1. What type of service delivery types are best to configure for collecting geolocations to pull into the Outreach map?
The best practice is to configure ‘Single Event’ service delivery types for collecting geolocations that pull into the Outreach map. The reason is this will reflect that client's location on that Service Transaction Date and ensure accuracy of the client's location within Outreach on that date.
If using Attendance service delivery types, this will update all previous attendance entries in that service transaction record to reflect the most recent geolocation collected which may not accurately reflect where a client was on previous attendance entry dates. And if using Long Term service delivery types, this can have a ‘Start Date’ and ‘End Date’ when collected, therefore if different dates are collected it will show that client in the location for an extended period of time which may not be accurate.
2. I see two main location filter types in the ‘Outreach Settings’ page: ‘Encampment’ and ‘Individual’, what is the difference?
The ‘Encampment’ location filters set are the client geolocations that can potentially be pulled into Encampment boundaries defined in the Outreach map, and the ‘Individual’ location filters set are the client geolocations that can potentially be pulled into the Outreach map not within an Encampments defined boundaries.
3. Why is my client not appearing on the Outreach map?
Please ensure that any relevant geolocations (fields, services, location tab addresses) that should be pulled into the Outreach map are configured by your instance System Administrator with the ‘Outreach’ - ‘Location Filters’ settings for both ‘Encampment’ and ‘Individuals’, as well as the appropriate ‘Time Threshold’ is set for each of the ‘Location Filter Criteria’ categories. The map logic looks at all of the ‘Location Filter Criteria’ assigned in the Outreach settings for both ‘Encampment’ and ‘Individuals’ within each of the ‘Time Thresholds’ set; the most recent geolocation - so long as the geolocation date is within the time threshold - gets pulled into the map as.
The ‘Encampment’ location filter criteria determine which client geolocations collected can be pulled into Encampment boundaries, and the ‘Individual’ location filter criteria determine which client geolocations collected can be pulled into the Outreach map outside of Encampment boundaries.
In addition, it is extremely important to review Sharing Settings for Outreach, and how sharing settings impact how clients appear within the Outreach map.
4. My client is appearing on the map at a location where it is not the most recent geolocation collected from the Outreach filters and is not adhering to the time threshold set in the Outreach filters?
Please check if you are collecting the geolocation on a client profile that is also set as an Outreach location filter. There is a feature in which if an Outreach geolocation is collected on the client profile screen that it will take precedence over any other Outreach geolocations collected and not adhere to the time threshold set, as that client profile information is considered timeless and constant as it is not associated with a date. The use of the profile feature is recommended for use in communities where client geolocations are unchanging.
5. I updated the ‘Location Filters’ in the Outreach Settings sections to include/exclude certain geolocations collected for Outreach but I do not see this collected on the map?
When updating the ‘Location Filters’ in Outreach settings, on the main Outreach settings page, you will see a ‘Publish’ button next to the ‘Default’ or ‘CoC Code’ label. Please click ‘Publish’ to push out the changes.
6. I collected client geolocations through different program screens and services, but I do not see them listed within the clients ‘Location’ tab?
The client location tab lists the location information collected directly from the ‘Location’ tab such as ‘Field Interactions’ and ‘Address Type’ locations. For any other geolocation data collected such as geolocations collected through screen fields and service transactions, if they are set as an ‘Outreach’ location filter in the Outreach settings for the applicable CoC, those geolocations will also be listed on the client’s Location tab, therefore if the client geolocation collected is Outreach-related and not listed on the clients ‘Location’ tab, please check the ‘Outreach’ location filters configured for the CoC you are switched into, or the ‘Default’ settings if that is what is configured for the instance to be applied to all CoC’s.
7. I have access to multiple agencies in different CoC’s and the clients that appear within the Outreach map, and Encampment person counts differ when I switch between agencies. How come?
There is a multi-CoC functionality available for Outreach in which for instances with multiple CoC’s they can decide if they would like to configure Outreach within the ‘Default’ settings to apply the same Outreach criteria to all CoC’s, or if any CoC has unique requirements for Outreach settings, it can be specific to that CoC by configuring a separate CoC Outreach settings. If Outreach settings are unique to a CoC, there might be different Outreach location filters assigned to that CoC therefore clients would then appear on the map according to those CoC location filters set which can result in clients showing up in different locations on the map based on their CoC, and different client counts for Encampments when switching between CoC’s. If client locations on the Outreach map and Encampment person counts should be the same between all CoC’s in an instance, it is recommended to configure the Outreach settings through the Default settings, and not configure unique CoC’s, or if still configuring unique CoC Outreach settings, to coordinate which Outreach Location filters are assigned between the CoC’s.
8. Can I do the Point in Time through the Outreach map?
We built Outreach primarily to support the progressive engagement of clients and street encampments. Although an unsheltered Point-in-Time template is not included in the initial release, Outreach is built off of Esri’s ArcGIS online which does offer free a free HUD PIT template through their Survey123 tool (https://solutions.arcgis.com/local-government/help/homeless-point-time-counts/). Future releases of Outreach may include the ability to overlay results collected using Survey123 directly within Clarity Human Services.
9. How come I do not see a certain feature?
Please remember that Outreach is still in development, and this is currently in beta mode. New features and functionality are constantly being developed, and it is very possible that the feature you are looking for is on its way. We are always happy to hear feedback on additional features for the product (submit your feedback at ideas.bitfocus.com)
10. This FAQ was great but I would like to review additional Outreach materials. Where can I find this information?