Configuring Outreach

Outreach: Encampment Teams

 

The Outreach Teams section was designed with real-life outreach teams in mind. This functionality allows for creation, assignment, filtering, and searching for Teams in the Outreach module.

 

Creating Teams

To create an Outreach Team, navigate to SETUP > SETTINGS, then select Location & Outreach in the Advanced Options sidebar. Select a CoC to edit, then click ADD NEW TEAM in the ENCAMPMENT TEAMS section.

 

Enter a Name for the team, then click SAVE CHANGES.

 

After you save the Name, two new options are displayed: TEAM MEMBERS and TEAM ENCAMPMENTS.



Adding Team Members

To add new Team Members, click on ADD NEW TEAM MEMBERS. Select the Agency and the User, then click SAVE CHANGES.

Notes:

Agency/Team Members visibility is based on the CoC selected in SETUP > SETTINGS > Location & Outreach > Edit > LOCATION & OUTREACH SETTINGS. 

If the Encampment Team is part of the Default Location & Outreach Settings, agencies belonging to all CoC’s will show. 

LOCATION AND OUTREACH

 

Adding Team Encampments

To add a new Encampment, click ADD NEW ENCAMPMENT. The drop-down menu will allow a selection from all Encampments created through Outreach.

 

The Team Members and the Encampment are now linked and viewable through Outreach.

 

Encampment Teams

To view options associated with Teams for an Encampment, click on that encampment on the map, then click the Encampment Profile icon on the PERSONS screen.


encampment profile icon

 

On the Encampment Profile screen, click the Encampment Teams icon.

encampment teams icon

 

All active teams for this encampment will be displayed.

view teams

If you have the Add Team to Outreach Map Encampments Create Right enabled, click the Assign Team icon, turn on the toggle for the team(s) you want to add to the encampment, then click SAVE.

assign team

 

Users who do not have that Create Right toggled on will not see the Assign Team icon and cannot add Encampment Teams to Encampments.

assign team icon missing annotated-1

 

You can also delete a team from the Encampment by clicking on the trash can. A confirmation message requires you to click CONFIRM before completing the action.

delete encampment-1

 

Filtering to Assigned Encampments 

You can filter the map to show only the Encampments to which you are assigned by clicking on the Data Filter tool, toggling on Encampments, then toggling on My Assigned Encampments, and clicking APPLY.