Toledo HMIS Training


How to Create a CAPER Report,
July 19th, 2018

Best viewed at 406 quality in full screen mode…

HUD HMIS Standards Changes in ServicePoint,
October 1st, 2017 (sound required)

Best viewed at 720 quality in full screen mode…

End User Training — July 25th, 2017 (Q2)

  • Training Agenda [pdf]
  • Interim/Annual Procedures [pdf]
  • New APR Insturctions [pdf]


Using Case Manager Functionality in ServicePoint (Video Walkthrough)

2016 Q3 End User Training (09/19/2016)

Video Walk-Throughs

HUD Mandated Changes For October 1, 2014 (Sept. 25, 2014)

Workflow Charts

General Entry/Interim/Exit Workflow (pdf)

Update to Income & Transfer Income to HoH from Child via Interim (pdf)

Video Walk-Throughs

Client Creation

  1. Entry Demonstration #1 demonstrates:
    • Search for Existing Client
    • Create Household
    • Add Child to Household
    • Create HUD CoC/ESC Entry Assessment for Parent
    • Create Racial Sub-Assessment for Parent
  2. Entry Demonstration #2 demonstrates:
    • Adding Child Assessments (The Hard Way)
  3. Entry Demonstration #3 demonstrates:
    • Assessment Tab: Please use …
    • Measurements: Full SPDAT
    • Case Plans: Upload Case Files
    • Complete Chid’s Universal Information from Client Profile Tab
  4. Update & Annual Interims demonstrates:
    • Creation of the Update Interim for the Parent
    • Creation of the Annual Interim for the Parent
  5. ShelterPoint Entry (Interim and Exit) demonstrates:
    • Creation of Entry Using ShelterPoint
    • Shows where Interim and Exits are located

ART Walk-Throughs

  1. ART Schedule Report demonstrates how to schedule a report in ART