Apricot for Homelessness Walkthrough

Complete the Organization and Project forms first. These forms must be completed before individual level data can be entered. These data points feed the conditional logic that drives the question workflow.

Step 1 – Create Organization Record

Click “Organization” on the left navigation bar. Add your organization name and click “Save Record”. This step only needs to be completed once.

Step 2 – Create Project Record

Click “Project” on the left navigation bar. Fill out all required project related fields. Under “Linked Records”, link the organization you just created in step 1 by clicking the “Add” button

Search for the organization you just added and click the Name. 

Click the X on the top right corner to get back to the “Project Record”

Click “Save Record” and click “Continue” at the top

Repeat the linking process for the “Link to Continuum of Care Records” and “Grants”. Be sure to “Save Record after each one.

Click the “Add” button for the “Additional Project Information” linked record. Search and find the project you just created. Click the green “New” link to link the records.

On the “Additional Project Information”, click the “New” button under Link to Bed Inventory

Fill out the Bed Inventory form and click “Store Linked Record”. Finish completing the required fields for the “Additional Project Information” and click “Save Record”. “X” out of the record and click “Save Record”

Continue adding additional projects if you want to play around with more than one project.

Step 3 – Creating an Individual Record

On the left navigation bar, click Individuals.

Complete the required fields and click “Save Record”. Click “Continue” at the top of the screen. If you have chosen “Yes” for “Veteran Status”, you’ll notice additional fields will appear. Complete this fields and click “Save Record”. 

Next step is to add the Household Information. Click the “Add” button under Linked Household Records. You can search for existing households to link or create a new one. To create a new household, click the “Create New” button at the top of the pop-up window. 

Add the Household Name and click “Save Record”. Click “Continue” at the top. 

Now it’s time to create a program enrollment record. Click the “Add” button under “Enroll Each Member of the Household”. Search for the individual you just added and click the green “New” link.

Next step is to link your new individual to the project. Click the “Add” button under “Link to Projects”. Search for the project you created and click the green link for the name of the project.

Fill out the rest of the fields and click “Save Record”. 

Next step is to complete the “HMIS Start/Exit Assessment”. Click the “New” button to create the record. 

Complete the required fields and click “Save Linked Record”.

Next step is to add the “Income and Benefits Start/Exit Assessments”. Click the “New” button. Fill out the required fields and click “Save Linked Record”.

Repeat Step 3 to add more individuals to your project.


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