User Training Checklists

All the training courses are available on the HMIS Learning Center Site. Users must pass all required courses with an 80% or better to receive a certificate of completion. Once the user has completed all the training courses listed, please refer to the How To Add New User page for additional steps. 

Volunteer User Training Checklist

Read-Only User Training Checklist

Users are only able to lookup client records and view the information within the record. Read Only Users can run and view data from ART Reports and Stock System Reports. Users are  NOT able to enter, update or delete any information on the client record. The most common Read Only user assigned is Read Only II.

• Prerequisites
  • 000 – Using the Training Site
  • 002 – Basic Privacy and Security
  • 003 – Release of information
  • 004 – Chronic Homeless Definition
• Core
  • 104 – Navigating ClientPoint
  • 109 – Service Only Projects
  • 110 – Service Transactions

Case Manager User Training Checklist

Users can look up the client record and enter client information on profile, such as complete entry/exit assessments, make referrals to another agency, create service transactions, enter client notes and more. Case Managers can run Stock System Reports and ART Reports. The most common Case Manager user assigned is Case Manager II.

• Prerequisites
  • 000 – Using the Training Site
  • 002 – Basic Privacy and Security
  • 003 – Release of information
  • 004 – Chronic Homeless Definition
• Core
  • 101 – Informed Consent Using the Release of Information
  • 102 – Collecting and Entering Identifiers
  • 103 – Navigating ServicePoint
  • 104 – Navigating ClientPoint
  • 105 – Securing Client Records
  • 106 – Creating Unnamed Record
  • 107 – Creating & Managing Households
  • 108 – Entry Exit Process
  • 109 – Service Only Projects
  • 110 – Service Transactions
  • 111 – ART Orientation
  • 112 – Case Plan
• Recommended:
  • 301 – VI-SPDAT Single and Family
  • 303 – Chronic Interview Process
  • 501 – ShelterPoint Introductory Workflow (for Emergency Shelters)
  • 504 – CallPoint Introduction (for Call Centers)
  • 801 – Interim Income
  • 802 – Sub-Assessments: Correcting Your Data

Agency Administrator Training Checklist

Users are only able to lookup client records and view the information within the record. Read Only Users can run and view data from ART Reports and Stock System Reports. Users are  NOT able to enter, update or delete any information on the client record. The most common Read Only user assigned is Read Only II.

• Prerequisites
  • 000 – Using the Training Site
  • 002 – Basic Privacy and Security
  • 003 – Release of information
  • 004 – Chronic Homeless Definition
• Core
  • 101 – Informed Consent Using the Release of Information
  • 102 – Collecting and Entering Identifiers
  • 103 – Navigating ServicePoint
  • 104 – Navigating ClientPoint
  • 105 – Securing Client Records
  • 106 – Creating Unnamed Record
  • 107 – Creating & Managing Households
  • 108 – Entry Exit Process
  • 109 – Service Only Projects
  • 110 – Service Transactions
  • 111 – ART Orientation
  • 112 – Case Plan
• Provider Page Setup
  • 401 – Advance Privacy and Data Sharing
  • 402 – Establish Visibility
• Recommended
  • 404 – Creating & Managing Provider Page
  • 501 – ShelterPoint Introductory Workflow
  • 502 – Fund Manager Introduction
  • 503 – Funding Manager Training
  • 504 – CallPoint Introduction
  • 505 – CallPoint Upgrade
  • 801 – Interim Income
  • 802 – Sub-Assessments: Correcting Your Data