Table of Contents
Overview
Program Status and Annual Assessments correspond with the HUD HMIS Data Standards Data Collections stages "Occurrence Point/Update" and "Annual Assessment." The screen that displays when adding a Status or Annual Assessment to a program enrollment is determined by the Case Status Screen chosen by the System Administrator for the Program Template assigned to the program.
Accessing a Status Assessment
To access a status assessment, navigate to either the Programs workspace or Active programs card in the client record. Select the program enrollment you wish to add a status assessment to by clicking on the name of the program in the Programs workspace or clicking the Arrow icon next to the program name in the Active programs card.
Adding a Status Assessment
To add a status assessment, click the Add icon in the program's Assessments workspace. Click the name Status Update Assessment or Annual Assessment, then click Next.
Select Household Members (if any) and click Next. If there are household members, you will be able to conduct the status assessment for all selected household members in sequence without having to go into each client record separately.
Note:
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The Current Living Situation assessment is a specific type of Status Screen that collects data for the HUD HMIS Data Element 4.12 Current Living Situation. Collection of this data element is required for Adults and Heads of Households in applicable programs at program start and subsequent dates of contact. Because the Current Living Situation (CLS) assessment is completed more frequently than other screens, it will always appear at the top of the assessment list for that program when it is made available in the Program Template.
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A CLS assessment can be collected in multiple locations in the client's record (in addition to a program's Assessments workspace). For full details about completing the Current Living Situation assessment, refer to the Current Living Situation (CLS) Assessment Guide.
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- When an Annual Assessment is coming due, an Annual Assessment Due warning appears in the information box at the top of the program enrollment. The warning appears 10 days before the due date and remains until the assessment is completed. For details about the warning and notifications, refer to the How Do I Receive Assessment Due Warnings? article.
Complete the assessment, then click Save & Close (or Save & Next, if you are also completing the update for other household members). Once the assessment is complete for all household members, click Complete.
Notes:
- Some of the fields on the form may already be completed. Data carries over from either the enrollment screen or the most recent status screen. Refer to the Data Cascading article for more information.
- Most programs require annual assessments on the anniversary of enrollment, which can affect performance outcome measures (e.g., see [HUDX-225] HMIS Data Quality Report, section Q4). Status assessments are optional (unless there is a significant change in the client's living situation between annual assessments) and can be performed at any time.
Assessment Restrictions
Users will not be allowed to enter more than one Status Update Assessment or more than one Annual Assessment for the same date. A user attempting to save a status update assessment or annual assessment for the same date will receive the warning “This field is invalid.”
Clicking on the Tooltip icon to the right of the warning will provide more information. This warning will appear for all Program Types and Funding Sources.
Notes:
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The warnings only apply to assessments collected under the same enrollment.
- This restriction does not apply to the Current Living Situation assessment.
Updated: 10/22/2026