Purpose
The Inventory Model was developed for reporting related to the Inventory functionality in Clarity Human Services. This model was designed for the analysis of Inventory functionality and client information. Within the model, available and occupied units/beds, referral information associated with a unit/bed, and occupancy-connected enrollments information can be easily pulled into a Look for a program, agency, or CoC. The Inventory Model will help Matchmakers review availability for referring clients from the Community Queue to an appropriate unit/bed, System Administrators review current configuration to ensure accurately reported unit/bed counts, and Stakeholders can review counts of units/beds for a CoC by availability to begin community and system-based discussions with a data-driven approach.
An overview of the Inventory Model, view/field organization, and an assortment of sample Looks are included in the article below.
For more information on Clarity’s Inventory functionality and how to manage your physical housing inventory, please review INVENTORY articles.
Model Overview
This model includes (but is not limited to):
- Inventory Configuration
- Unit Configurations, Buildings, Units, Funding, Programs
- Client Information
- Client Profile Screen Data, Counts, Client IDs
- Enrollment Information
- Project Start/End Date, Length of Time in Project, Enrollment Household Data
- Referrals
- Community Queue, Referral Connected Enrollment, Status, Dates, Referring/Enrolling Information, Counts
- Unit/Bed Details
- Occupancy, Status, Availability, Dates, Counts
Organization
The Inventory model will grow along with Inventory functionality. Currently, the Inventory model includes the following views specific to this model:
- Unit Availability Status
- Current availability (unit/bed) and current status
- Unit Occupancy
- More granular data about occupancy dates, unit assignment method, and assignment date
- Unit Status
- Unit/Bed Status, Offline Description/Reason, Status Dates, and Days Offline
In addition, the Inventory model includes the following views which are also found in other models:
- Agencies (Unit Connected Agencies)
- Client Assessments
- Clients
- Please note, clients will only appear within the data model if they are associated with a unit or historic unit data.
- Funding Source (Agency/Program Specific Funding)
- Enrollments
- Similar to Referral Connected Enrollments in the Coordinated Entry Model, data is connected with the enrollment connected with the Unit Queue referral/reassignment.
- Inventory
- Building Unit Configurations
- Building Units
- Buildings
- Funding (Inventory Specific Funding)
- Programs
- Unit Configuration Beds
- Unit Configuration History
- Programs (Unit Connected Programs)
- Referral Community Queues
- Referrals
- Similar to Referral Community Queue, data is connected with activity related to the Unit Queue
- Sites
Fields Cheat Sheet
Below is a table outlining some commonly desired data points and the corresponding view or field.
Desired Data Point |
View/Field |
Current Availability/Occupancy |
Unit Availability Status |
Unit/Bed Occupancy Details (Assignment Date, Start/End Date, Pending Occupation End Date, etc.) |
Unit Occupancy |
Unit History |
Unit Status |
Units within a specific program; Program details associated with a unit |
Inventory - Programs (Building, Unit, and Unit Configuration options are dependent upon community workflows) |
How a client was assigned to a unit |
Unit Occupancy View Field: Assignment Method |
Designated units by programs or project type code |
Inventory - Programs - Programs Served by the Unit
|
Occupancy-Connected Enrollment Program Information |
Programs |
Site Addresses |
This information is available in the Project Descriptor Model. |
Bed Assignments |
Identify Bed Information: Inventory - Unit Configuration Beds – Name/ID Identify Occupancy: Unit Occupancy Fields |
Only review programs with/without beds enabled |
Filter content using Inventory – Building Unit Configurations –Enable Beds (Yes/No) |
Note: For more information on specific dimensions or measures, refer to the (information bubble) available next to some of the field names.
Float your cursor over the (information bubble) for a brief description.
Sample Looks
- Currently Available Units
- Offline Unit Review
- Unit Assignment Type - Direct vs. Referral
- Unit Review by Project Type and Availability
- Unit Queue Referrals by Referring Agency
- Unit Queue Review with Client Data
- Unit/Bed Current Availability Review
Updated: 03/08/2023