Table of Contents for FreshDesk

Modified on Thu, 15 Aug at 1:26 PM

Freshdesk is organized into six main folders (listed above). The Training Guides folder includes subfolders for: Assessment Guides, Clients Module, Data Sharing and Privacy, Reports, Service Transactions, and Shelters Module.

Important Items	Data Sharing and Privacy	Service Transactions
What's New on the HelpDesk	Enter Data As Mode	Making, voiding, deleting Service Transactions
Intake Forms	Clients Under 18 Workflow- LG only	Service Type Table
User Agreements, Project Set Up Form, & Privacy Documents	ROI and Privacy Script	Rent Assistance Service Transactions
HMIS Manuals (HUD & OHCS)	Processing Limited Visibility Request	Shelters Module
How is HMIS Data Used?	Data Security Reminders	How to Check if Entry/Exits were done through Shelters
Agency Admins	Sharing Files through HMIS	Processing Referrals
Adding a New User	Coordinated Entry	Backdating a Shelter Stay
Agency Admin Responsibilities	Front Door Assessor Training and Tools	Training
Agency Admin Training	Creating a Front Door Assessment	HMIS Training
Managing User Access and Passwords	Why is my FDA not showing up?	Training Information and Ask the HelpDesk Dates
What New User Orientation Covers	CWL Eligibility	Workflows
Meeting Minutes	3 Year Housing History Tips	Clients Module Workflow
Assessment Guides	Flowchart of HUD's Definition of Chronic Homelessness	Homelessness Prevention (HP) Workflow
Documenting Client Death	Processing a Referral from Coordinated Entry	Host Home Workflow
Entry Assessment Tips	Reports	Housing Navigation Workflow
Gender Question Definitions	How to Access Business Objects	Joint TH/RRH Workflow
Household Data Sharing	New Business Objects Settings	Lateral transfers
HUD Verification Tables	ESG CAPER and CoC APR	LG Street Outreach Workflow
Living Situations & Exit Destinations	DQ Abbreviation Guide	Long-Term Rent Assistance (LTRA) Workflow
Navigating Length of Time Homeless	Quarterly CDBG Reporting	OASIS Shower Workflow
Clients Module	Creating Reporting Groups	PATH Workflow
Finding/Creating a New Client Record	Fund Usage Report	Permanent Supportive Housing (PSH) Workflow
Profile Tab	Referrals Report	Rapid Rehousing (RRH) Workflow
Households Tab	Bed Utilization Report	RRH & PSH Training Recording
ROI Tab	Shelter Stays DQ Report	Rural Warming Center Workflow
Entry/Exit Tab	Daily Unit Report	Scans Workflow
Case Managers and Case Plans Tab	Service Transaction DQ Report	Shelter Module Workflow
Measurements	RRH & PSH Enrollments and Move-in Dates	Street Outreach (SO) Workflow
Interim Reviews	Client Served Report	Veteran Status & Eligibility
Scheduling Follow Up Notifications	DQ for RHY Assessments
Client Joins Household after Entry	DQ for YHDP Assessments
Deleting Client Entry or Exit