This page provides an outline and links to the core CoDa requirements for Compass Family Shelter staff. If you don't see what you're looking for here, use the main search bar to search by topic or keyword.
1. CoDa Basics (all CoDa users)
Important! If you are a new CoDa user or need a refresher on CoDa basics, make sure to review the CoDa Introductory Guides first.
2. Intro to Compass Family Shelter
- Shelter Program Model
- Shelter Performance Management Requirements - see Page 1 of the "Cheat Sheet" for shelter requirements and Pages 8-9 for definitions
3. Shelter Case Record
- Shelter Case Record Workflow
- Shelter Program Status & Exit Reasons - see pages 1-2
4. Client Engagement
- Entering Service Entries & Progress Notes (all CoDa users)
- Shelter Service Entry Definitions - see pages 3-4
5. Room Occupancy
- Entering Room Occupancy - The "Room Occupancy" object is used to track the client's room/unit number and move-in/move-out details and is required for all enrolled clients at shelter.
6. Checklists & Consent Forms
- Uploading Files (all CoDa users)
7. Assessments
- Family Assessment Matrix: The Compass Family Assessment Matrix or “FAM” is a tool that case managers use to track their client’s level of stability on 14 different categories over time. Case Managers at shelter are responsible for conducting a FAM assessment within the first 30 days of the client moving into shelter and then every 90 days thereafter.
8. Housing Trackers (all CoDa users)
Shelter staff are required to enter housing trackers for clients at INTAKE, ENROLLMENT and PROGRAM EXIT.
- Intake: Refers to the client's living situation prior to moving into shelter.
- Enrolled: The family's living situation while enrolled in the program. For shelter, Living Situation = Emergency Shelter, Facility = Compass Family Shelter.
- Program Exit: The family's living situation when they exit shelter.
For more specific definitions and instructions on how to enter the living situation using the housing tracker, visit the following links:
9. Income Tracker
Shelter staff are required to collect client income on a quarterly basis (and update income if it changes during the quarter). All earned income, cash, and non-case benefits are tracked on the Income Tracker. For instructions on how to enter income into CoDa, visit the following links.
10. Grievances