Date Published: October 2017
Each time a project type change is about to happen, it takes a considerable amount time and attention by the HMIS Lead to consider all the ramifications of the change and the best way to do it. Unfortunately, there is not a “one-size-fits-all approach,” and making a change will affect your system and project-level performance measures. Thus, you want to carefully consider: 1) if the change is absolutely necessary; and 2) whether making the change by administratively transferring the entire record or by using exit/entry will have the least impact on reporting.
The reality is that measurement and performance will always be affected in some way. Think through the Annual Performance Review (APR), System Performance Measures (SPMs), and other reporting timing for each project you are changing, and make sure the change is necessary before you move records or do exit/entry switches.