• HMIS Access Request Form

    HMIS Access Request Form

  • Welcome to the HMIS Access Request Process for Sacramento & Yolo Counties

    Supervisors from agencies participating in Homeless Management Information System (HMIS) can utilize this form to request, transfer, upgrade, and deactivate access for their employees (HMIS End Users). For more information about the HMIS Access Request Process, please visit our webpage.

    Form Requirements: Please use work email addresses and phone numbers associated with the Supervisor's or HMIS End User's organization. This form is to be completed by supervisors or agency representatives, not the HMIS End User. 

    This form is intended for agencies already established in the Sacramento and Yolo County HMIS. New agencies interested in joining please visit our webapge to establish your agency in HMIS, New Agencies and Programs.

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  • Please enter a valid email address: This form must be completed by a supervisor or agency representive other than the HMIS End User as this form indicates what level of access the HMIS End User needs. Collecting essential information, such as the employee's correct name, work contact details, and required access levels, is crucial for setting up or upgrading their HMIS account effectively.

  • HMIS Access Request Form

    HMIS Access Request Form

  • Additional Agency Accesses

    Please select any additional agencies the user will need to access in HMIS.
  • HMIS Access Request Form

    HMIS Access Request Form

  • HMIS Access Role Descriptions

    HMIS access roles enable or restrict viewing and editing rights for HMIS End Users. The majority of HMIS End Users have Direct Service Staff level access.

  • Below are the access roles to choose from:

    • Direct Service Staff: Direct Service Staff is our most commonly used access level. Users are able to view/create/edit client records, program enrollments, services, assessments, contacts, locations, files, notes, and public alerts. They can also access the report library and run many of the canned and custom reports in the system. 
    • Services Only: This access role has very limited viewing access in HMIS. Other than viewing some of the information in the system, this access level can create services within active program enrollments, add notes, and add public alerts. They CANNOT complete assessments, refer clients, or enroll/exit clients from programs.
    • Supervisory Access: Designed for users who supervise other staff. In addition to the abilities of someone with Direct Service Staff access, they also have limited rights to delete information in the system, access to reports that allow them to monitor staff activity, and the ability to create their own custom reports in the Data Analysis section.
    • Reporting and Monitoring Only: This is a special access level for users who DO NOT enter or edit client program enrollments but are pulling report data to monitor the program's results. This access level allows the user to view all of the information for program enrollments, run both canned report and custom reports, and build and save their own data analysis reports.

  • Below are the access role upgrades to choose from: 

    • Upgrade to Direct Service Staff: This short assessment allows users to upgrade from Services Only to Direct Service Staff to allow access to assessments in HMIS.
    • Upgrade to Supervisory Access: This brief assessment allows user to upgrade from Direct Service Staff to Supervisory Access.
  • HMIS Access Request Form

    HMIS Access Request Form

  • HMIS User Deactivation

  • Thank you for your submission regarding this HMIS user who is no longer affiliated with your organization.  We will deactivated their HMIS account within 24 hours, so they will no longer have access to the system.  If you have any questions or need any additional assistance, please let us know.

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  • HMIS Access Request Form

    HMIS Access Request Form

  • Next Steps

  • Once you submit this form, the HMIS End User's supervisor will receive a request to complete a Staff Verification Form and the HMIS End User will receive additional instructions from our HMIS Team. For more information about the HMIS Access Request Process, please visit our webpage or email the team at hmis@sacstepsforward.org.

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