Getting Started
Learn the ShelterPact interface, navigation, dashboard, and core workflows.
7 guides
Download category PDFShelterPact Full Site Walkthrough
A complete walkthrough of ShelterPact including operations, shelter, records, compliance, work management, administration, settings, and connected workflows.
Read guide →Navigate ShelterPact and Choose the Right Workspace
ShelterPact groups staff work into Operations, Shelter, Records, Compliance, Work Management, and Administration. Start with the workspace matching the action you need to perform, then open the linked record for its full context.
Read guide →Use the Dashboard to Review Daily Priorities
Dashboard summarizes field workload and current shelter work. Its attention cards are shortcuts into operational queues, not a replacement for reviewing the underlying records.
Read guide →Search Records and Read Status, Custody, and History
Finding the right existing record prevents duplicate identities and fragmented history. Search broadly first, then confirm identity using more than a name.
Read guide →Create and Complete an Operational Task
Tasks tracks work that has an assignee, priority, and completion state. Link a task to the record it concerns so staff can find the supporting information.
Read guide →Schedule Diary Entries and Review the Calendar
Diary records appointments, dated operational notes, and follow-ups. Operational Calendar displays diary items alongside tasks and staff shifts.
Read guide →Review Staff Coverage and Record-Linked Conversations
Staff Rota organizes shifts and availability. Messages keeps operational conversations attached to staff and records so a discussion can be found later.
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