Configuring Outreach

Sharing Settings for Outreach

 

The display of location data within Outreach is subject to the sharing settings of the agency the user entering the location data belongs to (or is switched into). 

Within Outreach, the following icons and information are displayed:

Code

Definition

Appearance on Map

Appearance in Encampment Screen

🟩 

Marker on map (including First and Last Name)

 zoomed out  zoomed out

 zoomed in  zoomed in

jane doe

🟨

Uploaded Client Profile image (if applicable) (including First and Last Name)

john doe map john doe camp

 πŸŸ¦ 

Clicking the marker displays Profile Info pop-up (includes First and Last Name, DOB, Location Address, and Location Date)

2021-10-27_09-33-20 2021-10-27_09-33-20

🟧

View button within Profile Info pop-up (navigates to Client Profile)

view button view button

⬜

Client locations not visible on map but counted in Encampment as a β€œprivate client”

n/a

private client

 

The following Sharing Settings configuration options are available to control how much or how little information is displayed for an agency within Outreach. For more information on Sharing Settings, see Introduction to Sharing Client Data

Location Tab-Based Location Data

(Addresses, Field Interactions)

 

Location =
"Full Shared"

Location =
"Basic Shared"

Location =
"Not Shared"*

Clients Created =
"Full Shared"

🟩   πŸŸ¨   πŸŸ¦   πŸŸ§ 🟩   πŸŸ¨   πŸŸ¦   πŸŸ§

⬜

Clients Created =
"Basic Shared"

🟩   πŸŸ¨   πŸŸ¦  🟩   πŸŸ¨   πŸŸ¦ 

⬜

Clients Created =
"Not Shared"*

⬜

⬜

⬜

 *or set to Private in the client record.

Field and Service Location Data

(Geolocation Fields and Geolocation-enabled Service Items)

 

Service / Programs / Assessments Placed =
"Full Shared"

Service / Programs / Assessments Placed =
"Basic Shared"

Service / Programs / Assessments Placed =
"Not Shared"*

Clients Created = "Full Shared"

🟩   πŸŸ¨   πŸŸ¦   πŸŸ§ 🟩   πŸŸ¨   πŸŸ¦   πŸŸ§

⬜

Clients Created = "Basic Shared"

🟩   πŸŸ¨   πŸŸ¦  🟩   πŸŸ¨   πŸŸ¦ 

⬜

Clients Created = "Not Shared"*

⬜

⬜

⬜

*or set to Private in the client record.