HMIS New User Registration Form
THIS FORM NEEDS TO BE FILLED OUT BY SUPERVISORS OR OTHER AGENCY REPRESENTATIVES

This is the first step in requesting new user access. Following this, you will need to provide the new user's documentation, which can be found on our website below.  Once we have received the documentation, we will email the new user with training information.  Please note: this request will expire if we do not receive new user documentation in a timely manner.

For more information about the new user process, please visit our website:
https://sacramentostepsforward.org/resources/helpful-materials/
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New User's First Name *
New User's Last Name *
New User's Work Email Address *
Please no personal emails - HMIS cannot send credentials to free email accounts
New User's Work Phone Number *
Please no personal numbers
New User's Supervisor *
Supervisor's Email Address *
Name Executive Director *
Executive Director's E-mail Address *
Continuum of Care(CoC) *
HMIS Access Role Descriptions
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, Shelter Survey, OR ANY Assessment within the Assessment Tab)  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.

Read Only Rights:  Limited viewing access only.

Reporting and Monitoring Only:  Viewing access with access to Report Library & Data Analysis build.

Supervisory Access:  In additional to having same access as Direct Service Staff WITH Assessments, access to limited delete rights, the ability to build Data Analysis reports, and access to reports to monitor staff.

Administrative Access: In additional to having same access as Supervisory Access, the ability to SAVE Data Analysis reports.  (Agencies will be limited on the number of staff that have this access role.)
What access role are you requesting for this new user ? *
Primary Agency Name *
If you selected "Other" for Agency, please write in your Agency's name.
(Please note, if your Agency is not in the drop down selection, it may not be in HMIS yet.)
Will the new user require access to other agencies to perform your job duties? *
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