What you need to know about the Common Forms folder?
Date Created: 2/23/2026 | Date Updated: 3/17/2026
What this is
This article explains where to find the Common Forms folder and how to best used this space.
How to find the Common Forms folder
- Search for and open the client record.
- Go to the Client Workspace.
- Select Enrollments and Services.
- Click on the Common Forms folder.
What do I need to know about the Common Forms folder?
Primarily, these forms allow you to view and correct information for a client that was collected as part of an enrollment (usually coordinated entry).
When it is ok to edit or delete information in these forms?
It is only ok to edit or delete information in these forms if you were the person who entered the data AND if was entered incorrectly or by mistake. Do not alter data enter by another HMIS user without permission.
Common Forms should not be used to document a change in client status, only to correct information.
Is there any information I can add outside of a enrollment in this space?
Yes, there are a handful of forms that are ok to add new information outside of an enrollment.
- Care Coordination Notes
- CE Assessment Appointments
- Coordinated Entry Notes
- CE Housing history
- Vital documents
If new data can be added, you'll see the 'Add New' button in the top right corner.
When should I create an update assessment instead of using the Common Folders space?
In most cases, you are going to create an update assessment in a client's enrollment. The main reasons you will want to create a new update assessment is when:
- A reassessment is required (for example, to keep the client active on a priority list).
- The client’s situation has changed, such as changes in income or household members.