The client locations, or Persons, included in an encampment in Outreach are based on the CoC’s Outreach Encampments Location Filters and the Data Filter options defined by the user in the Outreach map. To view the Persons in an encampment, click any area within an encampment’s boundaries.
Searching Persons in an Encampment
All clients in the encampment display in the Persons section. Click “Show All” to display all clients in the encampment.
Note: Geolocation Fields in Client Profile Screens toggled on as Geolocation Field Based criteria in the CoC’s Location Filters always display in Outreach. Locations in Client Profile screens are static, whereas other locations displayed in Outreach are dynamic, and only the most recent record displays. Consequently, if using Client Profile location data in Outreach, the client’s current location should always be updated in the Client Profile, even if you track it elsewhere.
To search for a person by name, you can type the name in the Search person area. As you type, the results are limited to those clients matching your search term(s). The map only displays clients that meet the search criteria.
Clicking on a client in the search results opens the Profile Info pop-up for the client, which includes the Client UID, DOB (with a copy icon), the location details, and a View button, which opens the Client Profile in a new tab.
Adding Persons to an Encampment
In addition to location records already saved within the client record, users can add Persons to an encampment within Outreach. To add a Person to an encampment, click the Add Person icon within the Encampment Profile.
You can search for clients by name, DOB, SSN, or UID. If the client is already in the encampment, an icon displays next to their name and the toggle is disabled.
If the client is currently in another encampment, an icon displays next to their name and the toggle is enabled.
If a record does not exist in the system for the client, you can create a new record by clicking Create New Client.
The system will navigate you to create a new client record where you’ll complete the Client Profile screen. Once the screen is saved, the system will navigate you back to Outreach with the new client available as a selection option.
To add a Person to the encampment, toggle on the record and click Add Persons (the button label updates with the number of selected records).
After clicking Add Persons, you’ll be prompted to confirm your selection. To remove a client, click the X icon beside their name. If clients in other encampments are included, the system will confirm the selection.
After confirming, you can move the client location within the encampment by clicking the location icon and clicking and dragging the location on the map, if desired. By default, the client location will be in the center of the encampment.
Once the correct location is selected, click Done.
Persons added to the encampment appear in the Encampment Audit Log, including the client name, who added them, and the date and time they were added.
The new location record will display in the client record Location tab as a Field Interaction.