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.)