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Client Level Units/Beds Tab (New Clarity Interface)

The client-level Units/Beds Tab displays Inventory-related occupancy records, program-connected occupancy records, and overnight drop-ins.

The functionality described in the article will be available on training sites on July 27, 2026, and on production sites on August 10, 2026.

Table of Contents

Overview

The Units/Beds tab in the client record contains a table of all the client's Inventory-related occupancy records, including past, current, and future occupancies. The tab also displays program-connected occupancy records and overnight drop-ins.

Client Level Units/Beds Tab

The Units/Beds tab displays unit/bed occupancy at the client level.

Units Beds tab Displayed in the Clients profile

A search bar allows the user to search by:

  • Unit Name
  • Bed Name
  • Site Name
  • Building Name
  • Program Name

For more information on using the Search bar, refer to the Client Record Overview article.

A filter option allows the user to filter by:

  • Site
  • Building
  • Program
  • Unit Configuration Type
  • Occupancy Status

For more information on using filters, refer to the Client Record Overview article.

A column selector is available with the following additional options:

  • Program Name
    • A No Program message is displayed when the occupancy is not enrollment-based.
  • Unit Configuration Type
  • Overnight Drop-in: Yes/No

For more information on using column selectors, refer to the Client Record Overview article.

The table has the following icons in each row to provide additional context:

  • A Program Connection icon
  • A Referral Connection icon
  • A Privacy Icon

Managing Unit/Bed Occupancy at the Client Level

The user can manage unit/bed occupancy at the client level and can view, edit, and delete records.

Viewing Occupancy Records

A user can view occupancy records, including overnight drop-ins, in all relevant areas of the client record, including:

  • The client-level Units/Beds tab: Occupancy records, including overnight drop-ins, display.
  • The History tab: Occupancy records, including overnight drop-ins, display.
  • The program-level Units/Beds tab: Program enrollment connected Overnight Drop-in records.

Editing Occupancy Records

When a user clicks on an occupancy row, an Edit Occupancy modal opens on the right side of the screen.

Edit Occupancy modal for Unit Bed occupancy record

An Edit (pencil) icon shows at the top-right of the modal. When the user clicks it, the modal fields become editable.

Edit Occupancy modal in Edit mode showing editable fields

The Edit (pencil) icon only displays for records matching the user's agency (or the one they are switched into) when:

  • For General Occupancy Records: The Edit Enrollment-based Unit Records access right is enabled for the user's access role.
    • If the user has the Edit Any Agency Enrollment-based Unit Records access right enabled for their access role, they will also see the Edit (pencil) icon for any agency enrollment-based unit records.
  • For Overnight Drop-in Records: The Edit Overnight Drop-in Records access right is enabled for the user's access role.
    • If the user has the Edit Any Agency Overnight Drop-in Records access right enabled for their access role, they will also see the Edit (pencil) icon for any agency overnight drop-in records.

The Occupancy Start Date/Time, End Date/Time, and Privacy settings are editable. The Unit/Bed is not editable.

If the occupancy record is an overnight drop-in, the End Date is not editable; it is automatically filled in based on the Start Date.

Deleting Occupancy Records

When the Edit Occupancy modal opens on the right side of the screen, an Action Menu (kebab) icon is available to the right of the Edit (pencil) icon at the top right of the modal.

Action Menu icon shown on the Edit Occupancy Modal

When the user clicks this icon, the Delete option is available for records matching the user's agency (or the one they are switched into) when:

  • For General Occupancy Records: The Delete Enrollment-based Unit Records access right is enabled for the user's access role.
    • If the user has the Delete Any Agency Enrollment-based Unit Records access right enabled for their access role, they will also see the Delete option for any agency enrollment-based unit records.
  • For Overnight Drop-in Records: The Delete Overnight Drop-in Records access right is enabled for the user's access role.
    • If the user has the Delete Any Agency Overnight Drop-in Records access right enabled for their access role, they will also see the Delete option for any agency overnight drop-in records.

Edit Occupancy Modal with the Action Menu and Delete Option Shown

When the user clicks the Delete option, a pop-up message appears on the screen that reads:

"This record will be permanently deleted and cannot be restored in the future. Household member occupancy records are not impacted by this action. Please confirm."


Example of a Delet Confirmation Pop-up Message

Private Occupancy Records

Occupancy records can be marked private by clicking on the Privacy icon in the Edit Occupancy modal. 

Edit Occupancy Modal with Privacy icon highlighted

When an occupancy record is marked private, only users at the agency to which it belongs can see it.

Audit Log

The View Audit Log option can be selected from the action menu on the Edit Occupancy modal by a system administrator with audit log access rights.

Example of the View Audit Log option on the Edit Occupancy modal

A log of all changes to the client's occupancy record is displayed.

Published: 07/27/2026