The addition of the Unit Configuration Type adds a new set of functionality, allowing for Bed and Unit creation outside of Programs.
Add New Unit Configuration Type
To add a new configuration type, click on ADD NEW CONFIGURATION TYPE. The ADD NEW UNIT CONFIGURATION TYPE page will appear. Most fields collected here align with the collection requirements of HMIS Data Dictionary 2.07 Bed and Unit Information. The exceptions are custom fields and the following core fields:
- Unit Configuration Type Name
- Unit Configuration Type Description
Please view Options on Collecting Inventory for more information on collecting inventory through Housing Inventory.
After completing these fields, click ADD RECORD. The Program Type field will become read-only after you save the Unit Configuration Type.
Note: If you attempt to save a new Unit Configuration Type with the same name as an existing Unit Configuration Type in that Building, the system will underline the name field in red and display a “Please correct errors” banner. You cannot save the new Unit Configuration Type until you change the name to something other than the name of an existing Unit Configuration Type in that Building.
The following sections will display for completion:
- UNIT CONFIGURATION PHOTOS
- PROGRAMS & PROJECTS
- FUNDING SOURCES
UNIT CONFIGURATION PHOTOS
Please refer to the Adding Housing Inventory Photos article.
PROGRAMS & PROJECTS
Clicking on ADD NEW PROGRAM opens a new window, allowing you to add a Program to this specific configuration.
To assign a Program to a Unit Configuration Type, click ADD NEW PROGRAM.
The ADD PROGRAM pop-up appears.
- Users with Agency Inventory - Add Any Agency Program enabled will see both an Agency drop-down and a Program drop-down on the ADD PROGRAM pop-up when adding a Program to the Unit Configuration Type.
- Users with Agency Inventory - Add Agency Program enabled but not Agency Inventory - Add Any Agency Program will not see the Agency drop-down because they will only have access to associate a Program from their own agency.
”Alert: The Project Type associated with the Unit Configuration Type assigned program does not match the Unit Configuration Type’s assigned project type. This needs to match for reporting purposes.”
Note: ADD NEW PROGRAM will be required if a Program was not previously added at a parent (Site or Building) level. If a Program has been added at a parent level, the ADD NEW PROGRAM option will not be visible in the Unit Configuration setup.
After you click SAVE CHANGES, the Program will appear in the Unit Configuration Type list.
Like Sites and Buildings, Unit Configuration Type can also have Eligibility by toggling on Eligibility.
Note: If Eligibility has been enabled at any parent level, the Eligibility toggle will automatically be enabled and grayed out. If the Eligibility toggle is greyed out, you will not be able to untoggle it.
To add new Eligibility requirements specific to this Unit Configuration Type, click ADD REQUIREMENT.
Unit Configuration Types inherit the Eligibility criteria set at any parent level. For example, an Eligibility criterion such as “Age Greater Than 17,” as shown below, will automatically apply to the Unit Configuration Type from the parent level.
An eligibility criterion inherited from different sources will only be displayed one time in the INHERITED ELIGIBILITY list, but you can hover the mouse over the information icon to display a tooltip that shows all of the sources. The listing will also include any eligibility inherited from assigned sub-grants.
Funding is broken down uniquely within the Modify Unit Configuration Type page in three levels:
- Site Funding shows all funding sources assigned at the Site level.
- Building Funding shows all funding sources assigned at the Building Level.
- Funding Sources shows all current funding sources assigned within Unit Configuration Type. Click on ADD FUNDING SOURCE to add a funding source.
You will receive a warning if you add a Funding Source at the Building or Unit Configuration Type level that has already been assigned at the parent level.
Deleting Unit Configuration Types
To delete a Unit Configuration Type, click the trash can icon next to the Unit Configuration Type name on the UNIT TYPE CONFIGURATION page.
However, before you can delete a Unit Configuration Type, you must delete all of its Units. In other words, start by deleting Units first, then Unit Configuration Types.
The system uses the following logic for the deletion of Sites, Buildings, Unit Configuration Types, and Units:
- If all client interactions* affecting a Unit have been deleted, then you can delete the Unit.
- If all client interactions associated with all Unit Configuration Types have been deleted, then you can delete the Unit Configuration Type.
- If all client interactions affecting all Units within a Building have been deleted, then you can delete the Building, as long as there hasn’t been any other client activity associated with the Building.
- If all client interactions affecting all Buildings within a Site have been deleted, then you can delete the Site.
* ”Client interactions” are any of the possible ways a client could interact with a Unit, such as a referral or an enrollment.
Once you create a Unit Configuration Type, you can find an Audit Log to the right of the SAVE CHANGES button.
Click on Audit Log to view changes made to the Unit Configuration Type.