517 results found
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Client Specific Assessment Report
It would be helpful to have a report that can be found in the Client Reports section that returns full details on Assessments. It seems like that should already exist based on what reports are available for clients but somehow it doesn't. Something that allows you to select the Assessment(s) you want included and the date range (like the GNRL-210 Assessment Details Report) but for one specific client that can be easily printed.
10 votesThank you for your feedback. We are currently reviewing this request.
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select multiple report formats at once
Usually when I am running a DQX or APR report, I want the report in at least two, if not all three, formats. It's time-consuming to go through and re-select all the options to run the same report in a different format. Thanks!
26 votesThank you for your feedback. We are currently reviewing this request.
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Adding Notes to Goals Functionality
We'd love to use the Goals functionality that Clarity offers but many of the agencies in our CoC want to use it as a sort of Case Plan where they can track the progress clients are making towards that goal before achieving it. Having a generic notes field that users could edit into as they worked towards making progress on that Goal would be great and tie everything together.
Ex: Goal of acquiring $1500 of total income, user edits into the notes section of that Goal as they work with the client towards achieving it to provide updates/context about the…
6 votesThank you for your feedback. We are currently reviewing this request.
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A Cap on Published Custom Fields is a Major Barrier to Robust Program Evaluation
Please make it possible for custom fields to be shown as disabled in the reporting universe and please remove the cap on published custom fields. Agencies leveraging the power of client databases need a reporting platform that is dynamic and allows for custom fields to evolve-- be added, edited and retired as needed.
9 votesThank you for your feedback. We are currently reviewing this request.
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User Admin - Manual Increase of License Caps
It would be beneficial, in certain circumstances (temporarily inactive users, etc.), to be able to manually increase our License cap for license types to properly manage and anticipate activation fees when exceeding our cap.
In our setup, we pass all license fees to participating agencies (license fees and activation fees).
To give an example:
Let's say we have 100 licenses, 100 are in use and active. 5 users go on leave temporarily for a few months and are inactivated. We are then at 95/100 active licenses.Let's say we train 2 users bringing us to 97/100. All 5 users come…
2 votesThank you for your feedback. We are currently reviewing this request.
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Extend the XML schema to include Notes, Contacts, Appointments and Locations.
Extend the XML schema to include Notes, Contacts, Appointments and Locations.
2 votesThank you for your feedback. We are currently reviewing this request.
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[STFF-103] User Active Caseload report select multiple staff members
Add the option on the [STFF-103] User Active Caseload report to multi-select user names
4 votesThank you for your feedback. We are currently reviewing this request.
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Unlink-relink CLS assessment to other program
Street Outreach projects, now REQUIRED to record contacts via the Current Living Situation ASSESSMENT, are known for having the most occurrences of duplicate records due to the nature of their work and the population of clients being served. As hard as outreach workers & Sys Admins try, duplication of client records and associated enrollments will occur in Street Outreach settings (so much so that it is commented upon in the HUD Data Standards Manual).
When this duplication happened in the past, Admins could merge client records and link the previous Contact services from History -- after unlinking them from one…
18 votesThank you for your feedback. We are currently reviewing this request.
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Automated HMIS CSV Exports through Data Analysis Tool
An automated HMIS CSV export using Looker that could allow users to control which HMIS fields are exported.
4 votesThank you for your feedback. We are currently reviewing this request.
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Clearer sharing settings
This is two requests:
Clearer descriptions of current sharing settings
More flexibility than current sharing settings allow4 votesThank you for your feedback. We are currently reviewing this request.
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Make it possible for checkbox fields to be marked "Required"
For checkbox fields, add indicator allowing it to be marked as "answered" so that we can see whether a checkbox field has actually been answered. Checkbox fields are currently not able to be set as "Required" because of their logic. It would be good to know whether the question is set at 0/Off because that is the actual answer rather than if they simply didn't answer the question. This is a potential Data Quality gap in the system.
4 votesThank you for your feedback. We are currently reviewing this request.
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Assigned staff from non-primary agency
Currently, within an enrollment users can only assign staff members who have the agency where the enrollment lives as their "primary" agency (unless assigning themselves). So, if a user has access to multiple agencies, other users can only assign that user to an enrollment in that user's primary agency.
The drop down picklist for assigned staff SHOULD include all staff with access to that agency, even if it is not their primary agency.
11 votesThank you for your feedback. We are currently reviewing this request.
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Tracking Views in Data Analysis
Knowing the number of views for Dashboards and Looks in Data Analysis would help admins determine which ones are useful.
2 votes -
Add ability to keep multiple runs of same report type in report queue
If we are running an APR (for example) for multiple programs or multiple dates at the same time, currently the report queue only keeps the most recent run of the APR in memory and overwrites or removes previous runs. User has requested the ability to run multiple APRs and have the results stored in Clarity to compare without having to download.
34 votesThank you for your feedback. We are currently reviewing this request.
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5 votes
Thank you for your feedback. We are currently reviewing this request.
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Direct referral of eligible programs dependent not on agency CoC but program CoC
The limiting factor in providing a direct referral to an eligible program is that the agency CoC of the user must be the same as the agency CoC of the program. While an Agency can only be assigned to a single CoC, its Programs can be assigned to a CoC different than the parent agency or even multiple CoCs.
When the user's CoC does not match the agency CoC for the program to which the user wants to make a referral, the program will not be made available, even though the client might otherwise be eligible.
The eligibility engine should…
6 votesThank you for your feedback. We are currently reviewing this request.
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CLS cascading request
"Our street outreach team would like to have cascading work for Current Living Situation records even for their long term clients. The ability to cascade is based on enrollment start date, but why can’t it be based (at least for the CLS) on the amount of days since the previous one was recorded?
They have long term clients they work with and as you know, recording a CLS “outreach contact” is no longer a quick service transaction in Clarity – it takes longer for them to fill out the assessment page."
5 votesThank you for your feedback. We are currently reviewing this request.
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Include Data Quality Markers for Client Merge Tool
Have the client merge tool include data quality markers to help determine which record is the best primary based on the quality of the data entered.
11 votesThank you for your feedback. We are currently reviewing this request.
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Service Taxonomy Manager
Setting up a new Service Taxonomy is relatively easy, but applying a Service Taxonomy to Service Items is not. There can be thousands of Service Items within a Clarity instance to which Admins might need to apply just one taxonomy code. A tool that allows admins to search for Service Items and apply taxonomy codes would remove a significant barrier to the usage of Service Taxonomies.
2 votesThank you for your feedback. We are currently reviewing this request.
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Report Library Search
It would be very helpful to have a search tool for the library. Some features:
Search all folders
Search by part of title or report number
Prompt suggested matches
Nice to have:
- Option to designate which folder to search in... i.e. Admin Reports only
2 votesThank you for your feedback. We are currently reviewing this request.
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