590 results found
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field geolocation- display on location tab
Greetings- We have recently added a new field for geolocation to the clients enrollment to add zip code of last permanent address. However, if we choose to display this in the location tab, the type shows up as "field geolocation" instead of the field name. We would like to see the field name appended to the field geolocation type (or the field displayed in another column) so that users can differentiate what field geolocation data that are viewing on the location tab. The user would have to find the enrollment where that data was collected to understand what data was…
4 votes -
Report: Program enrollment & CE Enrollment
We regularly have programs that have a requirement for all of their clients to be entered into CES. We'd love to see a 'canned' report that can pull all clients enrolled in a program AND who are enrolled in (or not enrolled in) CES and who the assigned staff member is for their program.
Example: Client is enrolled in SO program, report would pull client info, assigned staff info and have a 'yes' or 'no' indicating if the client has an active CES enrollment.
This would help agencies/programs that have this requirement to pull a report, immediately see which clients…
1 vote -
enrollment report
Please add the remaining enrollment data fields to the Client Enrollment Details report. It does not include income, disability status, etc. Our users need this for auditing purposes as printing to pdf on the enrollment screen results in web links covering up the top lines of the page.
1 vote -
Update Project Roster to include enrollment CoC
Please add enrollment CoC to the Program Roster to help users identify participants active within a specific period by the enrollment CoC or add a filter to the report so the roster can be filtered by CoC, or both.
2 votes -
Update Project Roster to include enrollment CoC
Please add enrollment CoC to the Program Roster to help users identify participants active within a specific period by the enrollment CoC or add a filter to the report so the roster can be filtered by CoC, or both.
1 vote -
Update the [GNRL-403] Public Alert Notice to remove active service
The [GNRL-403] Public Alert Notice requires an active service in order to display the public alert.
I would like to request an update to this report to remove the service restriction and have the report be based on the public alert creating agency and user.
2 votes -
Adding "Project Transfer" to field exit_reason
When clients are going from, for example, a RRH project managed by provider A that is now being managed by provider B, having the Reason for Leaving (exit_reason) picklist option "Project Transfer" would be most helpful for reporting.
1 vote -
Front End Data Validation for Income, Non-Cash, Health Insurance., Disability
Users are able to have inconsistent data when they enter Y/ N to income, non-cash, health insurance and disability and have or do not have sources. Currently there is a warning that pops up when these occur, but we would like to prevent the user from saving the record with these data entry inconsistencies.
1 vote -
Enrollment dates for other members of households
When updating households that have a Head of Household with an existing enrollment it would be beneficial to have the newly added family members enrollment date be defaulted to the date of the head of household's enrollment vs today's date. This would create less household issues to cleanup later.
1 vote -
annual assessment contraint
I would like to add a constraint for users to not allow them to add an annual assessment that is out of the required 60 day range for HUD annual assessments. This is a common DQ issue that could be handled in data entry rather than in a DQ report.
4 votes -
Ability to create multiple current living situations (CLS) across programs for one client
Ability to create multiple current living situations (CLS) across programs for one client as to avoid Auto exit and help eliminate extra work for outreach staff. Similar to the way household members CLS can be updated all at once or just certain ones. There should be the same thing with the programs that clients are enrolled in. This way staff are saving time entering data and can focus on helping the clients.
1 vote -
Make Two Factor Authentication (2FA) System/User Options for flexible
As a System Administrator, I want to enable 2FA as the default for our instance, while still having the ability to exclude certain user accounts, particularly those shared by volunteers with “Attendance Only” access roles (e.g., those who primarily scan in bed nights, meals, etc.) so that certain users do not have the same requirements to log into Clarity, while still maintaining a higher security level for most accounts.
Priority Level: 2
2 votes -
Update Headers in [JRSD-103] Zip Code Jurisdictional Breakout
Currently [JRSD-103] Zip Code Jurisdictional Breakout
provides data on individual clients and on families. Without knowing the exact logic behind the report I would assume "families" is accounting for Clarity households, not only families with children. If the report could be updated to give counts on the number of clients AND the number of Households, rather than "families", there would be a more clear distinction.1 vote -
Update Program to Project system wide
Please update the system to align with the data standards terminology by replacing program with project where applicable. We have to do a lot of extra work to explain to users (via documentation, training, etc.) that the system labeling isn't consistent with the definition of project. Thanks for your consideration!
1 vote -
Sum of financial assistance household has received (by type)
A summary page or report that lists out the amount a client has received in total by funding source. Currently staff need to manually look at each service transaction and sum up the amount. This is prone to errors. It would be best if staff can easily see how much a client has received in a specific funding source. For example, how much HIF or Destination:Home funding they have received in the client's history.
36 votes -
Allow for Documentation for "no" Permission ROI
The documentation option goes away when a no permission is entered. We have to use the top files tab instead of using the upload pdf or e-sign options. It is a burden on case managers to add steps, and admins to check behind them.
1 vote -
Do not require end date for "yes" ROI Permission
The longest Default term that we can set for an ROI is 10 years. In our community, our ROI's do not expire until the client changes their consent. Therefore, we are forced to enter a "fake" end date because the system requires one.
1 vote -
Looker - Household Engagement Date
A Looker field for Household Engagement Date that functions similar to Household Housing Move-in Date. When pulling for the number of persons engaged, the other household members (i.e. children) will not be counted because the engagement date is not collected on their enrollment screen.
10 votes -
Improve Staff Hour Tracking Functionality
Functionality is limited when communities want to use Clarity to track staff hours. If a staff doesn't have an activity that is directly tied to a specific client there is no way to record it. For example, if a staff member is called out to an encampment for clean up but doesn't provide any direct service to a client. Or if there's a mobile shower unit that distributes hygiene products but doesn't have enough time with clients to get any information about individual clients. Or if a shift change occurred at a shelter and staff A is responsible during the…
1 vote -
limited search results in the Attendance Module
the Client Search in Attendance Module only shows a screen full of results; please allow scrolling through the whole list.
1 vote
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