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[STFF-104] Specification Details

This article outlines the Data Types Specifications for the [STFF-104] Staff Client Data Activity Report. 

Data Types Specifications 

The Data Types in the report that are outlined within this article are as follows: 

Each Data Type above has a section within the article and is linked appropriately. 

Notes:

  • If any Data Type was deleted and then re-activated, the client is not reported as deleted.
  • If any Data Type was deleted, then re-activated, and then deleted again, the first deletion will not be reported as deleted but will be reported for the DateTime of the last deletion.

Assessment

Data Type(s): Assessment
Deleted Option: all; not deleted
 When an assessment is added or an existing assessment is updated, a corresponding row is added to the "common_logs" table.

For "Assessment" staff activity, all rows are selected from the "common_logs" table and "client_assessment_demographics" table where:

  • common_logs.ref_user = STAFF_ID

  • and common_logs.source_table = 8
  • and activity DateTime (common_logs.date) is within [report date range]

  • and client_assessment_demographics.ref_agency = CURRENT_AGENCY

  • and client_assessment_demographics record is not deleted

  • and client record is not deleted

Assessment Deleted

Data Type(s): Assessment
Deleted Option: all; deleted only
 When client's assessment is deleted, "client_assessment_demographics" table is updated with "client_assessment_demographics.deleted = 1 AND client_assessment_demographics.ref_agency_deleted = current_agency AND client_assessment_demographics.ref_user_updated = staff_id".

For "Assessment Deleted" staff activity, all rows are selected from the "client_assessment_demographics" table where:

  • client_assessment_demographics.ref_user_updated = STAFF_ID

  • and client_assessment_demographics.ref_agency_deleted = CURRENT_AGENCY

  • and client_assessment_demographics.last_updated is within [report date range]

  • and client_assessment_demographics.deleted = 1

Client Contact Created

Data Type(s): Client Contact
Deleted Option: all; not deleted

When a client contact is added, a corresponding row is added to the "client_contacts" and "common_logs" tables.

For "Client Contact" staff activity, all rows are selected from the "client_contacts" table where:

  • client_contacts.ref_user= STAFF_ID

  • and activity DateTime (client_contacts.added_date) is within [report date range]

  • and Client Contact is not deleted

  • and if the client contacts record is private, then client_contacts.ref_agency = CURRENT_AGENCY, otherwise there is no ref_agency restriction

  • and client record is not deleted

  • and activity DateTime (client_contacts.added_date) before 01/01/2023

    • OR Client Contact Type = Client Supplied (client_contacts.ref_type= 500) AND activity DateTime (client_contacts.added_date) before 02/10/2026

OR

For "Client Contact" staff activity, all rows are selected from the "common_logs" and "client_contacts" tables where:

  • common_logs.ref_user = STAFF_ID

  • and common_logs.source_table = 35

  • and the previous record (prev_record) in the common_log table is equal to null

  • and there is a correspondent record in the client_contacts table

  • and activity DateTime (common_logs.date) is within [report date range]

  • and Client Contact is not deleted

  • and if the client contacts record is private, then client_contacts.ref_agency = CURRENT_AGENCY, otherwise there is no ref_agency restriction

  • and client record is not deleted

Client Contact Edited 

Data Type(s): Client Contact
Deleted Option: all; not deleted
 

When an existing client contact is updated, a current row from the "client_contacts" table is updated and a new row is added to the "common_logs" table.

For "Client Contact Created/Edited" staff activity, all rows are selected from the "client_contacts" table where:

  • client_contacts.ref_user= STAFF_ID

  • and client_contacts.added_date <> client_contacts.last_updated

  • and activity DateTime (client_contacts.added_date) is within [report date range]

  • and Client Contact is not deleted

  • and if the client contacts record is private, then client_contacts.ref_agency = CURRENT_AGENCY, otherwise there is no ref_agency restriction

  • and client record is not deleted

  • and activity DateTime (client_contacts.added_date) before 01/01/2023

    • OR Client Contact Type = Client Supplied (client_contacts.ref_type= 500) AND activity DateTime (client_contacts.added_date) before 02/10/2026

OR

For "Client Contact Created/Edited" staff activity, all rows are selected from the "common_logs" and "client_contacts" tables where:

  • common_logs.ref_user = STAFF_ID

  • and common_logs.source_table = 35

  • and the previous record (prev_record) in the common_log table is not equal to null

  • and the current record (curr_record) does not include the text "deleted"

  • and there is a correspondent record in the client_contacts table

  • and activity DateTime (common_logs.date) is within [report date range]

  • and Client Contact is not deleted

  • and if the client contacts record is private, then client_contacts.ref_agency = CURRENT_AGENCY, otherwise there is no ref_agency restriction

  • and client record is not deleted


Client Contact Deleted

Data Type(s): Client Contact
Deleted Option: all; deleted only

When a client contact is deleted, the "client_contacts" table is updated with "client_contacts.deleted = 1 AND client_contacts.ref_user_updated = staff_id".

For "Client Contact Deleted" staff activity, all rows are selected from the "client_contacts" table where:

  • client_contacts.ref_user_updated = STAFF_ID

  • and client_contacts.deleted = 1

  • and activity DateTime (client_contacts.last_updated) is within [report date range]

  • and if the client contacts record is private, then client_contacts.ref_agency = CURRENT_AGENCY, otherwise there is no ref_agency restriction

  • and client record is not deleted

Client Contact Edited

Data Type(s): Client Contact
Deleted Option: all; not deleted

When an existing client contact is updated, a current row from the "client_contacts" table is updated.

For "Client Contact Created/Edited" staff activity, all rows are selected from the "release_of_information" table where:

  • client_contacts.ref_user= STAFF_ID

  • and client_contacts.added_date <> client_contacts.last_updated

  • and activity DateTime (client_contacts.added_date) is within [report date range]

  • and Client Contact is not deleted

  • and if the client contacts record is private, then client_contacts.ref_agency = CURRENT_AGENCY, otherwise there is no ref_agency restriction

  • and client record is not deleted

Client Field Interaction

Data Type(s): Client Field Interaction
Deleted Option: all; not deleted

 When a Field Interaction is added, a corresponding row is added to the "geolocation_mapping," “geolocations,“ and “client_field_interactions" tables.

For "Client Field Interaction" staff activity, all rows are selected from the "client_field_interactions" table where:

  • client_field_interactions.ref_user = STAFF_ID
  • and client_field_interactions.ref_agency = CURRENT_AGENCY
  • and activity DateTime (client_field_interactions.added_date) is within [report date range]
  • and Field Interaction is not deleted
  • and client record is not deleted
  • and activity DateTime (client_field_interactions.added_date) before 07/17/2023

OR

For "Client Field Interaction" staff activity, all rows are selected from the "common_logs" table where:

  • common_logs.ref_user = STAFF_ID
  • and common_logs.source_table = 40
  • and common_logs.ref_agency = CURRENT_AGENCY
  • and activity DateTime (common_logs.date) is within [report date range]
  • and the current record (curr_record) contains a non-empty "ref_geolocation" value
  • and the current record (curr_record) includes the text "Field Interaction"
  • and the previous record (prev_record) is empty (the Field Interaction record was created, not edited)
  • and client record is not deleted

Client Field Interaction (Deleted)

Data Type(s): Client Field Interaction
Deleted Option all; deleted only

When a Field Interaction is deleted, a corresponding row is added to the "common_logs" table. Also, the deleted field from geolocations is updated using the deleted = 1 value.

For "Client Field Interaction Deleted" staff activity, all rows are selected from the "client_field_interactions" table where:

  • client_field_interactions.ref_user_updated = STAFF_ID
  • and client_field_interactions.ref_agency_deleted = CURRENT_AGENCY
  • and activity DateTime (client_field_interactions.last_updated) is within [report date range]
  • and Field Interaction is deleted
  • and client record is not deleted
  • and creation DateTime (client_field_interactions.added_date) before 07/17/2023

OR

For "Client Field Interaction Deleted" staff activity, all rows are selected from the "common_logs" table where:

  • common_logs.ref_user = STAFF_ID
  • and common_logs.source_table = 40
  • and common_logs.ref_agency = CURRENT_AGENCY
  • and activity DateTime (common_logs.date) is within [report date range]
  • and the previous record (prev_record) includes the text "Field Interaction"
  • and the current record (curr_record) includes the text "(deleted)"
  • and client record is not deleted

Client File

Data Type(s): Client File
Deleted Option: all; not deleted

When a new client file is added, a corresponding row is added to the "common_logs", "files", and to the "client_files" tables.

For "Client File" staff activity, all rows are selected from the “common_logs” table, "files" table, and the "client_files" table where:

  • common_logs.ref_user = STAFF_ID

  • and common_logs.source_table = 41

  • and there is a correspondent record in the client_files table

  • and there is a correspondent record in the files table

  • and activity DateTime (common_logs.date) is within [report date range]

  • and client_files.ref_agency = CURRENT_AGENCY

  • and record from the "client_files" table is not deleted

  • and client record is not deleted

Client File Deleted

Data Type(s): Client File
Deleted Option: all; deleted only

When Client File is deleted, the "client_files" table is updated with "client_files.deleted = 1 AND client_files.ref_agency_deleted = current_agency AND client_files.ref_user_updated = staff_id".

For "Client File Deleted" staff activity, all rows are selected from the "client_files" table where:

  • client_files.ref_user_updated = STAFF_ID

  • and client_files.ref_agency_deleted= CURRENT_AGENCY

  • and client_files.deleted = 1

  • and activity DateTime (client_files.last_updated) is within [report date range]

  • and client record is not deleted

  • and file record is exists

Note: If Client File Deleted is selected, only clients with deleted files during the report date range will be reported. 

Client Location

Data Type(s): Client Location
Deleted Option: all; not deleted

When a client location is added, a corresponding row is added to the "client_addresses" table.

For "Client Location" staff activity, all rows are selected from the "client_addresses" table where:

  • client_addresses.ref_user = STAFF_ID
  • and client_addresses.ref_agency = CURRENT_AGENCY
  • and activity DateTime (client_addresses.added_date) is within [report date range]
  • and client location is not deleted
  • and client record is not deleted
  • and activity DateTime (client_addresses.added_date) before 07/17/2023

OR

For "Client Location" staff activity, all rows are selected from the "common_logs" table where:

  • common_logs.ref_user = STAFF_ID
  • and common_logs.source_table = 40
  • and common_logs.ref_agency = CURRENT_AGENCY
  • and activity DateTime (common_logs.date) is within [report date range]
  • and the current record (curr_record) contains a non-empty "ref_geolocation" value
  • and the current record (curr_record) includes the text "Address"
  • and the previous record (prev_record) is empty (the location record was created, not edited)
  • and client record is not deleted

            Client Location Deleted

            Data Type(s): Client Location
            Deleted Option: all; deleted only

            When Client Location is deleted, the "client_addresses" table is updated with "client_addresses.deleted = 1 AND client_addresses.ref_agency_deleted = current_agency AND client_addresses.ref_user_updated = staff_id".

            For "Client Location Deleted" staff activity, all rows are selected from the "client_addresses" table where:

            • client_addresses.ref_user = STAFF_ID
            • and client_addresses.ref_agency_deleted = CURRENT_AGENCY
            • and activity DateTime (client_addresses.last_updated) is within [report date range]
            • and client location is deleted
            • and client record is not deleted
            • and creation DateTime (client_addresses.added_date) before 07/17/2023

            OR

            For "Client Location Deleted" staff activity, all rows are selected from the "common_logs" table where:

            • common_logs.ref_user = STAFF_ID
            • and common_logs.source_table = 40
            • and common_logs.ref_agency = CURRENT_AGENCY
            • and activity DateTime (common_logs.date) is within [report date range]
            • and the previous record (prev_record) includes the text "Address"
            • and the current record (curr_record) includes the text "(deleted)"
            • and client record is not deleted

                      Client Note

                      Data Type(s): Client Note
                      Deleted Option: all; not deleted

                      When a new client note is added, a corresponding row is added to the "client_notes" table.

                      When an existing client note is updated, a corresponding row is added to the "client_notes_log" table. 

                      For "Client Note" staff activity, all rows are selected from the "client_notes" and the "client_notes_log" table where:

                      • the client note is not deleted

                      • and client_notes.ref_agency = CURRENT_AGENCY

                      • and (client_notes.ref_user or client_notes_log.ref_user ) = STAFF_ID

                      • and activity DateTime (client_notes.date or client_notes_log.date) is within [report date range]

                      • and client note is not deleted

                      • and client record is not deleted

                      Client Note Deleted

                      Data Type(s): Client Note
                      Deleted Option: all; deleted only

                      When Client Note is deleted, the "client_notes" table is updated with the "client_notes.deleted = 1 AND client_notes.ref_agency_deleted = current_agency AND client_notes.ref_user_updated = staff_id".

                      For "Client Note Deleted" staff activity, all rows are selected from the "client_notes" table where:

                      • client_notes.ref_user_updated = STAFF_ID

                      • and client_notes.ref_agency_deleted= CURRENT_AGENCY

                      • and client_notes.deleted = 1

                      • and activity DateTime (client_notes.last_updated) is within [report date range]

                      • and client record is not deleted

                      Client ROI

                      Data Type(s): Client ROI
                      Deleted Option: all; not deleted

                      When an ROI is added, a corresponding row is added to the to the "common_logs" and "release_of_information" tables.

                      For "Client ROI" staff activity, all rows are selected from the "common_logs" and "release_of_information" tables, where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 24

                      • and there is a correspondent record in the release_of_information table

                      • and release_of_information.ref_agency = CURRENT_AGENCY

                      • and activity DateTime (release_of_information.date) is within [report date range]

                      • and client ROI is not deleted

                      • and client record is not deleted

                      Client ROI Deleted

                      Data Type(s): Client ROI
                      Deleted Option: all; deleted only
                      When an ROI is deleted, the "release_of_information" table is updated with "release_of_information.deleted = 1 AND release_of_information.ref_agency_deleted = current_agency AND release_of_information.ref_user_updated = staff_id".

                      For "Client ROI Deleted" staff activity, all rows are selected from the "release_of_information" table where:

                      • release_of_information.ref_user_updated = STAFF_ID

                      • and release_of_information.ref_agency_deleted= CURRENT_AGENCY

                      • and release_of_information.deleted = 1

                      • and activity DateTime (release_of_information.last_updated) is within [report date range]

                      • and client record is not deleted

                      Coordinated Entry Event

                      Data Type(s): Coordinated Entry Event
                      Deleted Option: all; not deleted

                      When an existing Coordinated Entry Event is created or updated, a corresponding row is added to the "common_logs" table.

                      For "Coordinated Entry Event” staff activity, all rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 9

                      • and a Coordinated Entry Event is manually entered OR inferred

                      • and activity DateTime (clients_log.date) is within [report date range]

                      • and programs.ref_agency = CURRENT_AGENCY where the “programs” is a program linked to the client enrollment that is linked to the Coordinated Entry Event

                      • and the client record/event is not deleted. The referral should not be deleted for cases where the Coordinated Entry Event is inferred.

                      Coordinated Entry Event (Deleted)

                      Data Type(s):  Coordinated Entry Event
                      Deleted Option all; deleted only

                      When an existing Coordinated Entry Event is deleted, "client_events" table is updated with "client_events.deleted = 1 AND client_events.ref_agency_deleted = current_agency AND client_events.ref_user_updated = staff_id".

                      For "Coordinated Entry Event Deleted” staff activity, all rows are selected from the "common_logs" table where:

                      • client_events.ref_user_updated = STAFF_ID

                      • and client record is not deleted

                      • and agency project is not deleted

                      • Coordinated Entry Event is manually entered

                        • and client_events.last_updated is within [report date range]

                        • and client_events.ref_agency_deleted= CURRENT_AGENCY

                      • Coordinated Entry Event is inferred

                        • and referrals.last_updated is within [report date range]

                        • and referrals.ref_agency_deleted= CURRENT_AGENCY

                      Manual Personal ID Management - Link

                       

                      Data Type(s):

                      Manual Personal ID Management

                      Deleted Option: 

                      all; not deleted

                       

                      When a client is linked to another client using the same personal ID in the Link/Unlink clients section, a corresponding row is added to the "client_linking_history" table.

                      For "Manual Personal ID Management" staff activity, all rows are selected from the "client_linking_history" table where:

                      • client_linking_history.ref_user = STAFF_ID

                      • and client_linking_history.operation_type = 2

                      • and activity DateTime (client_linking_history.added_date) is within [report date range]

                      • and client_linking_history.ref_agency = CURRENT_AGENCY

                      • and the client_linking_history is related to the client record using client_linking_history.ref_client

                      • and the client record is not deleted


                      Manual Personal ID Management - Unlink

                       

                      Data Type(s):

                      Manual Personal ID Management

                      Deleted Option:

                      All;Deleted Only

                       

                      When a client is unlinked from another client with the same personal ID in the Link/Unlink clients section, a corresponding row is added to the "client_linking_history" table.

                      For "Manual Personal ID Management" staff activity, all rows are selected from the "client_linking_history" table where:

                      • client_linking_history.ref_user = STAFF_ID

                      • and client_linking_history.operation_type = 1

                      • and activity DateTime (client_linking_history.added_date) is within [report date range]

                      • and client_linking_history.ref_agency = CURRENT_AGENCY

                      • and the client_linking_history is related to the client record using client_linking_history.ref_client

                      • and the client record is not deleted

                      Profile Created

                      Data Type(s): Profile Created
                      Deleted Option: all; not deleted

                      When a new client record is added, a corresponding row is added to the "common_logs" table.

                      For "Profile Created" staff activity, all rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID
                      • and common_logs.source_table = 12
                      • and it is the profile creation record
                      • and activity DateTime (common_logs.date) is within [report date range]
                      • and if the client is private, then clients.ref_agency = CURRENT_AGENCY, otherwise there is no ref_agency restriction
                      • and the client record is not deleted

                      Profile Deleted

                      Data Type(s): Profile Created, Profile Edited
                      Deleted Option: all; deleted only

                      When the client record is deleted, the "clients" table is updated with "clients.deleted = 1.

                      For "Profile Deleted" staff activity, all rows are selected from the "clients" table where:

                      • clients.deleted = 1
                      • and clients.last_updated is within [report date range]
                      • and if the client is private, then clients.ref_agency = CURRENT_AGENCY, otherwise there is no ref_agency restriction

                      Note: If a client record is merged, the record is marked as deleted as reflected in the "clients" table. 

                      Profile Edited

                      Data Type(s): Profile Edited
                      Deleted Option: all; not deleted

                      When an existing client record is updated, a corresponding row is added to the "common_logs" table.

                      For "Profile Edited" staff activity, all rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID
                      • and common_logs.source_table = 12
                      • and it is the profile update record
                      • and activity DateTime (clients_log.date) is within [report date range]
                      • and if the client is private, then clients.ref_agency = CURRENT_AGENCY, otherwise there is no ref_agency restriction
                      • and the client record is not deleted

                      Program Annual Update

                      Data Type(s): Program Annual Update 
                      Deleted Option: all; not deleted

                      When a status update is added or an existing status update is updated, a corresponding row is added to the "common_logs" table. 

                      For "Program Annual Update" staff activity, all rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 10
                      • and common_logs.screen_type = 6

                      • and activity DateTime (common_logs.date) is within [report date range]

                      • and client_programs.ref_agency = CURRENT_AGENCY

                      • and client record is not deleted

                      • and the client's project stay is not deleted

                      • and agency project is not deleted

                      Program Annual Update Deleted

                      Data Type(s): Program Annual Update 
                      Deleted Option: all; deleted only
                      When client's project annual update screen is deleted, the "client_program_demographics" table is updated with "client_program_demographics.deleted = 1 AND client_program_demographics.ref_agency_deleted = current_agency AND client_program_demographics.ref_user_updated = staff_id".
                       

                      For "Program Annual Update Deleted" staff activity, all rows are selected from the "client_program_demographics" table where:

                      • client_program_demographics.ref_user_updated = STAFF_ID

                      • and client_program_demographics.screen_type = 6

                      • and client_program_demographics.deleted = 1

                      • and client_program_demographics.last_updated is within [report date range]

                      • and client_program_demographics.ref_agency_deleted = CURRENT_AGENCY

                      • and client's project stay is not deleted

                      • and client record is not deleted

                      • and agency project is not deleted

                      Program Current Living Situation

                      Data Type(s): Program Current Living Situation
                      Deleted Option: all; not deleted

                      When a current living situation is added or an existing current living situation is updated, a corresponding row is added to the "common_logs" table. 

                      For "Program Current Living Situation" staff activity, all rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 10

                      • and common_logs.screen_type = 3

                      • and common_logs.status_screen_type= 2

                      • and activity DateTime (common_logs.date) is within [report date range]

                      • and client_programs.ref_agency = CURRENT_AGENCY

                      • and client record is not deleted

                      • and the client's project stay is not deleted

                      • and agency project is not deleted

                      Program Current Living Situation Deleted 

                      Data Type(s): Program Current Living Situation
                      Deleted Option: all; deleted only

                      When a client's project current living situation screen is deleted, the "client_program_demographics" table is updated with "client_program_demographics.deleted = 1 AND client_program_demographics.ref_agency_deleted = current_agency AND client_program_demographics.ref_user_updated = staff_id".

                      For "current living situation Deleted" staff activity, all rows are selected from the "client_program_demographics" table where:

                      • client_program_demographics.ref_user_updated = STAFF_ID

                      • and client_program_demographics.screen_type = 3

                      • and client_program_demographics.status_screen_type= 2

                      • and client_program_demographics.deleted = 1

                      • and client_program_demographics.last_updated is within [report date range]

                      • and client_program_demographics.ref_agency_deleted = CURRENT_AGENCY

                      • and client's project stay is not deleted

                      • and client record is not deleted

                      • and agency project is not deleted

                      Program Enrollment

                      Data Type(s): Program Enrollment
                      Deleted Option: all; not deleted

                      When a  project enrollment is created or updated, a corresponding row is added to the "common_logs" table.

                      For "Program Enrollment" staff activity, all rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 10
                      • and common_logs.screen_type = 2

                      • and activity DateTime (common_logs.date) is within [report date range]

                      • and client_programs.ref_agency = CURRENT_AGENCY

                      • and client record is not deleted

                      • and client project stay is not deleted

                      • and agency project is not deleted

                      Program Enrollment Deleted

                      Data Type(s): Program Enrollment
                      Deleted Option: all; deleted only

                      When client project stay is deleted, "client_programs" table is updated with "client_programs.deleted = 1 AND client_programs.ref_agency_deleted = current_agency AND client_programs.ref_user_updated = staff_id".

                      For "Program Enrollment Deleted" staff activity, all rows are selected from the "client_programs" table where:

                      • client_programs.ref_user_updated = STAFF_ID

                      • and client_programs.deleted = 1

                      • and client_programs.last_updated is within [report date range]

                      • and clients.ref_agency_deleted = CURRENT_AGENCY

                      • and client record is not deleted

                      • and agency project is not deleted

                      Program Exit

                      Data Type(s): Program Exit
                      Deleted Option: all; not deleted
                       When a project exit is added or an existing exit is updated, a corresponding row is added to the "common_logs" table.

                      For "Program Exit" staff activity, all rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 10
                      • and common_logs.screen_type = 4

                      • and activity DateTime (common_logs.date) is within [report date range]

                      • and client_programs.ref_agency = CURRENT_AGENCY

                      • and client record is not deleted

                      • and client project stay is not deleted

                      • and agency project is not deleted

                      Program Exit Deleted

                      Data Type(s): Program Exit
                      Deleted Option: all; deleted only

                      When an exit screen is deleted or deleted exit screen is updated, a corresponding row is added to the "common_logs" table.

                      For "Program Exit Deleted" staff activity, all rows are selected from the "client_program_demographics" table where:

                      • client_program_demographics.ref_user_updated = STAFF_ID

                      • and client_program_demographics.screen_type = 4

                      • and client_program_demographics.deleted = 1

                      • and client_program_demographics.last_updated is within [report date range]

                      • and client_program_demographics.ref_agency_deleted = CURRENT_AGENCY

                      • and client project stay is not deleted

                      • and client record is not deleted

                      • and agency project is not deleted

                      OR all rows are selected from the "client_programs_log" table where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 10
                      • and common_logs.screen_type = 4

                      • and activity DateTime (common_logs.date) is within [report date range]

                      • and JSON_EXTRACT( common_logs.prev_record, "$.program_date" ) != "null"

                      • and JSON_EXTRACT( common_logs.prev_record, "$.program_date" ) != ""

                      • and JSON_EXTRACT( common_logs.prev_record, "$.program_date" ) IS NOT NULL

                      • and ( JSON_EXTRACT( common_logs.curr_record, "$.program_date" ) = "null"

                        • or JSON_EXTRACT( common_logs.curr_record, "$.program_date" ) = ""

                        • or JSON_EXTRACT( common_logs.curr_record, "$.program_date" ) IS NULL
                          )

                      • and client_programs.ref_agency = CURRENT_AGENCY

                      • and client record is not deleted

                      • and client project stay is not deleted

                      • and agency project is not deleted

                      Program Follow-up

                      Data Type(s): Program Follow-Up
                      Deleted Option: all; not deleted

                      When a follow-up screen is added or an existing follow-up screen is updated, a corresponding row is added to the "common_logs" table.

                      For "Program Follow-up" staff activity, all rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 10
                      • and common_logs.screen_type = 5

                      • and activity DateTime (common_logs.date) is within [report date range]

                      • and client_programs.ref_agency = CURRENT_AGENCY

                      • and client record is not deleted

                      • and client project stay is not deleted

                      • and agency project is not deleted

                      Program Follow-up Deleted

                      Data Type(s): Program Exit
                      Deleted Option: all; deleted only

                      When client follow-up screen is deleted, the"client_program_demographics" table is updated with "client_program_demographics.deleted = 1 AND client_program_demographics.ref_agency_deleted = current_agency AND client_program_demographics.ref_user_updated = staff_id".

                      For "Program Follow-up Deleted" staff activity, all rows are selected from the "client_program_demographics" table where:

                      • client_program_demographics.ref_user_updated = STAFF_ID

                      • and client_program_demographics.screen_type = 5

                      • and client_program_demographics.deleted = 1

                      • and client_program_demographics.last_updated is within [report date range]

                      • and client_program_demographics.ref_agency_deleted = CURRENT_AGENCY

                      • and client project stay is not deleted

                      • and client record is not deleted

                      • and agency project is not deleted

                      Program Status Update

                      Data Type(s): Program Status Update 
                      Deleted Option: all; not deleted

                      When a status update is added or an existing status update is updated, a corresponding row is added to the "common_logs" table.

                      For "Program Status Update" staff activity, all rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 10
                      • and common_logs.screen_type = 3

                      • and activity DateTime (common_logs.date) is within [report date range]

                      • and client_programs.ref_agency = CURRENT_AGENCY

                      • and client record is not deleted

                      • and client project stay is not deleted

                      • and agency project is not deleted

                      Program Status Update Deleted

                      Data Type(s): Program Status Update 
                      Deleted Option: all; deleted only

                      When a status update screen is deleted, the "client_program_demographics" table is updated with "client_program_demographics.deleted = 1 AND client_program_demographics.ref_agency_deleted = current_agency AND client_program_demographics.ref_user_updated = staff_id".

                      For "Program Status Update Deleted" staff activity, all rows are selected from the "client_program_demographics" table where:

                      • client_program_demographics.ref_user_updated = STAFF_ID

                      • and client_program_demographics.screen_type = 3

                      • and client_program_demographics.deleted = 1

                      • and client_program_demographics.last_updated is within [report date range]

                      • and client_program_demographics.ref_agency_deleted = CURRENT_AGENCY

                      • and client project stay is not deleted

                      • and client record is not deleted

                      • and agency project is not deleted

                      Client Referral

                      Data Type(s): Client Referral
                      Deleted Option: all; not deleted

                      When a client referral is added, a corresponding row is added to the to the "common_logs" and "referrals" tables.

                      For "Client Referral" staff activity, all rows are selected from the "common_logs" and "referrals" tables where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 36

                      • and the previous record (prev_record) in the common_log table is equal to null

                      • and there is a correspondent record in the referrals table

                      • and referrals.ref_agency = CURRENT_AGENCY

                      • and activity DateTime (common_logs.date) is within [report date range]

                      • and Referral != Upcoming/Scheduled

                      • and referrals record is not deleted

                      • and client record is not deleted

                      Client Referral Scheduled

                      Data Type(s):

                      Client Referral Scheduled

                      Deleted Option:

                      all; not deleted

                      When a client upcoming referral is added, a corresponding row is added to the "common_logs" and "referrals" tables.

                      For "Client Referral Scheduled" staff activity, all rows are selected from the "common_logs" and "referrals" tables where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 36

                      • and the current record (curr_record) in the common_log table includes is_upcoming = 1

                      • and the current record (curr_record) in the common_log table includes canceled != 1

                      • and the previous record (prev_record) in the common_log table is not equal to null

                        • or there is no previous record in the common_log table that includes is_upcoming = 1

                      • and referrals.ref_agency = CURRENT_AGENCY

                      • and activity DateTime (common_logs.date) is within [report date range]

                      • and referrals record is not deleted

                      • and client record is not deleted


                      Client Referral Canceled

                      Data Type(s):

                      Client Referral Canceled

                      Deleted Option:

                      all; deleted only

                       

                      When Client Scheduled Referral is canceled, the "referrals" table is updated with "referrals.canceled = 1 AND referrals.ref_agency = current_agency AND referrals.ref_user_updated = staff_id" and the correspondent row is added to the "common_logs" table.

                      For "Client Referral Canceled" staff activity, all rows are selected from the "common_logs" and "referrals" tables where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 36

                      • and the current record (curr_record) in the common_log table includes canceled = 1

                      • and there is no previous record in the common_log table that includes canceled = 1

                      • and referrals.ref_agency = CURRENT_AGENCY

                      • and activity DateTime (common_logs.date) is within [report date range]

                      • and referrals record is not deleted

                      • and client record is not deleted


                      Client Referral Deleted

                      Data Type(s): Client Referral
                      Deleted Option: all; deleted only

                      When Client Referral is deleted, the "referrals" table is updated with "referrals.deleted = 1 AND referrals.ref_agency_deleted = current_agency AND referrals.ref_user_updated = staff_id".

                      For "Client Referrals Deleted" staff activity, all rows are selected from the "referrals" table where:

                      • referrals.ref_user_updated = STAFF_ID

                      • and referrals.ref_agency_deleted= CURRENT_AGENCY

                      • and referrals.deleted = 1

                      • and Referral != Upcoming/Scheduled
                      • and activity DateTime (referrals.last_updated) is within [report date range]

                      • and client record is not deleted

                      Service Provided/Service Updated

                      Data Type(s): Service Provided, Service Updated
                      Deleted Option: all; not deleted

                      When a new service is added or updated, a corresponding row is added to the "common_logs" table.

                      For "Service Provided" staff activity, all rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 11
                      • and activity DateTime (common_logs.date) is within [report date range]

                      • and client_services record is not deleted

                      • and client_services.ref_agency = CURRENT_AGENCY

                      • and service item record is not deleted

                      • and service record is not deleted

                      • and client record is not deleted

                      In addition, if the conditions below are true the service is pulled as “Service Provided;” in other cases, the service is pulled as “Service Updated”

                      • and ( IFNULL( JSON_LENGTH( common_logs.prev_record ), 0 ) = 0

                        • or IF( common_logs.prev_record IN ( ““, [““], “null“ ), 0, 1 ) = 0 )

                      • and JSON_EXTRACT( common_logs.curr_record, "$.id" ) IS NOT NULL

                      Service Deleted

                      Data Type(s): Service Provided, Service Updated
                      Deleted Option: all; deleted only
                      When a service is deleted, the "client_services" table is updated with "client_services.deleted = 1 and client_services.ref_agency_deleted = current_agency" and client_services.ref_user_updated= staff_id".

                      For "Service Deleted" staff activity, all rows are selected from the "client_services" table where:

                      • client_services.ref_user_updated = STAFF_ID

                      • and client_services.deleted = 1

                      • and client_services.ref_agency_deleted= CURRENT_AGENCY

                      • and client_services.last_updated is within [report date range]

                      • and service item record is not deleted

                      • and service record is not deleted

                      • and client record is not deleted

                      Unit/Bed Assignment

                      Data Type(s): Unit/Bed Assignment
                      Deleted Option:  all; not deleted

                      When an existing Unit/Bed Assignment is created or updated, a corresponding row is added to the "common_logs" table.

                      For "Unit/Bed Assignment (Enrollment)" staff activity, all rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 34

                      • and Unit/Bed is Occupied through a direct assignment through an enrollment

                      • and activity DateTime (clients_log.date) is within [report date range]

                      • and unit_occupancy.ref_agency = CURRENT_AGENCY

                      • and the client record/assignment is not deleted

                      For "Unit/Bed Assignment (Referral)" staff activity, all rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID

                      • and common_logs.source_table = 34

                      • and Unit/Bed is Occupied through a referral to the unit/bed

                      • and related Referral != Upcoming/Scheduled
                      • and activity DateTime (clients_log.date) is within [report date range]

                      • and unit_occupancy.ref_agency = CURRENT_AGENCY

                      • and the client record/assignment is not deleted

                      For "Unit/Bed Assignment (Pending Assignment)" staff activity will populate data based on referral-connected household members.  All rows are selected from the "common_logs" table where:

                      • common_logs.ref_user = STAFF_ID
                      • and common_logs.source_table = 34
                      • and Unit/Bed is Referred 
                      • and activity DateTime (clients_log.date) is within [report date range]
                      • and unit_occupancy.ref_agency = CURRENT_AGENCY
                      • and the client record/assignment is not deleted
                      Unit/Bed Assignment (Deleted)
                      Data Type(s): Unit/Bed Assignment
                      Deleted Option: All;Deleted Only

                      When Unit/Bed Assignment is deleted, "unit_occupancy" table is updated with "unit_occupancy.deleted = 1 AND unit_occupancy.ref_agency_deleted = current_agency AND unit_occupancy.ref_user_updated = staff_id".

                      For "Unit/Bed Assignment (Enrollment) Deleted" staff activity, all rows are selected from the "common_logs" table where:

                      • unit_occupancy.ref_user_updated = STAFF_ID

                      • and unit_occupancy.deleted = 1

                      • and Unit/Bed is Occupied through a direct assignment through enrollment

                      • and unit_occupancy.last_updated is within [report date range]

                      • and unit_occupancy.ref_agency_deleted= CURRENT_AGENCY

                      • and client record is not deleted

                      • and agency project is not deleted

                      For "Unit/Bed Assignment (Referral) Deleted" staff activity, all rows are selected from the "common_logs" table where:

                      • unit_occupancy.ref_user_updated = STAFF_ID

                      • and unit_occupancy.deleted = 1

                      • and Unit/Bed is Occupied through a referral to the unit/bed

                      • and related Referral != Upcoming/Scheduled
                      • and unit_occupancy.last_updated is within [report date range]

                      • and unit_occupancy.ref_agency_deleted= CURRENT_AGENCY

                      • and client record is not deleted

                      For "Unit/Bed Assignment (Pending Assignment) Deleted" staff activity will populate data based on referral-connected household members. All rows are selected from the "common_logs" table where:

                      • unit_occupancy.ref_user_updated = STAFF_ID
                      • and unit_occupancy.deleted = 1
                      • and Unit/Bed is Referred
                      • and unit_occupancy.last_updated is within [report date range]
                      • and unit_occupancy.ref_agency_deleted= CURRENT_AGENCY
                      • and client record is not deleted
                      • and agency project is not deleted

                      Updated: 06/17/2026