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Welcome Housing Test!
Recent Program Updates to Tracking At-A-Glance® (TAAG) |
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FSS Webinar 12/28/2022 |
A webinar highlighting the changes to the Contract of Participation (CoP) screen is now available in View/Webinars. |
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FSS Transfer Option 11/04/2022 |
TAAG now has an option to switch existing FSS participants to the new FSS rules via the transfer option on the CoP screen. |
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CoP FSS Final Rule Update 10/13/2022 |
The CoP screen has been modified to reflect the changes outlined in the FSS Final Rule. You can now enroll new residents in FSS under the new rules. We have enhanced the module by auto-filling Form HUD-52650 with data from the CoP screen for new participants. Other areas in TAAG have also been updated to reflect the new rules. We will be hosting a webinar to go over the changes for FSS. |
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Choice Neighborhoods 06/24/2022 |
TAAG now has the option to track multiple Choice Neighborhoods grants. Users can enter data and report separately for each Choice Neighborhoods grant they receive. |
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URA Low Income Limits 04/29/2022 |
The Relocations Module has been updated to reflect the new 2022 URA Low Income Limits. |
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Jobs Plus Age Category 04/23/2021 |
The Jobs Plus module has been updated to reflect participants 18-64 years old for Cohort 6 (FY2019) grantees onward in accordance with HUD guidelines. |
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JPEID Changes 04/01/2021 |
The JPEID screen has been updated to allow entry of the JPEID information without requiring an assessment for the Head of Household. The JPEID screen and the Jobs Plus report will no longer display the unit months in accordance with the latest revisions to the reporting requirements from HUD. Items 40 and 41 on the Jobs Plus report were revised accordingly. |
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Standards for Success 02/12/2021 |
The Standards for Success module has been revised based on HUD's ROSS Data Guide 3.0. The update also includes two new fields on the General Information screen for users to enter legacy data for their ROSS Participant ID and ROSS Household ID. New participants should use TAAG's Resident ID and Household ID as the default identifiers. |
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Import Multiple Households 01/26/2021 |
For sites with Elite, Yardi or Tenmast interfaces, you can now import multiple households in a single operation. Prior to importing, you can delimit the list of eligible families by public housing residency or zip code if desired. |
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Digital Signature 01/15/2021 |
The digital signature feature in TAAG has been expanded to produce a system-generated signature on the Contract of Participation and Plan screens. Users may opt to select Digital Sign & Send to electronically sign the CoP and/or Plan, and send the forms to the resident for signature via e-mail or text. Users may also select Digital Sign & Print to sign the forms electronically but print out a hard copy for the resident to sign in-person. |
| Surveys and Assessments |
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Surveys are user-defined questionnaires based on various response types including radio buttons, check boxes, select drop-down lists, text boxes and three template grids to capture household demographics, income amounts and interest in and use of programs. Assessments are multi-page questionnaires utilizing radio buttons and optional explanatory text boxes. |
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Surveys and Assessments for TAAG Respondents
If you are a TAAG resident for whom a survey or assessment has already been designated, enter your TAAG Resident ID below to begin. |
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Surveys for Anonymous Non-TAAG Respondents Below is a list of surveys designated for use on this site. Some surveys require an entry code but you do not need to log into TAAG in order to complete a survey. |
| Participant Application |
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Start Here
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| Placements |
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Here you can search our database for individuals who may be suitable for employment in your organization.
You may search according to Skill Categories, or categories coupled with specific skills, to return lists. In the Skill Category area, selecting Accounting and Sales, for example, will return a list of individuals with some skills (non-specified) in both categories, whereas selections from Skill Categories/Skills will return individuals with specific skills within the category selected. Within each list, you can click for details, or view a resume if the individual has one attached. Please note that there may be discrepancies between the information contained in an individual's resume and our records. This could be because one is more current than the other. In these cases, you can compare the upload date of the resume with the latest update of our education and employment records, to see which document is more current. Not all individuals have posted resumes, however. If you find individuals you'd like to contact, please use the message form to inform us of your interest. We'll pass this on to them and request that they get in touch with you. Or, if resumes are attached, please feel free to get in touch directly with them. And, please contact us if you have comments and suggestions about this service. |
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| Downloads |
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Here you can download Tracking At-A-Glance® program features, modules and changes, which can be saved on your local volume. •If you choose PDF File, the material will be placed in a standard Adobe .pdf file. •If you choose Web Document, the program will assemble a .htm file that can be viewed in any browser. •If you choose Word Document, the material will be placed in a standard Microsoft Word .doc file. |
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| Implementation Map |
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| TAAG Features |
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Here is the complete feature list. Integrated through the TAAG application are stunning and exportable charts and graphs that will enliven your reports and presentations. |
| Standard Edition | |
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| Web-Based | Access Tracking At-A-Glance from anywhere in the world with an Internet connection |
| Real Time | Transmit instant information to all users while avoiding duplication of entries |
| Multiple Browsers | Runs on the most popular Internet browsers: Edge, Internet Explorer, Chrome, Firefox, Safari, and Opera |
| Mobile Devices | Accessible on iOS and Android mobile devices and tablets |
| Enriched Forms | Maintain detailed, easy-to-read resident records in general, household, social network, income and assistance, education and employment categories |
| Search Engines | Query database through exact search criteria to retrieve specific records within seconds formatted for printing without the need for third party software |
| Needs Assessment | Nine (9) user-defined comprehensive Needs Assessments that track initial needs (creating a baseline) and current needs to show resident progress in customizable categories |
| Caseload Triage | Classify residents and determine frequency of contact based on a customizable list of needs |
| Case Notes | Enter original notes about residents, access "frequently used" stored templates, or send broadcast notes to groups of residents |
| Security Levels | Control access to restricted data and confidential information by designating users in one of five groups: auditor, guest (service providers), staff, site or corporate |
| Referrals | Maintain detailed referral information including in-kind and invoiced service amounts |
| Work History | Maintain detailed employment records and track Section 3 placements |
| Caseload Maintenance | Alerts users of "red flag" areas requiring attention such as records that are incomplete, need verification or simply a closer look |
| Dynamic Updates | Update any report every time a reportable entry is made anywhere in the system |
| Charts and Graphs | Create eye-catching charts and graphs in a variety of styles based on caseload data |
| Multiple Referrals and Milestones | Document multiple referrals, enrollments, completions, or milestones on a group of residents |
| Database Tools | Customize the application by adding, deleting or editing existing drop-down list selection items, or creating templates via a simple point-and-click interface |
| External Documents | Upload scanned images, word processing files, spreadsheets, charts, graphs, web pages and PDF files and attach them to residents, staff or any of the agencies tracked in the system |
| Data Export | Export resident data to popular applications such as Microsoft Word, Excel and Access |
| Summary Reports | Create summary reports and charts of the caseload for Needs Assessments and Caseload Triage data |
| Address Labels | Create and print sheets of formatted mailing labels for residents based on the results of user's custom database search |
| Form Letters | Create and print form letters in a standard word processing environment |
| Create and send e-mail messages with up to three attachments to an individual or group; create automatic reminders about upcoming appointments and meetings | |
| Spell Checker | In-line spelling correction in all notes, announcements, form letters, and e-mails |
| Mail Merge | Select residents, staff members or agencies and print formatted letters that are auto-addressed to recipient |
| Daily Planner | Enter appointments, meetings and planned follow-ups in a personal calendar and "to do" list |
| Home Page | View daily appointments, staff and resident follow-ups, and copied messages from any authorized user, service provider and/or public site visitor |
| Staff Announcements | Create and display announcements and notifications on each designated user's home page |
| Internal Notes and E-Mails | Communicate with other users via internal staff notes and e-mail messages |
| Discussion Forums | Create site-wide discussions on various topics and instantly view the responses of all other participants |
| Activity Logs | Track time spent with residents whether one-on-one or in group sessions at your agency or external service provider locations |
| Site Statistics | Create demographic statistical breakdowns for each case manager and the entire agency |
| Google Maps | Direct link for location and directions to service provider's or resident's physical address |
| Personnel Records | Maintain basic records on all employees including contact information, caseload data, uploaded resumes and attached documents |
| Agency Records | Maintain detailed records on Housing sites or locations, service providers, funding programs, community resources and vendors |
| Public Access | Provide limited public access so that employers can search for job candidates within your database and contact your agency |
| Customizable User Interface | Enable/disable streamlined menus; set display fonts to condensed, standard or enlarged |
| Staff Logs | Clock employees in and out and maintain time sheets for any work period |
| Saved Reports | Create snapshots of report data in any time frame and save document for instant retrieval at any time |
| Community Service | Track community service hours logged by your residents |
| Community Resources | Track donors and donations |
| Custom Reports | Organize saved searches into a single report; view and print summary and details; export data from details to spreadsheet |
| Enhanced Edition | |
| Expanded Security | Additional user groups (User, Manager, Coordinator) tied to specific locations and/or specific caseloads to provide access only to the information users need |
| Grants | Create and manage separate grants with distinct, user-defined goals, measures and resident populations |
| Relocations | Track resident relocations, loans and payments; auto-calculate moving costs for any state; auto-fill HUD PDF forms |
| Immigration | Create an immigration form and track changes to an immigrant's status |
| FSS Logic Model Report | Track and report on services/activities and outcomes as defined by HUD, based on referrals, milestones, and other data entered into TAAG |
| Management Reports | Create statistical reports and analyses on all aspects of your agency's database |
| Budgets | Create a detailed budget for an individual or household; auto-calculate disposable income based on income and expenses |
| Homeownership | Track data on borrower and co-borrower assets and liabilities, in addition to primary and secondary lenders, property information, grant and tax credits |
| Money Management Assessment | Track credit score, income savings, current and derogatory debt, goals to improve credit score, income, savings and debt |
| Interface Feature | Import resident records from other databases in real time |
| Custom Assessments | Create, administer and tabulate custom assessments |
| Webinars | Archived online video presentations that guide you step by step through TAAG features |
| Change Logs | Track changes to key elements in resident forms |
| Enterprise Edition | |
| Choice Neighborhoods | Track and report on caseload additions, subtractions, and Housing status changes, and complete a household questionnaire for annual reporting |
| Surveys | Create, administer and tabulate surveys with a variety of question types |
| Dashboard | Produce advanced charts and graphs based on site statistics and caseload data |
| Health | Module for tracking a resident's medical history, procedures, physicians, medications and documentation |
| Jobs Plus/JPEID | Generate quarterly Jobs Plus reports based on HUD metrics and guidelines; includes JPEID |
| Workforce Development | Track employers, employer contacts, job openings, job interviews and interview outcomes |
| Program Management | Module for tracking residents placed in special programs such as Disaster Management |
| SOAR Grants | Generate SOAR reports based on HUD metrics and guidelines |
| Standards for Success | Generate Standards for Success forms and reports based on HUD metrics and guidelines |
| Participant Budgets | Track individual expenditures derived from funding programs |
| Export Calendar | Export your appointments and meetings to popular online calendars such as Outloook, Google and Apple |
| Modules |
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The Budget Module in Tracking At-A-Glance® (TAAG) allows users to create a budget based on either the resident's individual or household income.
• Maintains data for all monthly income such as, employment, SSI and TANF • Maintains data for all monthly expenses such as housing, utilities and medical care • Auto-calculates disposable income based on monthly income and expenses • Calculates the hourly income that is needed to maintain the monthly budget based on a pre-determined number of hours per week • Data can be displayed with eye-catching, exportable charts and graphs |
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The Choice Neighborhoods Module tracks all the performance measures from HUD's People (Assisted Residents) Report, and select performance measures from the Housing Report. Like the other components in TAAG, the Choice Neighborhoods Module is very intuitive and user-friendly, making data compilation and reporting a simple process. All the data for annual reporting on the Choice Neighborhoods program is seamlessly captured in the form of a household questionnaire. Data required for annual reporting which includes education, health, economic self-sufficiency, crime and safety, technology, and community engagement and capacity building, can be gathered and input in the form of a questionnaire on a central screen in TAAG for the entire household. This information in turn feeds into an annual Choice Neighborhoods report designed specifically for this program based on the metrics provided by HUD. Data required for quarterly reporting which includes caseload additions and subtractions and resident housing status, is captured separately for each resident in the Choice Neighborhood caseload. This information also feeds into a quarterly report designed specifically for Choice Neighborhoods. |
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The Dashboard Module features a variety of charts generated from the major reporting areas including Referrals, Work History, Assessments, among others. The charts in each section provide users with an overview of their caseload data. At a glance, users can tell how many completed assessments there are for their caseload, or how many of their residents are employed and what the average wage distribution is. They can see how many current referrals have actually started, been completed, and those that have led to certificates or diplomas. The Dashboard Module also displays quarterly and monthly summaries of interim goals, job placements, referrals and milestones, in addition to monetary breakdowns of all income and assistance categories. |
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For more specific reporting, users may choose to delimit their data based on a particular timeframe, caseload status (current vs. subtracted residents), Resident Status, Additional Status (up to three selections), or Grant. Case managers can also generate charts for specific members of their caseload. These charts display data related to assessments, employment, interim goals, referrals, and milestones for the individual with an overlay graph displaying caseload averages in these categories. The Dashboard Module also gives supervisors a high-level overview of the caseload data for all their case managers. |
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The FSS Logic Model Report features a dynamic custom report that automatically tracks and reports the services/activities and outcomes established by HUD on the HCV and PH FSS Logic Model based on the referrals, milestones and other relevant data entered into TAAG by your agency.
The report tracks data relating to the different categories provided for in the HUD Guidance, such as Service Coordination, Child Care, Education, Employment, Training, Health, Financial Literacy, Housing and Transportation. The FSS Logic Model Report also contains several filters, including resident demographic data, grant, and date parameters, to provide a more enhanced report, which can easily be printed as well as exported to Excel in seconds. Following is a sample report: |
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Document Name: FSS Logic Model Report-2014 Date Uploaded: 01/22/2015 at 12:20 PM by Site Administrator Report Criteria: Select Current Heads of Household = Yes Count Records On or After = 01/01/2014 Count Records On or Before = 12/31/2014 |