Program Specific Incidents or Critical Incidents Process

• Log a New Incident (All Staff)
• Complete DOS section of Incident Tracker (Management Only)

Vendors and Check Requests Processes

• Create a New Property
• Create a New Property Owner
• Create a New Property Management Company (PMC)
• Create a New Non-Housing Entity
• Create a New Vendor and Billing Address

Case Management

• Case Management Data Entry Quick Reference
• Performance Management Cheat Sheet
• Creating an intake
• Screen Flow: Add New Household Member
• How to input Sexual Orientation and Gender Identity
• Exit the Client

Referral Screen Flow

• Refer Client to a Compass Program
• Logging Referrals to External Agencies

Client Engagement: Service Entries & Progress Notes

• Add Service Entries and Progress Notes
• Screen Flow: Add Service Note for Any Household Member
• Screen Flow: Create Batch Service Notes
• Merge Service Notes in CoDa

Living Situation, Housing Apps, & Housing Search

• Housing Tracker Manager - Screen Flow
• Tracking Housing Situation
• Housing Search (SF Home/CHLS)
• Record Housing Applications
• Audit: Housing Trackers
• Follow Up Calls

Income & Savings

• Tracking Income Information

Family Assessment Matrix (FAM)

• Family Assessment Matrix Overview
• Complete an Assessment
• Scenario One: Jane's Family
• Scenario Two: Ana's Family
• Scenario Three: Robert's Family

Goals & Action Plans

• Client Action Plans and Goals

Gift Card & Other Financial Transactions

• Gift Card Distribution to Client - Program Use Only
• Financial Transaction : Tracking what Compass staff give to Clients
• Create a Gift Card Inventory
• Gift Card Batch Allocation - Development Use Only

Client Files & Documentation

• Using Files And Checklists

Groups & Classes

• Creating a Group/Class Session and Adding Clients
• Group/Class Attendance: Automated Sign In Process
• Group/Class Attendance QR Code image
• Tracking Childcare hours in CoDa

Other Guides & Definitions

• Using Tasks
• Cause of Homelessness

Mogli Training

• Send a Single Text Message
• Basic Terminology
• Mogli Best Practices: How To Avoid Being Flagged as Spam
• Mogli Vacation & Out of Office Auto Reply - for Managers
• Mogli: Client Opt Out Manually
• Boost Productivity: List Views

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Stability Fund

• Overview of Stability Fund Process
• I: Make a Request
• II: Approve a Request
• III Withdraw a Request

Children of Shelter Request Process

• COS Request for one Person
• COS Request for Family

Property Database

• Property Database Basic Terminologies
• Using CoDa's Landlord / Property Owner Database
• Property Database Workflow

Protective Factor Survey

• Create Protective Factor Survey (PFS)
• How PFS is Scored?

Adopt A Family Processes

• AAF Overview
• Household Request
• Household Member Request

Laptop Request-Pickup Process

• Device Request
• Device Assignment
• Logging Device Picked up

Reporting

• Reporting Fundamentals
• Choosing a Report Type
• Common Compass Filters
• FAQ's
• Bucket Fields
• Cross Filters

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