HMIS Training Resources
Need support? Do one of the following:
- Request access for new HMIS users.
- Access our learning management system.
- Schedule a virtual training session (60 minutes).
- Schedule a virtual support session (30 minutes).
- Attend HMIS office hours:
- Every other Tuesday, 10 AM-11AM
Video call link: https://meet.google.com/hma-snky-spw
Office hours dates through 2025: 9/2, 9/16, 10/14, 10/28, 11/25, 12/9, 12/23
- Every other Tuesday, 10 AM-11AM
- Email us at hmishelp@multco.us.
- Use the resources below.
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HMIS Workflow Handbooks
Coordinated Access Handbook and Tools
Canned Reports
SAP Business Objects (SAP BO) Guides
FAQs
Veterans Affairs
HMIS Workflow Handbooks
- Day Center (VIDEO)
- HYC Screening and Housing
- Night by Night (NbN) Shelter
- Permanent Supportive Housing
- Rapid Rehousing (RRH)/Homelessness Prevention (HP)
- Shelter
- Street Outreach
Coordinated Access Handbooks and Tools
- Coordinated Housing Assessment Team (CHAT)
- Guide to Conduct the Adult and Family Assessment
- MSST (Formerly Coordinated Access) Handbook
- Overview of Resources and Eligibility for Adults and Family
Canned Reports
SAP Business Objects (SAP BO) Guides
- How to Access SAP BO
- SAP BO Quick Guide
- Instructions: Run a Program Performance Report (PPR)
- Instructions: Entry and Exit Data Quality Report
- Instructions: Services Data Quality Report for All Programs
- Instructions: Run a Data Completeness (0260) Report
- Instructions: Run a Follow Up Housing Retention Report (FUHR) Report
- Instructions: Run a Outputs and Outcomes (O&O) Report
- Instructions: Run a Participant Demographics Report (PDR)
- Instructions: Run a Service Monitoring Report
- Instructions: Schedule a Report
- Households and Related Program Entries
FAQs
- How to add a new member to an existing program entry (VIDEO)
- How to build a new household in HMIS (VIDEO)
- How to edit a household in HMIS (VIDEO)
- How to transact ROIs in HMIS
- How to transact a ROI (VIDEO)
- How to transact the Housing Move-in Date (HMID)
- How to transact interim reviews, annual assessments, and follow-ups – Portland Housing Bureau (VIDEO)
- How to enter the “Alias” field
- How to enter multiple services
- How to exit a deceased client from an entry (Coming Soon!)
- How to use household data sharing in HMIS – Portland Housing Bureau (VIDEO)
- FAQ: Gender Data Element
- FAQ: Sex Data Element
- FAQ: Race and Ethnicity Write-in Field
- FAQ: Sexual Orientation Data Element
- FAQ: Housing Move-in Date
- Housing Move-in Date (HMID): Emergency Choice and Mainstream Vouchers
- How to remove a duplicate shelter entry
- How to complete a HUD verification
- Reset your HMIS account password
- How to update a time stamp for an old answer
- How to upload documents in HMIS
- Visibility within an agency
- Walkthrough of a HMIS client profile (VIDEO)
- What to do when you find duplicate records (Coming Soon!)