352 results found
-
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.
-
Inactive Unit Description Field
It would be helpful to include an inactive description field when a user changes a unit to inactive. Users can include information that the community may need to reference later. For example, referencing this info may be particularly important when preparing the HIC or LSA reports.
4 votesThank you for your feedback. We are currently reviewing this request.
-
search for client by phone number
It would be really great if we were able to search by participant phone number. I get a lot of calls where I can't fully decipher the name they give me on the voicemail message but they leave a phone number. I can sometimes call them back and figure it out of course, but it's really helpful to be able to find their name for folks whose phones don't work/turned off, etc. This makes it much easier to follow up with their housing.
6 votesThank 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.
22 votesThank you for your feedback. We are currently reviewing this request.
-
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.
-
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.
2 votesThank you for your feedback. We are currently reviewing this request.
-
live marker
Create a Live Marker to calculate the number of days between the Approximate Date Started and Project Start fields. This will allow us to create warnings for very old Approximate Date Started Dates, and warnings to notify users when the data collected doesn't make sense. For example, if a client's Approx. Date Started is at least three years ago they should have only one episode of homeless according to the data collection instructions in the Data Standards.
4 votesThank you for your feedback. We are currently reviewing this request.
-
Mark "Client Location" as hidden/constrained on screen editor
When editing a screen in Clarity, most fields are marked with a special icon if they are hidden (crossed out eye) or constrained (up arrow with hat). However, the "client location" and "Relationship to Head of Household" are not marked in any way even though they have constraints hard-coded. So, the "client location" field will not appear on an enrollment screen if only one CoC is associated with the program associated with the screen. This is a great time-saver, but for Admins it would be helpful to just have this noted on the screen editor like all other fields with…
1 voteThank you for your feedback. We are currently reviewing this request.
-
Multiple Attendance Services to report like other service Delivery Types
Currently, service items with multiple attendance Delivery Type do not report the same as service items with other Delivery Types (Long Term, Single Event, and Daily Attendance). All service data should be stored and reported in the same manner.
See the note within [GNRL-104] Service Summary report article as an example, "Note: For the purposes of this report, multiple attendance services are limited to a count of 1 per day in the # of Services column."
4 votesThank you for your feedback. We are currently reviewing this request.
-
SNN Field Update in Clarity
If the SNN Field is entered in as zeros, have the system automatically delete them when someone clicks to edit them. This will allow them to type the new one without any confusion that they actually have to delete the zeros first if they want to change it.
7 votesThank you for your feedback. We are currently reviewing this request.
-
Adding a NOTES Section in the Modify The Staff
It would be convenient and useful to have a notes section in HMIS where we could enter details about a staffs access changes and/or other notes. In particular I would like to be able to enter why an account was made inactive. This would assist in next steps when a user who was made inactive is requesting to be reactivated.
22 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.
9 votesThank you for your feedback. We are currently reviewing this request.
-
Program detail - history and notes
Please add program history under Program Resources, under Modify Program, that allows tracking of program history by dates (more than just a plain text box under Program Description), so we can track audits, meetings, contracting, staff changes, incidents, events.
1 voteThank you for your feedback. We are currently reviewing this request.
-
Filtering Notes
End users would love the idea to filter through notes based on the note_categories field and quickly find the notes they need for their clients.
3 votesThank you for your feedback. We are currently reviewing this request.
-
Copy Fields the way you can copy Screens
Hello! In my organization, our Client Profile page has Fields we'd use multiple times in the same screen - reporting-wise they're different fields but essentially the same long picklist. For example, we have a dropdown of multiple languages for Primary Language, but that same list for Secondary Language. In cases like this, where the same or similar field would need to be in the same Screen, could we have a copy feature the same way we do for copying an entire Screen?
1 voteThank you for your feedback. We are currently reviewing this request.
-
Add audit log for when notifications are sent
Many notifications are automatically triggered by certain actions in Clarity. However, it is not always clear if the notification was actually sent or a way to check in the UI. So many customer workflows depend on those notifications being sent that it is important for System Admins to be able to see if they sent or not.
1 voteThank you for your feedback. We are currently reviewing this request.
-
Delete Fake Entry
Hello! I currently use Efforts to Outcomes (ETO), a rival database provider for nonprofits, but am in transition to Clarity. One feature that ETO users rely on that you could implement in Clarity to be more competitive with ETO would be their Delete Fakes feature. In short, staff in various providers will use the client last name Fake to identify a client that is fictional for training, testing, or other QA purposes (this makes it easier to filter out fake clients automatically as well). When it comes time for monthly or quarterly reporting, there is a feature where an Administrator…
1 voteThank 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.
4 votesThank you for your feedback. We are currently reviewing this request.
-
service require roi
Require a valid ROI for a program level service transaction
In the attendance module you can toggle on "require ROI for attendance" but in regular program services this isn't an option. Making this feature part of program services would prevent services from being added when a valid ROI isn't present and provide staff a reminder to complete an ROI at the time of service.1 voteThank you for your feedback. We are currently reviewing this request.
- Don't see your idea?