This page provides an outline and links to the core CoDa requirements for CHLS staff. If you don't see what you're looking for here, use the main search by to search by topic or keyword.
Important! If you are a new CoDa user or need a refresher on CoDa basics, make sure to review the CoDa introductory guides first.
1. Intro to CHLS
- CHLS Program Model
- CHLS Performance Management Requirements
2. CHLS Case Record
- CHLS Workflow
- CHLS Data Entry Requirements - see pages #-# for Program Status and Exit Reason Definitions
3. Client Engagement
- Entering Service Entries & Progress Notes (all CoDa users)
- CHLS Service Entry Guidelines - See pages #-# for Engagement Type and Engagement Method definitions.
4. Tracking Living Situation (all CoDa users)
CHLS staff are required to track the living situation of clients when they enter the program, are housed, and at program exit (if applicable). This is ONLY required for clients who end up participating in Housing Search. Clients who participate in workshops only do not need housing trackers.
Living situation is tracked using the HOUSING TRACKER. There are three different housing tracker stages:
- Intake: Refers to the client's living situation at intake. [Required for all clients who participate in housing search]
- Enrolled: The family's living situation if they move while still enrolled in the program. CHLS staff will not typically select this option. In most cases, the client will secure housing and will then be exited from the program.
- Program Exit: The family's living situation when they exit the program. If the client's living situation remains the same between enrollment and exit, you still need to enter a new program exit housing tracker. [Required for all clients who participate in housing search.]
For more specific definitions and instructions on how to enter the living situation using the housing tracker, visit the following links:
5. Tracking Workshops (Groups/Classes)
6. Housing Navigation Assessments
All clients who are referred to CHLS and/or self-refer through participation in a workshop will have the opportunity to receive a Housing Assessment conducted by the Housing Navigator.
- Log initial outreach attempts prior to the assessment using Engagement Type = INITIAL OUTREACH
- Log the actual assessment using the Engagement Type = ASSESSMENT
After conducting a Housing Navigation Assessment, there are several possible paths for the client:
a) Move into housing search --> skip to next section
b) Continue to participate in groups and classes --> keep the case open with Program Status = GROUPS/CLASSES ONLY until there is no engagement for 90+ days or the client moves into a different category
c) Complete DAHLIA or similar lottery application --> keep the case open with Program Status = APPLICATION ONLY until the lottery selection deadline has passed or the client moves into a different category
d) Exit CHLS --> if there is no further engagement after the assessment (e.g. ineligible for services, no further participation in workshops, no lottery applications submitted)
7. Housing Search
Following the Housing Navigation Assessment, if the client is moved into the housing search phase, you will need to update the following in CoDa:
- Change the "Program Status" to HOUSING SEARCH
- Select YES in the "Approved for Housing Search" field
- Enter the name of the HoLo in the "Housing Locator" field
Use the HOUSING SEARCH tracker to track details about the client's housing search. You will create a new housing search tracker when the client participates in housing search for the first time and each time the client wishes to relocate (if applicable). Click here for full instructions.
8. Housing Listings, Viewings & Applications
HoLos will log any listings they share with the client, any units viewed by the client, and any applications submitted by the client, including applications for housing lotteries (e.g. DAHLIA).
- Listing: Refers to a prospective unit.
- Viewing: Refers to a unit that was viewed by the client.
- Application: Refers to a completed application submitted by the client.
Enter a new housing application for each unique unit. You will log and update a listing, viewing, and application for a specific unit in the same housing application. Click here for full instructions.
9. Tracking Financial Transactions
- General Financial Transactions & One-off Gift Cards (all programs)
- Bulk Gift Cards (all programs)