WASHTENAW COUNTY HMIS
SERVICEPOINT TRAINING REGISTRATION AND USER SET-UP FORM
FAX TO: Mercedes Brown, HMIS, (734) 222-6531 OR SCAN and EMAIL TO: brownmer@ewashtenaw.org
SECTION A: USER CONTACT INFORMATION
Agency Name:
User’s Full Legal Name:
User is:
Employee
Intern
Volunteer (Check One)
User’s Phone #:
User’s Title:
User’s Email Address:
SECTION B: TRAINING REGISTRATION (All new users must also sign-up for a Privacy training)
Course Name
Training Date Start
Alternate Date, if
Time
available
Start
Time
SECTION C: SERVICEPOINT ACCESS: (Only complete for NEW users or for CHANGES to existing users)
ServicePoint Access Level:
(Check One)
Agency Staff
Agency Administrator
Executive Director
Case Manager I
Case Manager II
Volunteer
Special User Permissions: Check all that apply
Allow user to use SkanPoint (required to search for Clients by Client ID number)
Allow user to back date the Release of Information and Assessment data (Needed if not entering data in
Real time)
Allow user to put a client onto a banned list, enter infractions or edit these.
Allow user to use the ShelterPoint Module for bed list information. (Only need if Agency uses the
ShelterPoint Module).
Allow the user permission to change the security settings on items in a client’s record from the security
default assigned.
Set UserID under this ServicePoint Provider Name:
ServicePoint Providers (Programs) this user may enter data as or view data from:
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Form Completed By:
______________________________________________________
Printed Name and Title
Date
Form Approved By: _______________________________________________________________
Printed Name and Title
Date
FOR WASHTENAW COUNTY SYSTEM ADMINISTRATOR USE ONLY
Actual Training Date: ___ /___/____ Set-up Completed By: ___________
533577966
Date: ___/___/____
INSTRUCTIONS & MOCK EXAMPLE
FOR COMPLETING SERVICEPOINT USER SET-UP AND/OR TRAINING REGISTRATION FORM
FAX TO: Mercedes Brown, HMIS, (734) 222-6531 OR SCAN and EMAIL TO: brownmer@ewashtenaw.org
NOTE: Always keep a copy of the form in case fax or email does not go through or is not received.
SECTION A: USER CONTACT INFORMATION Complete this section for the person who will be trained
User’s Full Legal Name: Enter person’s legal
Agency Name:
name. If nickname, add in parenthesis.
User’s Title: Ex, Case Manager or Program
User is:
Employee
Intern
Director, etc
Volunteer (Check One)
User’s Email Address: work email address, if
User’s Phone #: work phone and extension
available
SECTION B: TRAINING REGISTRATION
Course Name
Training Date
Start
Alternate Date, if
Start
Time
available
Time
ServicePoint Level 1: ClientPoint
1/12/2010
8:30 AM 1/25/2010
12:30
PM
ServicePoint Level 1: Privacy
1/15/2010
10:00
AM
SECTION C: SERVICEPOINT ACCESS (Only complete for NEW users or for CHANGES to existing
users). If this training registration is for an existing user and no changes to user access are needed,
please skip this section. See User Access Level Descriptions Chart on SharePoint for
descriptions of the different features and limitations of these Access Levels.
ServicePoint
Access Level:
(Check One)
Agency Staff
Agency Administrator
Executive Director
Case Manager I
Case Manager II
Volunteer
Special User Permissions: Check all that apply
Allow user to use the SkanPoint Module. This is required for all users so they can search for client
records using the Client ID number on the search screen.)
Allow user to back date the Release of Information and Assessment data. This item should be
checked if the user will not be entering a Release of Information or Assessment/Intake data in
ServicePoint in real-time (same day release is signed).
Allow user to put a client onto a banned list, enter infractions or edit these. This item should be
checked only if the agency will be using the ServicePoint infraction/banned feature.
Allow user to use the ShelterPoint Module for bed list information. This item should be checked
only if the agency and user will be using the ShelterPoint Module.
Allow the user permission to change the security settings on items in a client’s record from the
security default assigned. If checked, this user can change security on assessments/subassessments,
case notes, services/referrals for a client from open to closed/closed to open.
Set UserID under this ServicePoint Provider Name: SAWC – Wash Cty – Agency Level (ROI Only)
Write the ServicePoint name of the Agency or Program the User should be licensed under – Choose
agency level if the person will enter assessment data that will be shared with all programs at the
agency; Enter a program name if this person will enter assessment data that should not be shared
with all programs at the agency.
Providers (Programs) this user may enter data as or view data from: This determines the
programs on ServicePoint that the user can enter data for AND view data enter by. For example, it
person will only enter data for your shelter program, but needs to see entry/exits or services entered
by your services program, then you should include both programs below.
1. SAWC Residential
2. SAWC HPRP Program
Program
3. SAWC Rotating Shelter
4.
5. SAWC Medical Clinic
6.
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