How to fix common mistakes in the Hennepin County Needs workflow

Date Created: 2/16/2026 | Date Updated: 3/17/2026

What this article is about

This article helps emergency shelter staff in Hennepin county fix common data entry mistakes in the needs workflow.

Issues and how to fix it

• I checked in the wrong client
• I deleted a check-in by accident
• I selected the wrong canceled reason
• I deleted a shelter reservation by mistake

If you checked in the wrong client by accident, here’s how to fix it

1. Go to Current Residents in the Facilities Workspace for the your shelter.
2. Find the client who was checked in by mistake, click the action button, and choose Delete Check In.
3. Click Save and Close.
4. Next, go to the Clients Workspace and search for that client.
5. Open their Needs Assessment form.
6. Find the shelter need, click the edit (pencil) icon, and change the Status to Reserved.
7. Click Save.

Check your work

1. Go to the Facilities Workspace.
2. Open Current Residents for your shelter.
3. Review the list to confirm that client no longer appears on the list.

If you deleted a check-in by accident, here’s how to fix it

1. Go to the Clients Workspace and search for the client.
2. Open Shelter Check-In History under the Enrollments and Services folder.
3. In the top right corner, click the arrow (expand) icon, then select the trash icon to show deleted check-ins.
4. Find the check-in you want to restore and click the Restore icon. Then exit.

Check your work:

• Go back to Shelter Check-In History in the Client Workspace.
• Make sure the check-in is back in the list and no longer marked as deleted.

If you selected the wrong canceled reason, here’s how to fix it

1. Open the client’s record in the Clients Workspace.
2. Go to the Needs Assessment form.
3. Find the need that was canceled (check the date and status to make sure it’s the right one).
4. Click the edit (pencil) icon on that row.
5. Update the Canceled Reason to the correct option from the dropdown, then click Save.

Check your work:

1. Stay in the client record and open the Needs Assessment form.
2. Find the shelter need you updated and confirm:

• The Status is correct (such as Reserved or Canceled)
• The Canceled Reason is correct
• The Date matches the shelter activity

If you accidentally deleted a shelter reservation, here’s how to fix it

1. Open the client’s record in the Clients Workspace.
2. Go to Reservation History under the Enrollments and Services folder.
3. In the top right corner, click the arrow (expand) icon, then select the trash icon to view deleted reservations.
4. Find the reservation you want to restore and click the Restore icon. Then exit.

Check your work:

1. Go to the Needs Assessment form in the Client Workspace.
2. Find the shelter need linked to that reservation and confirm:

• The Status is set to Reserved
• There is no active check-in for the client