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Client Privacy Settings on the Client level
Clarity would be so much more robust and flexible if client privacy settings were tied to the client and not the agency. Our community offers clients the ability to revoke consents. We also import data from another system so we are forced to choose between database health (client matching on) or client privacy. All of these issues would be resolved if client privacy was set at the client level vs. the agency.
44 votes -
Allow System Administrators to run multiple reports of same kind
Some customers may be responsible for running 40-50 CAPERs at one time for the quarterly ESG CV submissions. Is there any way System Administrators can have “special permissions” to run multiple reports?
40 votes -
Type dates in Report Date Range
It would be great if we could type in the dates for reports instead of selecting from the calendar.
28 votes -
Allow agencies that operate programs across multiple CoCs to have access to multiple CoCs Community Queues
Some agencies operate programs across multiple HUD CoCs; the agency can only be assigned to a single CoC, but its programs can be assigned to multiple CoCs. Access to a CoC's Coordinated Entry Community Queue is based on the CoC assigned at the agency level, not the CoC(s) assigned at the program level. This prevents programs that operate in other CoC(s) to view the Community Queue(s) for the CoC(s) they operate in.
If an implementation has their Coordinated Entry Type set to "Continuum of Care Based" in their system settings, they should be able to allow agencies that operate programs…
27 votes -
Bulk Delete/Mark as Read Clarity Messages
Add functionality to bulk delete or mark all as read for Clarity messages. Some of our users have hundreds of message notifications of referrals because of our recent CES migration, and they would like a quick way to clear them out.
27 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.
26 votes -
Allow previously collected data to "cascade" upon Auto-Exit
Customers would like the ability to carry forward ("cascade") any data collected prior to an exit as the response collected during an auto-exit.
Such functionality would be different from the current 'Exit Screen Fields Due to Inactivity' functionality. Instead of pre-defining default exit data for an exit field, customers would have the ability to allow the most recently collected data (something collected during enrollment or a status update, for example) to carry forward into the corresponding exit field when an auto-exit takes place.
26 votes -
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.
25 votes -
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!
23 votes -
Every screen needs to have staff creating/updating
We know that staff creating/updating any screen (enrollment, assessment, service) is available in Looker. But it is completely baffling that this information is not immediately visible in the front-end of Clarity, from the history tab, etc. A supervisor or another program staff member should be able to click on a history tab, assessments screen, etc. and immediately see who completed a certain action. This is necessary for really basic management.
22 votes -
Search within Clarity by ID for Agency or Program
It would be helpful to be able to search within Clarity for an Agency or Program by its ID. This would have been particularly helpful while addressing LSA flags.
21 votes -
Ability to add integer, other fields, to Service Items
Ability to add integer fields, other field types, to Service Items for the purpose of tracking the number of items given to clients. (e.g. client was given 5 bus passes, they would like to enter a 5 as a numeric field somewhere in the Service Item Details)
20 votes -
Documentation Requirements- Allow for logic/conditions when configuring documentation requirements
Documentation Requirements- Allow for logic/conditions when configuring documentation requirements.
When configuring documentation requirements for a program, you can only list required documents but do not have the ability to indicate AND/OR conditions. The way it works now, you can add multiple documents but the system thinks that all documents are required. This is problematic because, for some programs, we want to indicate that a driver's license OR a passport is required but the system would think both are required.
For example, for housing programs, clients would only need to show one form of ID. Either the driver's license or a…
19 votes -
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 votes -
[Looker] Access to LookML
Request access to LookML
LookML is a language for describing dimensions, aggregates, calculations, and data relationships in a SQL database. Looker uses a model written in LookML to construct SQL queries against a particular database.
17 votes -
Allow users to receive Assessment Due Warnings for program status updates in addition to HUD-required Annual Assessments
Currently Assessment Due Warnings only populate for HUD-required Annual Assessments. We would like to see the option to set Assessment Due Warnings for status update screens, so that users can receive reminders to complete status updates on a more frequent basis. For example, if the Case Status field in the program template is set to "Every Month", the user would receive an Assessment Due Warning each month a client is active in a program.
In addition, we would like to see the "Assessment Due" date on the "Status Due" tab of the Caseload tab to reset each time a status…17 votes -
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…
17 votes -
Ability to make alerts not expire
Our agency needs certain alerts to never expire until they are marked resolved. We use these alerts for safety concerns so it is critical that they come up when a client record is found by search or scan, until they are resolved. Currently, expiration date cannot be left blank. We propose that a checkbox/switch be added for "indefinite" that hides the expiration date (this could be an option at the agency level). Then when the alert is resolved, it can be edited to expire.
16 votes -
Concurrent / Overlapping Enrollment Alert
Customer requests a feature to alert a user that is creating a new Enrollment for a client when there is already another open Enrollment (i.e. without an Exit Date) at another Agency that would overlap.
16 votes -
Audit Log Reporting
We wanted to request a feature enhancement regarding audit logs. Our hope is that we would be able to report on a history of changes to client profile data. We would like to be able to identify the fields that were changed, the user that made the changes, and the date that the changes were made. This is currently available to system admins on a limited basis by going into individual client profiles and reviewing an audit log, but it would be helpful to be able to run a canned report or even have a Looker model dedicated to tracking…
15 votes
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