596 results found
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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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Set maximum ROI term
We would like to be able to set a maximum ROI term in addition to a default ROI term. Our community's release expires 3 years from the date of the signature unless a previous date is specified, however, it is possible to override the date to extend it to any number of years beyond the default. This requires us to monitor and manually update any dates that are set beyond 3 years.
5 votes -
Funder-specific Role
Allow for role to be limited by program funding. For example, auditors from the city that manage ESG funding for programs want to log in to HMIS and view data and client records for just ESG funded projects. Departments will not work because ESG funds programs across different agencies / organizations.
5 votes -
Add ability to filter pending referrals by Program
The "Pending" tab of the "Referrals" page in Clarity shows all the pending referrals for the agency. For our larger agencies, this can be a very long list that requires providers to click through multiple pages. There is the existing option to sort by program name, but they still have to click through multiple pages if the program they work with is later in the alphabet. It would be great if there was a way to filter for a specific program.
5 votes -
Please publish CE Event set to private yes/no to data analysis so it is available in Looker.
CE Events private yes/no is not available in Looker.
5 votes -
Ability to Complete Assessments in Offline Mode
Some of our outreach-based end users need to complete assessments with clients in locations that are inaccessible for the internet. It would be helpful to have an offline version of Clarity or Clarity assessments where the data was cached and then uploaded when the end user reconnects to the internet.
5 votes -
Data Analysis: Unpublish Custom Fields
When utilizing Looker/Data Analysis, custom Clarity fields can be published to Data Analysis and then never used or a field becomes retired with an older workflow/process.
Adding functionality to allow users to 'unpublish' fields from Data Analysis would allow analysts to remove unneeded fields from their field toolbars allowing for more streamlined field selection and improved overall model performance.
Unpublishing fields should be associated with an access role to ensure users that are unpublishing custom fields are not removing fields and breaking content with it.
Thank you for your time and consideration.
5 votes -
Allowing for Household Member Toggle in Referrals
It would be nice if it could be an option to allow for toggling household members in a referral the way you can in a service or program enrollment.
Our staff has really struggled with the idea that only HoH needs to have the referral sent to the queue. This means that on other household member(s) profile(s) it does not show them as "Client has an active entry on the
Community Queue". This has resulted in duplicate referrals being added for the same household.It would solve confusion if you could toggle on individuals included in the referral so the…
5 votes -
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.
5 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 -
Adding the ability to associate an entire program to staff accounts
Adding the ability to associate an entire program to staff on the user account page.
5 votes -
Tool to update case manager
When a case manager leaves an agency AAs are having a difficult time reassigning clients to another case manager. Some case managers will have a case load of over 100 clients. It would be great to have a tool for system administrators to remove the case manager and assign the clients to another case manager.
5 votes -
Stand Alone Looker Organization
We would like to be able to see in the stand alone looker which reports have been published to Clarity, the last time they were viewed, and be able identify which reports use specific fields as they change and/or become obsolete so that we can identify looks that are going to break.
5 votes -
Dashboard filter combining Or statements
Would it be possible to add the ability to filter by OR statements in a Dashboard, specifically something like "if the client checked yes to question 1 OR checked yes to question 2, show them in this filter"? We can do this at the individual Look level using a custom dimension, but for dashboards where we need to quickly enable or disable such a filter for 25+ looks at once for data analysis this could present difficulties.
While we could do individual pulls one at a time, if the question is "how many individuals said yes to one of these…
5 votes -
Change INVENTORY Dashboard Sharing Settings to CoC-Based
Currently, the INVENTORY dashboard can be shared by Agency, Coordinated Entry Group, or at the System level. For a statewide instance of Clarity, each CoC operates as a separate system. For this reason, it would be beneficial if the INVENTORY dashboard shared shared by CoC instead of systemwide. This way units made in one CoC are not visible to the entire instance when the sharing setting is set to System.
This was an idea brought forward during discussions with Washington Commerce and King County.
5 votesThank you for your feedback. We are currently reviewing this request.
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Automatic Current Living Situation
Allow for an automatic current living situation to be entered in a client's program enrollment when they are added to the outreach map or when they move to a new location on the map.
5 votesThank you for your feedback. We are currently reviewing this request.
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Allow the ability to edit both the referral reassigned date and referral status for accurate reporting
Without this functionality, the Referral Statistic - Outbound report is useless due to user errors that cannot be corrected.
Priority level 3
5 votesThank you for your feedback. We are currently reviewing this request.
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Link Coordinated Entry Enrollments to Community Queues
Link Community Queues to active enrollments in Coordinated Entry. Link it so when someone is exited from the Coordinated Entry project (both manual and auto) that they are automatically removed from any queues. This means that everyone on a queue is active in coordinated entry.
5 votesThank you for your feedback. We are currently reviewing this request.
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allow the Events list to be alphabetized
Allow the list of events to be manually sort. (change the order they display)
5 votesThank you for your feedback. We are currently reviewing this request.
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