HMIS Training
Welcome to ECHO HMIS training page for ServicePoint. On this training page you will be able to access training material for basic ServicePoint functions, HUD policies, and much more. If you are a new agency interested in joining ServicePoint you can enter a help desk ticket here to contact our HMIS director for details.
If you are a new user at an existing agency you will be required to attend a new user training as well as complete some additional agency specific training before you get started. New User Training is designed for staff members who will need to start using ServicePoint. This training is required of all new ServicePoint users before access to the protected ServicePoint website. This training will cover history, importance of data, ethics, and basic ServicePoint overview. Once this New User training is complete new users will be required to complete their agency specific training as well.
Upcoming HMIS Trainings
- September 27th, 2023 2:00-3:00 pm (HMIS Training Office Hours) VIRTUALLY
- September 20th, 2023 (Agency Admin Training) VIRTUALLY
- September 20th, 2023 (SAP BO Training) VIRTUALLY
- (New User Training) Learning Management System VIRTUALLY
ServicePoint Links
New User Training
New User Training is designed for staff members who will need to start using ServicePoint. This training is required of all new ServicePoint users before access to the protected ServicePoint website. This training will cover history, importance of data, ethics, and a basic ServicePoint overview.
The first half of HMIS New User Training is completed within a learning management system (LMS)
After all trainings are completed within the LMS, you will be contacted to register for the data entry portion of training. Data entry training will be held virtually through zoom. .
To register for HMIS Training click here (Current Agency Admin Only)
Once the Learning Management System portion of training is complete, I will register staff for program specific Data Entry training. The data entry training schedule is below.
September 19th- 9:30-12:30 pm– RRH/PSH/BSS+ DE Training
September 21st- 9:30-12:30 pm– Outreach and Navigation DE Training
September 28th -1:00-4:00 pm- Emergency Shelter Training
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Agency Admin Training
Agency Admin training is required of all current or new ServicePoint users who are stepping up into the role of Agency Administrator. The Agency Admin at each agency is our point of contact for ServicePoint and is required to submit certain reports to our HMIS team each month, train new users in agency specific ServicePoint workflow, and attend an HMIS workgroup meeting on the third Friday of every month. The Agency Admin must go through a New User training prior to completing an Agency Admin training. If you have any questions in regards to becoming an Agency Admin please fill out an Help Desk ticket and out HMIS support team will get back with you asap.
Training dates:
- September 20th, 2023
HMIS Agency Admin training will be held from 1:00-2:00 pm
Additional training dates will be added as necessary when a new Agency Admin comes on board.
To register for HMIS Training click here (Current Agency Admin Only)
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Business Objects (BO) Training
The purpose of ART Training is to learn how to run reports using the Advanced Reporting Tool that is linked to our HMIS system, ServicePoint.
Training dates:
- September 20th, 2023
HMIS Business Objects training will be held from 2:00-3:00 pm
Training dates will be added as necessary when a new Agency Admin comes on board or someone gets an BO license.
To register for HMIS Training click here (Agency Admin Only)
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HMIS Training Office Hours
HMIS Training Office Hours are offered to provide more individualized HMIS support. Bring any HMIS questions you have and those will be answered for you.
Training dates:
- September 27th , 2023
HMIS Training Office Hours will be held from 2:00-3:00 pm
To register for HMIS Training click here
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Training Support & Materials
If you have any training related questions or need training support please submit an HMIS help desk ticket selecting the “training” category and explain your request in the text box at the bottom.
New HMIS Documents
ROI Cancellation Form (2014)
Steps to Minimize Duplicated RoIs
HMIS Guides & Tools
2021 HMIS Satisfaction Survey FAQs
Annual Assessment
Night by Night Shelter Guide
Annual Assessment vs. Interim Update Guidelines for End Users 4.18.17
ROI Workflow Guide
How to Create Case Notes in HMIS
ART Data Completeness Report Card Guide
How To Record Disability in HMIS
Client Households
Agency Admin Guides & Tools
Online Training & Webinars
RoIs and Housing Move-in Date Training
Defining Chronic Homelessness Final Rule
Household’s Training Video
Household’s Program Entry/Edit Video
Interim Update Training