53 results found
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Program Roster Report dates in excel
The Program Roster Report (there may be others, but this is the most pressing) spits out start and end dates in very strange format in Excel. The columns are not formatted as dates but as text. You can tell because you can't use date formats, and sorting goes alphabetically (month > day > year) rather than chronologically. Just reformatting does not seem to work - you have to actually add a new column with a datevalue(...) formula.
This report is one of the most used by end users, many of whom are not adept in Excel. Please fix the structure…3 votes[GNRL-106] Program Roster has been updated to ensure the date format within the report can be sorted chronologically. The Program Roster article has been updated to include troubleshooting tips and tricks to ensure sorting in Excel is as expected. In addition to this update, the report has been updated to include an HoH filter prompt and bolded HoH formatting to quickly identify clients that are HoH or Household members.
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Enhance Attendance Services list to allow for searching for specific services and see what program each is tied to
The list of attendance services is very large in our community, often resulting in 50+ pages of services. When in the attendance module to select a service to view, we’d like the following enhancements:
Add a search box to allow the user to easily locate the service they want to work with. This should mainly be a search based on service name, but also allow for an advanced search on type (attendance or reservation), program linked with, or service category.
Add a column to the view that shows which program the service is linked with.4 votesThank you for your feedback. A feature or update related to this item has been released.
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Service funding sources limited to program funding sources
Limit the funding dropdown on the service tab (under program enrollments) to list only the funding sources currently tied to the program. Currently, it lists all funding sources set up for the agency, which can lead to data quality issues if the user chooses a funding source that the program does not have. The list should be limited to the sources tied to the program in the setup.
15 votesThank you for your feedback. A feature or update related to this item has been released.
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user accounts agency management
Allow Agency System Administrators the ability to manage their own agency's user accounts. This would include the ability to deactivate, reactivate, create new users, unlock/lock, and other simple user account management for the agency. A limit of users can be set (if necessary) and if more users are needed then the Agency System Administrator would inquiry for more with the CoC System Administrators (only necessary if there is a user amount limit per agency). [Especially important for large agencies]
2 votesThank you for your feedback. This functionality is already a part of Clarity Human Services. If you have any additional questions, please feel free to contact support@bitfocus.com.
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Service model in Looker should include program info
For some reason, the Services Model in Looker doesn't contain detailed program info (including which program enrollment ID it's tied to). At the same time, the Client Model doesn't contain Service Item information, which we need whenever we pull Service info. Please adjust this by making enrollment, program, and service item info available in one place.
2 votesThank you for your feedback. This functionality is already a part of Clarity Human Services or a service that is offered by Bitfocus. Enrollments-Enrollment ID and Programs-Name are available in the Services Model.
If you have any additional questions, please feel free to contact support@bitfocus.com.
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Add Head of Households only filter to [GNRL-106] Program Roster
I have a suggestion for the '[GNRL-106] Program Roster' report.
It would be extremely helpful if there were a filter added to the report that allowed you to either run the roster for either all clients (as it current runs in our CoC), or to ONLY display assigned heads of household within the program. This would really help several of my programs utilize the report in the way they need to without having to manually remove dependents.
4 votes[GNRL-106] Program Roster has been updated to ensure the date format within the report can be sorted chronologically. The Program Roster article has been updated to include troubleshooting tips and tricks to ensure sorting in Excel is as expected. In addition to this update, the report has been updated to include an HoH filter prompt and bolded HoH formatting to quickly identify clients that are HoH or Household members.
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CSV/XML Export report - project type filter
The ability to run this report across the COC for specified project types only
1 vote -
Re-create [GNRL-106] Program Roster in Looker
The Program Roster found within Clarity's Report LIbrary is a popular report. Over the years, many customers have asked for varying modifications to the report to suit local needs. Rather than continuously modifying the report (or rejecting unique modification requests), could a version of the report be made available in Looker that customers could then modify to suit their needs?
4 votesThe new Program Roster LookML dashboard was released today. For more information about the dashboard, please review our Program Roster Dashboard article.
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Provide Access to Data Element 4.20 Response Categories for direct data entry
To accommodate data standards compliance, please provide access to response categories 10-15 for data element 4.20 (CE Event: Referral Events) for direct data entry for communities who utilize Clarity for client profile and case management but whose assessment, matching, and referral solutions are external to the Clarity software and who are not in need of the add-on module of Community Queue.
26 votesThank you for your feedback. A feature or update related to this item has been released.
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More Inclusive Primary Language Options
The Core field Primary_Language seems to be rather "Euro-centric” which is counter to many customers' goals around equity and inclusion. Can this be modified to be more inclusive?
7 votesIn December 2021, we updated the picklist options for the core field "Primary Language" (field data name = “primary_language”) to include 50 additional languages. We chose to populate the list with the same languages that the U.S. Census Bureau prints their forms. These options are listed in alphabetical order, except for “English” at the top of the list.
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Request to Inactivate Field Options instead of Deleting
Currently, if a field picklist option is no longer valid/needed, the only way to remove the option is by deleting it which causes a disconnect in the ability to report that data because the data stays in the system but is disconnected from the field option value (since it has been deleted). This request is to allow users to inactivate field options instead of deleting (or something similar).
2 votesToday's feature release includes the ability to set picklist options to Inactive rather than deleting them.
Let us know what you think about how we've implemented this feature request.
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'Time Added' for Services in Looker
System admins have the ability to see the time a service item was added to Clarity by manually checking the associated audit log. It would be great to have a 'Time Added' dimension in Looker for checking multiple service items at once.
5 votesThank you for submitting your idea. This has been completed and released in June. Please see our release notes for more information. https://help.bitfocus.com/6/20/2022-release-notes
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Able to Access Screens Using URL - June 2021 Feature Update
Prior to some enhancements, system admins had the ability to access other agency's screens via the URL without switching to that agency or adding it to the additional agency section.
Our continuum is large and using the current enhancement will require us to add a large number of agencies...Please modify the logic to allow system admins the prior ability or add the option "All Agencies for System Admin" to the Additional Agency Access.
1 voteThank you for your feedback. A feature or update related to this item has been released.
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Ability to Edit/Backdate Referrals
In order to clean up our Coordinated Entry and Community Queue data, we sometimes need to re-enter/edit/backdate referrals. Our COC analyzes metrics like time between referral date to housing, referral date to program entry, etc. and applying the current system date when adding a referral isn't always accurate.
43 votes -
[HUDX-224] PATH Annual Report. Explicitly display the Service Name instead of [Services Provided – PATH funded] in the drill down
In the HUDX-224, when you drill down from 12a and 12b, there is a Contact Description column. I think it would help if the name of the service were displayed instead of [Services Provided – PATH funded]. I’d guess this may be a change that would help all the CoC’s when they dive down and look at the services provided when no Current Living Situation was properly entered for the date.
2 votes -
3 votes
Thank you for your feedback. A feature or update related to this item has been released.
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[GNRL-106] match HoH display in Excel format to PDF format
[GNRL-106] match HoH display in Excel format to PDF format
2 votesThis update was released 10/2022.
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Create a dimension for, Inbound Recidivism: Project Type in Looker
Add the Project type to filter out project exits, by project type.
4 votesUpdated Recidivism Fields were released in August 2022. Please review 8/22/2022 Release Notes for more information.
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Can the Geocode field on the Site setup page be set to hard required so that you cannot save a site without a geocode
Can the Geocode field on the Site setup page be set to hard required so that you cannot save a site without a geocode.
7 votesThank you for your feedback. A feature or update related to this item has been released.
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New accounts - 24-hour sign-in deadline
Since we provide 24/7 services, many of our emergency shelter staff work inconsistent, relief, or weekend schedules. This makes the requirement that new staff log in within 24 hours of their account being made often impractical. This results in a ton of back-and-forth and frustrations. It would be very, very helpful to be able to create exceptions to this policy.
18 votesThank you for your feedback. A feature or update related to this item has been released.
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