655 results found
-
Access right for Privacy page
We use ROIs as a record of a client's history of consent to share their information. Once a profile is created, it is too easy to make changes that mess up that history. Adding an access right to the roles would help us keep a record of our client's consent. There is an access right for "Client Reports". This request is consistent with that existing access right.
1 voteThank you for your feedback. We are currently reviewing this request.
-
Expired ROI- Remove from community queue
Remove clients from the community queue if the do not have an active release of information. Add a prompt to the client profile that states client has been removed and should be referred to community queue once a release of information is updated. (Anonymous profiles excluded)
6 votesThank you for your feedback. We are currently reviewing this request.
-
Create families within the profile screen and eliminate the manage button. There was a reference to another type of software function.
Creation of households on the profile screen, eliminate the manage button
1 voteThank you for your feedback. We are currently reviewing this request.
-
Direct Link to Client Profile from the Inventory Dashboard
It would be helpful to have a direct link to the client's profile from the display cards on the Inventory dashboard. This link would show for clients currently referred or occupying a unit.
9 votes -
Pop-out Parameters Selection Box for Reports
When selecting parameters for certain reports like System Performance Measures, there is a small selection box for things like Agencies and Programs. When selecting dozens or hundreds of items in these categories, the selection box is very tedious. If there could be a pop-out window to make selections and not have to scroll up and down so much it would be a better UI. Confirming selections is difficult when you can only see a few at a time. Also, check-boxes rather than shift-select would make this selection process much easier.
3 votesThank you for your feedback. We are currently reviewing this request.
-
Auto-remove clients with a "Housed", "Sheltered" tag
When clients receive a tag of "Housed" or "Sheltered" on the Outreach map, they should be automatically removed from either the encampment or the map. The same should happen for clients who have an address added to the Location tab, which does not qualify as a place not meant for human habitation.
5 votesThank you for your feedback. We are currently reviewing this request.
-
Backdate Outreach Module Status Updates
Currently when status updates are completed in the outreach module, the date always defaults to the current date. Many outreach workers are not able to enter these updates in real time so it would be very helpful to be able to back date when entering the data.
1 voteThank you for your feedback. We are currently reviewing this request.
-
Do not allow program start date entries to occur after the housing move-in date
The system should not allow the program start date to occur after the housing move-in date. The program start date should never occur after the housing move in date. Since the program start date defaults to the current date and allows users to save (after displaying a gentle light-orange warning that does not seem to be a deterrant), this issue continues.
25 votesThank you for your feedback. We are currently reviewing this request.
-
[RFRL-104] Referral Statistics - Outbound - Add Filter
Adding a filter for the agencies and/or projects that an agency can or has referred to would simplify counting referrals that were made to specific agencies. Some agencies send referrals to more than one agency or project and it would drastically decrease the amount of time needed to count referrals sent.
1 voteWe greatly value your feedback. This item is undergoing further consideration by our Data Services Team.
In the interim, our Coordinated Entry - Referrals LookML Dashboard series may provide some of the information you are looking for, or could be used as a template for a custom Look to fit the reporting need.
-
Direct agency switch in staff seach
When searching for a staff member in Clarity, search results display the agency that the staff person is associated with. It would be helpful to System Admins to be able to click directly on the Agency name in the search results to switch to that agency
2 votesThank you for your feedback. We are currently reviewing this request.
-
Customize agency screens
Similar to the way that System Administrators can add custom fields to a Program Set-up screen, it would be helpful to be able to add custom fields to other screen types, especially the Agency Overview screen
2 votesThank you for your feedback. We are currently reviewing this request.
-
assessments
Some of our assessments are lengthy and it would be helpful to be able to apply text formatting to labels. Also, it would be helpful if we were able to add horizontal lines to delineate between sections in an assessment.
2 votesThank you for your feedback. We are currently reviewing this request.
-
Community Queue- Auto Refer
A client that was unable to locate at the time of referral to a housing intervention should be removed from the community queue and re-referred once they resurface in Clarity (service transaction or program enrollment)
5 votesThank you for your feedback. We are currently reviewing this request.
-
Cascading from status/annual/exit screens to new enrollments
Customers have expressed the desire to have data fields entered in status/annual/exit screens to cascade into new enrollments. We know that enrollments can cascade into other enrollments, and that there are data fields entered at enrollment that are not collected in the status/annual/exit screens. However, the data would be most useful and accurate if cascading considered most recent data fields from the enrollment AND status/annual/exit screen. The goal would be to have the most recent fields from the enrollment and status/annual/exit screens cascade to subsequent enrollments.
11 votesThank you for your feedback. We are currently reviewing this request.
-
Filter assessment score when referring from unit queue
Allow for filtering/sorting of assessment score when referring to a unit from the unit queue without configuring unit eligibility.
5 votesThank you for your feedback. We are currently reviewing this request.
-
Update Data Review Report with user creating field.
Everyone loves the Program Data Review report in the report library. Makes data corrections a breeze.
However, if the user creating could be added, it would be fascistic. By adding this field, it would allow agency managers and supervisor monitor which case manager are reviewing and correct their data and allow them to address these types of issues with the proper person.2 votesThank you for your feedback. We are currently reviewing this request.
-
Sharing - More Flexibility Needed to Comply with FYSB
More flexibility with sharing set up. Sharing should be on a project level, not an agency level.
Should also be able to pick what agencies and programs can see a client file per what the client would like. Right now the sharing is extremely restricting and causes issue with programs like RHY, who are not allowed to share clients that are 17 and under. If an agency has RHY, CoC and ESG funding this makes set up difficult and can cause users to make major errors and share files they should not be sharing.1 voteThank you for your feedback. We are currently reviewing this request.
-
Report: Which clients don't have release of information (ROI) on file and/or who have ROI renewals coming up.
With the requirement to upload ROIs for every client, it would be extremely helpful to be able to run a report and see which clients in a given program are due for a renewal or need an initial ROI uploaded. Checking each client individually is a huge waste of staff time when you have thousands of people to check.
5 votesThank you for your feedback. We are in the planning phase of a feature or update related to this item.
-
Live Marker for Program_applicability
Live Marker for Programapplicability. Often we need screen fields to display only for certain kinds of programs. The Programtype Live Marker is good for this sometimes. But many times we want only a subset of the whole programtype. For example, we have different types of Emergency Shelter which we differentiate with Programapplicability. We have over 200 Emergency Shelters that are Crisis or Bridge. In order to display a screen field just for them we must make a separate constraint item for each of those 200 programids. And then maintain that list as programs are added…
7 votesThank you for your feedback. We are currently reviewing this request.
-
Access to Look/Dashboard/Schedule metadata
It would be beneficial for System Administrators to have access to metadata for Looks/Dashboards/Schedules to better maintain reports and monitor system usage.
2 votes
- Don't see your idea?