624 results found
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Staff Screen: Audit Log Section
From the lens of a agency/program manager or System Administrator, it could be extremely useful to have an additional section on a user's staff screen (https://instance name.clarityhs.com/manage/staff/edit/user ID) that contains an Audit Log record (potentially below User Policy).
I envision this:
- As being a section that highlights activities to a certain page/row limit but is also downloadable to a csv (potentially with a selectable date range)
- Being tied to an access role
- Being utilized for general audits for security and activity review
- Including general staff activity, report runs (with parameters), recent client searches, etc.Currently,…
1 vote -
Enhance Program Availability Functionality and Customization Options
Currently, communities can add certain custom fields to Program Availability to track details on program openings, however, the ability to customize the availability form is limited (e.g. no dynamic screen options, limited field types, inability to edit default fields). In its current state, communities may choose to use 3rd party form solutions outside of Clarity to track program openings or use workarounds to structure the availability form to capture local information (e.g. using a field as a label).
The Availability Form could be improved by providing screen functionality, offering all field types, and allowing for the editing of default fields…
9 votes -
Add an option to identify pets as a “Household Member"
User Story:
As an outreach worker who works with unhoused individuals and their pets, I want an option to be added that identifies a pet in the “Household Members” section so that we can link the pet to the owner, have an accurate representation of family size, track safety and liability, and know who the client will be taking with them if they were to receive housing. We provide services to clients AND their animals, and we propose a comprehensive set of criteria to be included such as:
- Photo Entry
- Breed
- Age
- Name
- Color
- Microchip status
- Vaccination records
- Size
- Temperament
- …
36 votes -
An Access Role where the user can create new client records and edit them, but only have Read-Only access to all other clients
When training new HMIS users, we want them to practice creating new client records and editing the data in those records they have created. We also want them to be able to search for and read through other client records that others have created.
However, we DO NOT want them to be able to alter client records made by others. We have found that in the course of their training, trainees sometimes make accidental or uninformed changes to other client records. This results in the altered client record being partially inaccurate, inconsistent, and/or confusing. It takes us countless hours to…
1 vote -
Customize DIT Client Matching
Currently, Clarity has 2 client-matching options when using the DIT - full and regular. It would be helpful if users could select custom conditions for client matching in addition to full and regular.
In several communities, the data quality of SSNs are poor (often not collected/NULL), as an example. This results in the auto duplication of client records when other client-matching conditions could have been met. Many communities are very clear they do not want to match clients based on SSNs.
As such, more flexibility in client matching would be beneficial for many communities and make the DIT more useful…
16 votes -
Add Clients: Date Updated dimension with time grain to Looker models
It would be very helpful to my org if Looker models that have Client info included a Clients: Date Updated dimension that includes the updated time, as is currently done for the Clients: Date Created Date dimension (Date, Month, Quarter, Time, Week, Year).
2 votes -
Audit log for System Settings > Assessment Processors page
The Assessment Processors page under System Settings does not have an audit log. It is important to be able to track when Assessment Processors are added or removed from this page, so an audit log or some other tracking option would be helpful to track those changes.
16 votes -
Multi-Select Fields as INVENTORY Dashboard Filters
Currently, it's only possible to turn checkbox and picklist field types into custom filters on the INVENTORY dashboard. With the introduction of the Multi-Select field type, many communities are interested in seeing this field type made available as a custom filter type for the INVENTORY dashboard. This would allow customers to have more dynamic control over how they identify appropriate units and beds for client referrals.
2 votes -
Add a third category for housing inventory between "available" and "occupied," such as "partially occupied"
Hello! One thing that came up in a past support ticket was that, if I can't proactively know how many family members will occupy a unit, I was told to just have a larger bed size to prevent needing to change the unit configuration with each new family. This is fine, but does create the issue that the inventory page flags the unit as "available" even when people are currently in it.
One idea would be to make three categories: available, occupied, and fully occupied. Another idea could be to make a middle category such as available, partially occupied, and…
2 votes -
Allow modifying of units/unit configuration while a family occupies it to prevent circumstantial issues
Hello! I ran into an issue where I needed to add a newborn family member to the housing inventory for compliance reasons, but I could not add a bed to the unit without changing the unit configuration, and could not change the unit configuration while someone was occupying the space. It would be great if we could add members of the same family all at once (and retroactively in this case), or just allow us to change unit configurations with fewer restrictions.
More broadly, just being able to add multiple family members to the same unit without having to do…
1 vote -
PHI
Strip PHI/PII from ALL reports by using a "Toggle Button." This would allow for ease of sharing information between partners, grantees, etc by allowing users the ability to use share reports instead of deleting going into files then self deleting all information or guessing what information should be removed before sharing a report.
6 votes -
Ability to "link forms from history"
It would be helpful to be able to link forms from history. Our CoC has outreach programs that work with clients in encampments. We have forms in our system that outreach workers can complete to assist with homeless certifications. They can fill out the forms in the field, at the client level. When those clients enter an ES program, having the ability to link those client level forms into the program enrollment can assist with the documentation needed to show the client is homeless and with staff completing homeless verification forms with the client. We have other forms we use…
1 vote -
"Other" Files could be turned off or removed
We are trying to make our program intake process "paperless", by having staff scan and upload files to the client's enrollment. We want to be able to run a report and verify that all the necessary paperwork has been uploaded. With "Other" so easy to use, it does not work.
Every file category has a file name which is always available, "Other". It allows staff to enter their own file name. It cannot be removed; it is part of every category as soon as you create it. "Other" is too easy to use. We have literally thousands of "other" files.…
1 vote -
User Access Role: Matchmaker modification
We would like the housing opening notifications to be a separate user access role. We have several queues in our community for ES and PH. The teams who make referrals to ES do not need to get an email notification for PH Housing openings/availability for agencies/programs they do not have access to in Clarity.
We would like these notifications to be a separate access role.
4 votes -
Retain Historical Opening IDs with Referral Connections in Looker
Currently, Opening IDs with referral connections can only be viewed in Looker's CE Model for referral status's that are Pending or Pending - In Process. Retaining historical opening id information for all referral status types (completed, denied, etc.) would allow for trend analysis on the length of time between when a unit is posted and the date a client is referred to the unit.
13 votes -
Automated warning if an admin is about to delete a field that is used for conditional formatting
We have some fairly complicated custom screens that use custom fields and display constraints. However, a field was recently deleted but the admin deleting the field was unaware of the display constraints and it broke the screen. It would be great if a warning message popped up warning the admin user that a field is being used for display constraints and either not allow the deletion or require the admin user to confirm the deletion. Ideally, the warning message would include a list of fields with the display constraint applied.
Thank you.
5 votes -
[DQXX-103] Monthly Staff Report - Add Parameter that Allows Users to Filter in/out Users with Additional Agency Access
[DQXX-103] Monthly Staff Report currently includes all users who have access to that agency, including those who have additional agency access. Having the report show all users with additional agency access makes it challenging for providers to use this report in a meaningful way when looking at their agency staff's activity in Clarity.
I propose to add a parameter to this report to allow users to globally filter in/out users with additional agency access to the agency they pull the report under. This would help agency leads in filtering out oftentimes irrelevant user activity information regarding users with additional agency…
5 votes -
Add mapping of UserID in DIT
Similar to the way that we can map Program IDs or Service IDs when importing a file with the DIT, it would be helpful to be able to map User IDs so that the user who created a client or enrollment record in another database can be tracked in Clarity by linking to existing Clarity user IDs. Then the user can be associated with the Clarity enrollment rather than the file importer or "Admin" when using the DIT API.
1 vote -
DIT Improvement: Download Results
When reviewing results in the DIT interface, there can be hundreds of pages on the results page.
To allow for easy review, searching, and filtering, an excel/csv downloadable version of these results would benefit end users.
7 votes -
Care Team User or Program Setting (Not assign staff)
Some staff are data entry staff and automatically get assigned as a care team member. I would be great to toggle this OFF so that community members don't attempt to contact data entry staff for care coordination. This is especially true for NBN shelters, as they don't tend to assign case management at the point of enrollment. So, either toggle off at user level if they are data entry only OR toggle off at program if the care team doesn't mean the same thing for a particular program.
2 votes
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