How to use the Engagement & CLS data checker

Author: Betty Notto | Created on: July 14th, 2025 | Updated on: July 14, 2025

What this is

With just a few clicks, the Engagement & CLS checker helps you see if your client's data is accurate and up-to-date.

Use this data checker regularly - it is a powerful data quality tool for your programs.

Where to find the Engagement & CLS Checker

This tool is located in the Home workspace (not the Reports workspace).

• My ClientTrack -> Data Checkers -> Engagement & CLS Checker (070)

Follow these steps

Go to the Engagement & CLS checker, then select these filters:

• Organization: Your agency
• Program(s): choose your project(s)
• Date Range (optional): Leave blank if you want to see all currently enrolled clients. For a specific time period, enter a start and end date.
• Filter by User or Case Manager: Use this filter to only see clients assigned to a certain case manager or to filter by who enrolled the clients
• Show Current Clients Only: click this box to only need clients without an exit date in you project
• Show Clients Names: Check if you want client names to display, otherwise only client ID will display.
• Show PATH-specific Fields?: Check this box if you are running the data checker for a PATH project and want to display PATH specific data elements.

Then click Search to run

What you will see

For each Head of Household, you will see the following data:

• Program Name
• Client ID
• Project start date
• Latest Current Living Situation (CLS) Date
• Latest CLS
• Days since CLS
• Date of Engagement
• Date of PATH Status
• PATH Status
• If Not enrolled in PATH the reason
• Exit Date

What you can do from here

Fix the data right from here. If data is missing or looks incorrect, you can update it directly.

• For example, simply select the action button to add a CLS for a client :