This article explains how System Administrators with the appropriate permissions can add, update, and delete the records that appear in the Resource Directory and/or the Community Info section of the Customer Portal.
Overview
When the Customer Portal is included in a system’s subscription, the Advanced Options sidebar under SETUP > SETTINGS will include a Resource Directory link.
Clicking that link displays the RESOURCE DIRECTORIES page, which is divided into sections for Active and Inactive resources.
Creating a New Record
Users with the Create Resource Directory permission can add a new Resource Directory and/or Community Info record by clicking ADD NEW RECORD.
The ADD NEW RESOURCE page appears.
- Enter a Title for the record.
- Select a Record Type
- An “Article” will appear in the Community Info section of the Customer Portal.
- A “Resource” will appear in:
- The Resource Directory section of the Customer Portal.
- The Resource Directory within Clarity (for users with the Resource Directory access permission).
- An “Article & Resource” will appear in:
- The Community Info and Resource Directory sections of the Customer Portal.
- The Resource Directory within Clarity (for users with the Resource Directory access permission).
Additional settings (described below) will appear depending on your selection.
- Select a Status
- The default selection is “Active.”
- A record with an “Inactive” status will not appear in the Customer Portal.
- Select an Expiration Threshold:
- Select the number of days after which the record will become Inactive.
OR - Select “None” for a record that will not become Inactive.
- Select the number of days after which the record will become Inactive.
- Select a Resource Category
- Selection options for this field (resource_directory_resource_category) can be created in the FIELD EDITOR.
- Enter the content of the article/resource into the text box.
- Type the desired text, using the text-editing tools as needed to create bold/italicized/underlined text, headings, numbered lists, or bulleted lists.
- Add images, tables, and links as needed.
Additional Settings for Articles
If you select “Article” or “Article & Resource” for the Record Type, a Display on Portal Dashboard setting appears. When this setting is enabled, the Article will be highlighted at the top of the client’s Customer Portal dashboard.
Only one Article can have this setting enabled at any time, however, so Display on Portal Dashboard must be disabled for all other records before you can enable it for any record.
Additional Settings for Resources
If you select “Resource” or “Article & Resource” for the Record Type, additional fields appear for entering details about the resource.
- You may complete the Agency Name, Program Name, and Geolocation fields manually or click USE EXISTING HMIS PROGRAM to pull this information in from an existing program.
- If you click SELECT HMIS PROGRAM, the SELECT HMIS PROGRAM pop-up will appear. Select the Agency Name, Program Name, and Program Site, then click SAVE.
- If you click SELECT HMIS PROGRAM, the SELECT HMIS PROGRAM pop-up will appear. Select the Agency Name, Program Name, and Program Site, then click SAVE.
- Turn on Community-Wide Resource to make the Geolocation field optional. If it is not enabled, Geolocation will be required.
- The remaining fields [Address (line 2), Contact Person, Contact Number, Contact Email, and Website] are optional.
Click ADD RECORD to save the Article/Resource. The Article/Resource will then appear on the RESOURCE DIRECTORIES page under the Active or Inactive heading as appropriate.
Editing an Article/Resource
Users with the Edit Resource Directory permission can edit an Article or Resource by hovering over it on the RESOURCE DIRECTORIES page and clicking the Edit icon.
Deleting an Article/Resource
Users with the Delete Resource Directory permission can delete an Article or Resource by hovering over it on the RESOURCE DIRECTORIES page and clicking the trash can icon.
Published: 02/10/2025