Clarity HMIS Agency Migration and Go Live Plan

Task Timeline Details
Complete Agency Discovery October 2023 - November 15th 2023 Schedule and Attend.
Respond to Discovery Follow Up November 2023 As needed
Correct Data Quality Issues November 2023 - January 31, 2023 As needed, Data Quality Training 12/7/2023 (See Link to Materials:)
Archive Data December 2023- February 15, 2024 Pull reports from Bell Data with historical data before June 2016 for agency records and any other Bell data formatting reports.
Validate Clarity Data Migration February 5, 2024 9:30 am - 12pm ON SITE VISIT with ICA and HMIS Project Team! Attend migration validation training and follow instructions for validation. A sign off sheet and instructions will be provided at training, please ensure your agency has a representative at the training!
Finalize Data Clean Up February 2, 2024 - February 15, 2024

Make final corrections to Bell Data HMIS records for the final HUD CSV Export. All users will be made read only in Bell Data on 2/16/2024 and no additional data or corrections will be possible.

View the Data Migration Office Hours here: https://slocounty.helpscoutdocs.com/article/21-hmis-migration-cleaning-office-hours-12-7-2023

Train End Users February 16, 2024- March 4, 2024

All existing users will be provided a login to the HMIS Training Site (TalentLMS), complete required training modules to obtain training certifications and sign a new end user agreement when they first login to the Clarity Live Site.

New Users can begin training in Talent LMS in mid-February; Agency Administrators must follow the new process to request a login for new users following this process: https://slocounty.helpscoutdocs.com/article/18-how-to-join-hmis-talentlms-training

Downtime! STOP DATA ENTRY IN BELL DATA. February 16, 2024 12:01am- March 4, 2024

Prepare paper forms for intakes during downtime for the final migration. Include new privacy policy!

https://help.bitfocus.com/2024-hmis-sample-forms

Schedule blocks of data entry time in March to back date/ enter client data from downtime.

Go Live March 4, 2024

Login to begin data entry in Clarity (users who have completed new Clarity HMIS training only!)

Utilize new HMIS ROI and Privacy Policy on all new intakes!

Post Go Live Production Support March 2024 - April 2024 Report any data issues immediately!
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