Inventory

INVENTORY: Unit Configuration Type

 

 

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
  • Status
  • Unit Configuration Type Description

For more information on collecting inventory through Housing Inventory, please view our Options on Collecting Inventory article.

Note: The Program Type picklist will only display residential Program Types.


After completing these fields, click on
SAVE CHANGES. The Program Type field will become read-only after you save the Unit Configuration Type.

The following sections will display for completion:

  • UNIT CONFIGURATION PHOTOS
  • PROGRAMS & PROJECTS
  • FUNDING SOURCES
  • ELIGIBILITY

 

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. Some things to consider:

  • System Administrators will have the ability to add a Program from any agency. Be sure to select the correct Agency and Program
  • Agency Managers will only have the ability to add a Program from the agency they are currently logged in under.
  • If the Program you are adding has a project type that does not match the Program Type that you selected for this Unit Configuration Type, you will see the following banner alert:
    “Alert: The Project Type associated with this Program you are trying to add does not match the Project Type field. This needs to match for reporting purposes.”

Note: ADD NEW PROGRAM will be required if one 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.

ELIGIBILITY

Like Sites and Buildings, Unit Configuration Type can also have Eligibility by toggling on Eligibility

Note: If Eligibility has been toggled on at any parent level, the Eligibility toggle will be automatically enabled and grayed out. If the Eligibility toggle is grayed out, you will not be able to untoggle it.


To add new Eligibility requirements specific to this Unit Configuration Type, click
ADD REQUIREMENT. 

Inherited Eligibility 

Unit Configuration Types inherit the Eligibility criteria set at any parent level. For example, if you have an Eligibility criterion such as “Age Greater Than 17” as shown below, that same Eligibility criterion will automatically apply to the Unit Configuration Type from the parent level.

FUNDING 

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, an enrollment, etc.

Audit Log 

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.