RETIRED Homeless Management Information System (HMIS) Resources

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Homeless Management Information System (HMIS) Resources

The Homeless Management Information System (HMIS) is a local information technology system that is used by homeless service providers to collect confidential client-level data including demographics, history of homelessness and services accessed, and service need.

The program was developed in response to a mandate by Congress requiring states to collect data in order to receive funds from the U.S. Department of Housing and Urban Development (HUD) to address homelessness.

In Sacramento and Yolo counties, HMIS is managed by Sacramento Steps Forward.

For HMIS forms and documents, please visit our Helpful Materials page.

Contact our HMIS Team at HMIS@SacStepsForward.org

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HMIS Training Videos

HMIS New User Training (Please refer to the Access Role Page to see what videos are required.)

HMIS Training Video Part 1
HMIS Training Video Part 2
HMIS Training Video Part 3
HMIS Training Video Part 4
VI-SPDAT Training
Shelter Survey Training (Meadowview Shelter)
COVID 19 Survey Training
Report Trainings
- Reports: A Quick Overview (coming soon)
- ROI Reporting (coming soon)
- Program Roster Report – Looking for Errors (coming soon)
- HMIS Data Quality Report (coming soon)
- Staff Access Reports (coming soon)
- Security Audit checklist (Sacramento CoC) coming soon
New Staff Resources

HMIS Staff Access Roles

Access Role	Number of Users per Agency	Required Training	Primary / Additional / Both
Agency Staff – Agency Manager	1 Per Agency*	HMIS New User VI-SPDAT Trainings (Report Training SOON)	Primary*
Agency Staff – Program Manager	Limited by Number of Agency’s Programs	HMIS New User VI-SPDAT Trainings (Report Training SOON)	Both
Agency Staff – Direct Service Staff WITH Assessments	Not Limited	HMIS New User VI-SPDAT Trainings	Both
Agency Staff – Direct Service Staff – NO Assessments	Not Limited	HMIS New User Training	Both
Agency Staff – Services Only	Not Limited	Services Only Training	Primary / Both
Agency Staff – Assessor Only	Not Limited	HMIS New User VI-SPDAT Trainings	Additional Agency Only
Agency Staff – Read Only Rights	Not Limited	HMIS New User Training	Both
Reporting & Monitoring Only	Not Limited	HMIS New User (Report Training SOON)	Both

Brief Description of Each Access Role

Services Only: Limited viewing access in HMIS. Create Services within active program enrollments, notes, and public alerts only.
Direct Service Staff NO Assessments: View/Create/Edit Client records, program enrollments, services, contacts, locations, files, notes, and public alerts. Limited to viewing only of Client Assessments. (CANNOT conduct the VI-SPDAT) Access to Report Library & Data Analysis build.
Direct Service Staff WITH Assessments: View/Create/Edit Client records, program enrollments, services, assessments, contacts, locations, files, notes, and public alerts. Access to Report Library & Data Analysis build.
Assessor Only: View/Create/Edit Client records, assessments, contacts, locations, notes, and public alerts. Limited viewing access of client records. No access to reporting features.
Read Only Rights: Limited viewing access only.
Reporting and Monitoring Only: Viewing access with access to Report Library & Data Analysis build.
Program Manager: In additional to having same access as Advanced Direct Service Staff, access to limited delete rights.
Agency Manager: In additional to having same access as Advanced Direct Service Staff, access to limited delete rights, and ability to build and SAVE Data Analysis reports. (Agencies will be limited on the number of staff that have this access role.)