478 results found
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Add Foreign Countries to Geolocation
While geolocation was made available by way of the Outreach module, it could other valuable uses. Communities are experiencing crises related to migrant populations and the collection of geolocation data related to this can be very informative.
16 votes -
Make Agency Overview screen and associated questions/fields visible to System Admins
The Agency Overview (AO) screen is not included in the list of screens accessible to Admins through the System Setup workspace. Not being able to view the screen means admins cannot see the relationship between questions and fields for reporting purposes.
Similarly, I noticed two other places where the omission of the AO screen appears to have an impact:
1) Fields unique to the AO screen do not appear in the Field Editor list;
2) Questions and Fields unique to the AO screen do not appear in the Question and Clarity Fields views, respectively, found in the Project Descriptor model…2 votes -
Inclusion of all Agency Overview screen fields in Looker
The fields from the Agency Overview screen are mostly stored in the Project Descriptor model of Looker under the "Agency" view. However, not all fields from that screen are represented, and they don't appear to exist anywhere else in Looker.
Can the fields associated with the following questions from the Agency Overview screen be added to the Agency view in the Project Descriptor model?
- Navigation Profile
- Default User Home Screen
- Dashboard
- Open Units Report
- Staff Inventory Access
2 votes -
Default User Home Screen
There are many agencies who have various programs including Street Outreach. With the new Outreach tool in Clarity, I would have to build another agency of the same name in order to set the Default User Home Screen as Outreach for that specific program. This way, it does not affect other users.
What I would like to see is have this option to set under the User Setup Screen and not the Overview of the agency. This way when street outreach users log in, it takes them to the outreach tool, while other users still got to the "search for…
2 votes -
Embed Looker Dashboard on Public Website
Similar to the way users can embed individual Looks on a public-facing website, a customer would like to embed Looker Dashboards on public-facing websites.
6 votes -
Ability to save reports in the system or save parameters as a "preset"
It is cumbersome to enter the same parameters over and over when you want to pull a report. It would be nice to have it save somehow. Either:
1. Save the entire report within the system
2. A way to save to your computer with client I.D. list still accessible
3. Save report parameters as "preset" options like saving your favorite radio stations on your car.1 vote -
Household Management Enhancement
I have a suggestion for the "Household Management" screen. When you go into a clients profile and click "Manage" above the household list it opens up the "Household Management" screen which shows a list of previous members. It would be handy to have the HMIS numbers next to the list of names of previous members.
For example the attached, I am wanting to open up the previous household members profile "michael Williams". Usually I search the name in the search bar and can find them. In the example attached, if I search "Michael Williams" it brings up a list of…1 vote -
Button to "re-run" reports in the queue
Users and Admin often have to run a report to catch data quality issues > fix the issue > then re-run the report, a very common workflow.
In the queue, there is a trashcan button and an "open" button. It would be so helpful and sensible to have another button for "re-run" in order to just run that same report that is in the queue with the same parameters to make it much more efficient to check to see if the changes done corrected the data error in the report.
9 votes -
Allow a program to collect general data, not tied to a specific client
Hello! Our program has work we do in the community with people that we serve but don't technically become clients officially (and thus we can't collect certain information on them in the client profiles). Sometimes we host workshops or public education, and sometimes we serve anonymous clients such as via a hotline. It would be great if a program could be designated as a "general" program or something similar, where you can perform an assessment or screen that is tied to the program but not tied to a specific client. Could this be done?
Currently we're using a workaround of…
2 votes -
pit
Would be great to have an app version of Clarity that could be used for the PIT and other project enrollments and updates that take place in the field. Another alternative would be updates to the outreach module that would allow users to add assessments or project enrollments.
2 votes -
Assessment Processor - Save Points to the Nearest Hundredth
When assigning points to a Subtotal in an Assessment Processor, the logic rounds point values to the nearest tenth (ie: if a point value of 3.75 is assigned, the system rounds the value up to 3.8 when the screen is saved).
There are 2 HUD CoCs in our implementation that are creating new Coordinated Entry Assessments, both of which are assigning a percentage of points based on clients' responses to the assessment questions. This results in point values that need to be rounded to the nearest hundredth.
Without the ability to assign point values to the nearest hundredth, our implementation…
10 votes -
notes auto save feature
Add an auto save (example auto save every 2 minutes) function for Clarity notes. Reason for needed feature; in a fast-paced client environment where ringing of phones, walk-ins and appointments- easily distracted while inputting notes. Clarity closes out without saving notes. Feature will auto-save notation before Clarity closes out.
3 votes -
Add "Show raw field in looker" toggle for custom fields
Allow raw custom field codes to be visible in looker, and control this through a toggle on the custom fields screen in Looker called "Show raw field in looker". If the toggle is activated, the raw field for the custom dimension will be shown in the looker custom dimensions view.
1 vote -
Note Tags
It would be helpful to be able to select "tags" for a case note. So the worker can pull up notes and find the ones that are tagged for a specific item. Example, they could put in a case note about meeting with a probation officer, and then before the next meeting, pull up all of the notes that are tagged "Probation", or something like that.
2 votes -
Program Type Picklist Update
Suggestion to add 'Select' to the picklist for the Program Type (ref_category) field. The response to the field currently defaults to Emergency Shelter - Entry Exit. Users creating new programs may overlook the field when setting up a program and mistakenly create the program as an Emergency Shelter (Entry Exit) then have to go back to the setup page and change the response option to the correct response.
0 votes -
Duplicate Clients Report: Program Parameter Addition
We are fielding requests for the Duplicate Clients report to run based on program. Our users have historically sent us lists of clients that needed to be merged; they want to check within their own programs rather than across a whole agency.
2 votes -
ROI "No" upload documentation option
If you select "no" permission for an ROI, it doesn't allow you to upload documentation. It would be just as beneficial to be able to add documentation of the client saying "no" as it is for "yes". We have to upload into client files, and it would be cleaner to be able to upload right there on the ROI page.
1 vote -
DIT should not list person doing import as assigned staff on enrollment
When you import data using the DIT it should not remove the old assigned staff person and replace it with the person doing the import. It completely wipes out all evidence of who the assigned staff was before and makes it to seem like the person who did the import created the enrollment.
1 vote -
Staff Report with Case Load upon Staff Deactivation
When staff are manually deactivated, it would be great if the system automatically generated a report with the staff person's client list. You cannot run the canned report for the client list if the staff is deactivated. And sometimes clients are not re-assigned after staff turnover.
3 votes -
Penultimate assessment
For Looker, it would be very helpful to have a way to identify the penultimate assessment.
This would be used to compare changes between the most recent assessment or exit with the previous to look for changes. For example, did income change since the last assessment. Not just compare with entry and the most recent/exit.
2 votes
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