Request for Assistance Module

Step-by-Step Guide

  1. Click on the "Services"  page within your client's profile. See How Do I Search for Clients? to learn how to find your client's file. 

  2. Click on the "New Request for Assistance" (or whatever the dark blue button is labelled at your organization)  button to add a visit. 

  • Date: automatically set to the current date. This can be changed manually if the pick up or delivery date has passed. 
  • What were the reasons for this visit: check off any reasons that apply for why the client needs housing or rental assistance 

 From the dropdown list, select the "Housing" or "Utilities" crisis type.

 

Housing

Go to Housing Assistance to see instructions on how to complete this section.

Utilities

Go to Utilities Assistance to see instructions on how to complete this section.

Related Articles