Introduction to Screens and Screen Types


A screen is a collection of fields for use at one of the data collection stages defined in the HUD HMIS Data Standards.

Some screen types are assigned to Program Templates, while others are set at the agency, program, and user levels. 

Below are descriptions of the different types of screens.

Profile Screens

Users complete Profile Screens when they create the client record. These screens appear in the client record as the CLIENT PROFILE under the PROFILE tab and contain core demographic information by default. The Profile Screen collects data at the "Record Creation" collection stage. While system administrators can customize a Profile Screen, the Client Profile will always contain the following fields: Social Security Number, Quality of SSN, Last Name, First Name, Quality of Name, Quality of DOB, and Date of Birth. 

Users should update the data in the Profile Screens regularly because these screens should reflect the most up-to-date information (unlike other screens that reflect information at a specific point in time).

System administrators assign a default Profile Screen that staff members will see when accessing a client record but can designate a different Profile Screen for individual staff members if needed.

Program Enrollment Screens

Program Enrollment Screens are assigned to Program Templates and collect data at Program Enrollment (the "Project Start" collection stage). For reporting purposes, data collected through a Program Enrollment Screen will be associated with the program enrollment date. 

Program Status Screens

Data for the "Project Update" and "Project Annual Assessment" stages are collected through Program Status Screens. These screens are assigned to Program Templates and are collected within an enrollment.

Program Exit Screens

Program Exit Screens are assigned to Program Templates and collect data at Program Exit (the "Project Exit" collection stage). For reporting purposes, data collected through a Program Exit Screen will be associated with the program exit date. 

Program Follow-Up Screens

Program Follow-Up Screens are assigned to Program Templates and collect data in a Program Enrollment Follow-Up Assessment (the "Post Exit" collection stage).

Assessment Screens

Assessment Screens are used for collecting data at any time within or outside a program enrollment. They can be assigned to Program Templates, but they can also be assigned at the Agency and Program levels. 

Program Setup Screens

Program Setup Screens collect data about programs rather than clients. For more information, see Custom Program Setup Screen Configuration

Encampment Screens

If Outreach is enabled in the system, you can create custom Encampment screens that can then be assigned to a CoC in Outreach Settings. System administrators can add any "Core" or "Custom" fields to custom encampment screens. 

Funding Source Screens

The Funding Source screen collects information about funding sources within the agency's FUNDING tab. The system contains one Funding Source screen, which includes the following fields: Funding Name, Status, Funding Source, Funding Source Non-Federal, Grant Identifier, Start Date, End Date, Direct Expenses, and Eligibility. These fields are not visible in the SCREEN EDITOR, and system administrators cannot edit or remove these fields. System administrators cannot create additional Funding Source screens but can modify the Funding Source screen to add more Funding Source fields, labels, and warnings if desired. To modify the Funding Source screen, follow the same procedures you would when modifying any other screen type

Housing Inventory Screens

Housing Inventory screens are used with the Housing Inventory functionality. You can use these screens to designate Buildings, Units, and Beds within a Site and to associate funding sources and eligibility criteria with the Site, Buildings, Units, and Beds. System administrators cannot create additional Housing Inventory screens but can add fields, labels, and warnings to the existing screens if desired.

Screen Configurations for Housing Inventory

The Housing Inventory section in the Screen Types sidebar is for use with the Housing Inventory functionality. This section contains five types of screens:

When the same field is added to these screens, the data can cascade down from one screen to another. For example, if a Site screen has the same custom field as a Building screen when a user enters data for Site setup, that data will cascade to any buildings set up within that Site.

Updated: 01/31/2023