have been deleted, then the Unit Configuration Type can be deleted.
- If all client interactions affecting all Units within a building are deleted, then the Building itself can be deleted, as long as there hasn’t been any other client activity associated with the Building.
- If all client interactions affecting all Buildings within a Site are deleted, then the Site can be deleted.
*” Client interactions” are any of the possible ways a client could interact with a Unit, such as a referral, an enrollment, etc.
Once you create a Unit Configuration Type, you can find an Audit Log to the right of the SAVE CHANGES button.
Click on Audit Log to view changes made to the Unit Configuration Type.