Table of Contents for FreshDesk

Modified on Thu, 19 Feb at 10:24 AM

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 & 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	Backdating a Shelter Stay
Adding a New User	COORDINATED ENTRY
Agency Admin Responsibilities	Lane County Front Door Assessor Request	TRAINING
Agency Admin Training	Front Door Assessor Training and Tools	HMIS Training
Managing User Access and Passwords	Creating a Front Door Assessment	Training Information and Ask the HelpDesk Dates
What New User Orientation Covers	Why is my FDA not showing up?	WORKFLOWS
MEETING MINUTES	CWL Eligibility	Clients Module Workflow
ASSESSMENT GUIDES	3 Year Housing History Tips	Homelessness Prevention (HP) Workflow
Documenting Client Death	Flowchart of HUD's Definition of Chronic Homelessness	Host Home Workflow
Entry Assessment Tips	Vulnerability Assessment Questions
Gender Question Definitions	Processing a Referral from Coordinated Entry	Joint TH/RRH Workflow
Household Data Sharing	Processing a Coordinated Entry Referral for De-Identified Participants	Lateral transfers
HUD Verification Tables	REPORTS	Long-Term Rent Assistance (LTRA) Workflow
Living Situations & Exit Destinations	How to Access Business Objects	LG Street Outreach Workflow
Navigating Length of Time Homeless	New Business Objects Settings
CLIENTS MODULE	ESG CAPER and CoC APR	PATH Workflow
Finding/Creating a New Client Record	Data Completeness Reports	Permanent Supportive Housing (PSH) Workflow
Profile Tab	Quarterly CDBG Reporting	Rapid Rehousing (RRH) Workflow
Households Tab	Creating Reporting Groups	Scans Workflow
ROI Tab	Fund Usage Report	Shelter Module Workflow
Entry/Exit Tab	Referrals Report	Street Outreach (SO) Workflow
Case Managers and Case Plans Tab	Bed Utilization Report	Veteran Status & Eligibility
Measurements	Shelter Stays DQ Report
Interim Reviews	Daily Unit Report
Client Joins Household after Entry	RRH & PSH Enrollments and Move-in Dates
Deleting Client Entry or Exit