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.

Customer stated... May I ask that this be placed on the feature enhancement list? As someone who is responsible for running 40-50 CAPERs at one time for the quarterly ESG CV submissions, this is going to be quite the task. Is there any way System Administrators can have “special permissions” to run multiple reports?

It would be very helpful for my users if our training site had a very different color scheme from our live site. That would help prevent accidental entry of real data in the training site.

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.

It would be great if we could type in the dates for reports instead of selecting from the calendar.

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!

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.

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.

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.

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)

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.

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.

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.

I often times need to run the same report for all of our agencies. However, I am only able to schedule the report for 1 agency, when I attempt to schedule this for more then 1 it will override the previous agencies scheduled report.

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.

I cannot stress this need enough. The ability to view standard and custom reports/Looks and toggle filters in the reports/Looks should be standard across the board for ALL users, regardless of their access to building reports/data analysis. The data that users enter is only as useful as it is VISABLE to staff and managers. Users should be able to view reports as needed and not have that access unnecessarily bottlenecked at the Agency Manager level. This is not a novel request-- other products do this.