Local Community Entity HIFIS Training (BC)

This training covers the high-level administrative functions that Community Entities, in their role as a local administrator of the BC Housing instance of HIFIS, might be expected to perform.  Topics covered include: user accounts; programs; reports; configuration for admissions, housing placements, food banks, waiting lists, and goods and services modules; lookup tables; the directory of services; people; custom tables and questionnaires; and various administrative tasks.

Total learning time is around 2.5 hours.

🔐 User Rights and Accounts

The Users module is used to view, edit and create user accounts at your service provider. The users are the individuals who do the daily tasks at your service provider. Users need an account in order to input data into HIFIS.

Users are assigned Rights which are often organized into Rights Templates that determine what Users are capable of doing in HIFIS.

Introduction-To-User-List 2022-09-30 22
Introduction to the user list

Admin - Add User V59 2022-09-30 22
How to create a user account

How-To-Reset-Another-User-S-Password 2022-09-30 22
How to reset another user's password

How-To-Unlock-A-Locked-User-Account 2022-09-30 22
How to unlock a locked user account

👩‍💻 Administration

Various supervisory and administrative functions.

How-To-Use-The-Hifis-Audit-Log 2022-09-30 22
How to use the HIFIS audit log

Admin - Merge Two Files 59 2022-09-30 22
How to merge two client files

🏷️ Programs

The Programs module is used to define the programs used by the service provider to fund services received by a client. Programs can be linked to stay or non-stay activities, such as Goods and Services or Food Bank records . In addition, fixed costs can be associated to programs. 

Admin-Programs 2022-11-17
How to set up and administer programs

📊 Reports

The Reports module is used to generate reports. Reports can be high-level for system analysis (eg. monthly inflow/outflow, funding requirements), or simply provide a useful output for front line staff (eg. a bed list, case management overview).

Running-Reports 2022-11-06
How to run a report in HIFIS

🛏️ Rooms and Beds

Rooms and Beds are referenced in the Admissions module.

How-To-Set-Up-Rooms 2022-11-09
How to set up rooms for the Admissions module

How-To-Set-Up-Shelter-Beds-1 2022-11-09
How to set up shelter beds

How-To-Put-Beds-Into-And-Out-Of-Service 2022-11-09
How to put beds into and out of service

🏠 Housing Unit Inventory

The Housing Unit inventory is referenced by the Housing Placement module.

Understanding-The-Housing-Unit-Inventory 2022-11-11
Understanding the housing unit inventory

How-To-Add-A-Housing-Unit-To-The-Inventory 2022-11-11
How to add a housing unit to the inventory

🎫 Service Inventories

Some modules, including the Goods & Services module and the Food Banks module, allow users to configure what items are able to be provided to clients.

Food Bank - Inventory 2017
How to set up your food bank inventory

Goods Services - Express Goods Templates
How to set up express goods templates

Goods Services - Express Service Templates
How to set up express service templates

⌛ Waiting Lists

The Waiting List module is used to keep track of clients who are currently waiting for a service from the service provider.

Waiting Lists - Manage 2017
How to set up waiting lists

🔍 Lookup Tables

A look-up table contains the values in a drop-down menu in HIFIS 4. For example, there'll be a look-up table for the Gender drop-down menu on the Client Vitals screen, and a different look-up table for the Housing Type drop-down menu on the Housing History screen. If you modify the values in a look-up table, it'll change what options are shown in that drop-down menu.

Admin-Lookup-Tables 2022-11-17
How to manage options in drop-down menus

👩🏾‍⚕️ People & Places

The Directory of Services module is used to record the location and contact information for various Places used in multiple HIFIS modules, such as a pharmacy for when you’re adding Medication records or a school for Education records.

The People module allows users to record and update the contact information for all people in the HIFIS database. The term “People” refers to individuals who do not have a direct role at your service provider, like users, but are linked indirectly. For example, track the contact information of a client’s landlord or physician.

People 2017
How to add and manage non-client, non-user people

Admin-Places 2017
How to add and manage places

📝 Custom Forms

The Questionnaires module can be used by service providers who want the ability to design their own custom surveys and questionnaires. These can be used to collect additional information about clients, or to obtain client feedback on the services they received.

The Custom Tables module is used to create customized pages within HIFIS for service providers whose needs exceed the defaults of the application. Custom tables are attached to existing modules within HIFIS.

Questionnaires-Supervisors 2022-11-17
How to create and use questionnaires (surveys)

Admin-Custom-Tables 2022-11-17
How to manage custom tables

How-To-Change-The-Name-Of-The-Custom-Tables-Tab 2022-11-17
How to change the name of the custom tables tab

⚙️ Settings

This section includes a variety of settings that can be configured in HIFIS, whether for the whole system ("Application Settings") or for a single cluster or service provider.

ACRE Consulting Sharing Service Information
How to change the data sharing settings related to client management

How-To-Let-Youth-Also-Be-Family-Heads 2022-11-16
How to let youth also be family heads

How-To-Set-Up-Demographic-Visibility-Settings-For-A-Service-Provider 2022-11-16
How to set up demographic visibility settings for your service provider

How-To-Set-Mandatory-And-Disabled-Fields 2022-11-16
How to set mandatory and disabled fields