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Clarity Human Services

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Clarity Human Services

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  1. It would be great if certain HUD reports can be "pre-validated" in Clarity (run against some known HUD validation checks). This could save users time when submitting to HDX (1 or 2) or Sage, if they know right away that there is a problem with their file/report. They would not even have to "waste time" submitting a problem file to HUD but be prompted to fix errors right in Clarity.

    4 votes

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    1 comment  ·  Admin →
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  2. Use case: many programs have a general email address that is shared across program staff. These shared email addresses are often used to manage referrals to a program to make sure they are addressed as soon as possible.

    Currently, an additional user license would be needed to associate the email address with in order to receive notifications. In this case, the email notifications would be the only reason for the license. Ideally, this functionality would be available without using a user license.

    4 votes

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  3. It would be helpful to include an inactive description field when a user changes a unit to inactive. Users can include information that the community may need to reference later. For example, referencing this info may be particularly important when preparing the HIC or LSA reports.

    4 votes

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    0 comments  ·  Inventory  ·  Admin →
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  4. Create a Live Marker to calculate the number of days between the Approximate Date Started and Project Start fields. This will allow us to create warnings for very old Approximate Date Started Dates, and warnings to notify users when the data collected doesn't make sense. For example, if a client's Approx. Date Started is at least three years ago they should have only one episode of homeless according to the data collection instructions in the Data Standards.

    4 votes

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  5. Currently, service items with multiple attendance Delivery Type do not report the same as service items with other Delivery Types (Long Term, Single Event, and Daily Attendance). All service data should be stored and reported in the same manner.

    See the note within [GNRL-104] Service Summary report article as an example, "Note: For the purposes of this report, multiple attendance services are limited to a count of 1 per day in the # of Services column."

    https://help.bitfocus.com/gnrl-104-service-summary

    4 votes

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    0 comments  ·  Services  ·  Admin →
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  6. A customer has suggested that having a screen or other place to collect sheltered PIT data counts in Clarity for non-participating agencies/programs would be helpful. Rather than needing to collect this data in external places like Excel and then blending with Clarity sheltered PIT data, it would be great to have all the PIT data in one permanent place. This data could then be pulled in to the PIT/HIC reports in the Clarity report library.

    4 votes

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    1 comment  ·  Admin →
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  7. The customer would like to expand the logic of how the DIT overwrites data being imported to be more than just going by the most recent date in the "DateUpdated" field: "We have several systems that do not collect Race/Ethnicity/Veteran status, and we would hate to overwrite thousands of good quality race/eth/vet records to NULL.... It has been a challenge having to clean it up with each new dump. And cleanup is necessary because these are HUD fields and affect HUD reporting..." Perhaps make the data overwrite process more customizable?

    4 votes

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  8. When clients receive a tag of "Housed" or "Sheltered" on the Outreach map, they should be automatically removed from either the encampment or the map. The same should happen for clients who have an address added to the Location tab, which does not qualify as a place not meant for human habitation.

    4 votes

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    0 comments  ·  Outreach  ·  Admin →
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  9. Many of our partner agencies are trying to eliminate the need for paper files. However, it can be difficult to find uploaded files. Please add the ability to filter/sort files by category and file name. Thank you.

    4 votes

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  10. Ability to search for users by agency while in System in the Manage/Staff tab. System Admins should not have to switch back and forth between agencies to find out what users are attached to an agency.

    4 votes

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  11. In the Referrals Denied tab, if a Referral was sent back to the Community Queue, there is a gray band of color and there is an icon to the far right of the client name (a box with an arrow in it). For the icon, there is a tooltip that pops up with "SEND back to Queue." (all caps mine)

    This can be confusing for End Users who may see this as an action icon with the function or opportunity to "send" the Referral back to the Queue.

    Changing the tooltip to read "sent" would be an immediately clear way…

    4 votes

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  12. Our user had a great idea to create a flag/alert for users who are about to enter a client into a similar program

    For example: Emergency Shelters often have "Overlapping Enrollments" with other Agencies who have ES programs that clients may still remain active after they have left. ES program staff are asking for a flag/alert that may pop up if they are entering a client into a the same program type where the client may still be active in another program of the same type.

    4 votes

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  13. It appears as though a client who is on the queue, gets referred to a program and then denied due to no contact is counting as activity to keep them active (and no auto exit due to inactivity) even if they have no other system activity. Changing this so that a denial due to no contact is not counted as system activity to keep someone on queue would help with queue maintenance.

    4 votes

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  14. While serving a group of clients within an encampment, data entry could be more efficient if users could record Services snd/or Notes to multiple Encampment members at once.

    4 votes

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    1 comment  ·  Outreach  ·  Admin →
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  15. We are now using multiple queues and for users who work with queues it would be better for them to default to the queue that we determine, as well as to be able to order the queues in the way we designate. There is something clunky about user experience of having to look at the names of the queues and click on the one that you want to use -- having it default to a main queue and also having the order of the queues be meaningful will help in this area.

    4 votes

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  16. When recording attendance for clients in large sites, the sections on the lower part of the page require the user to scroll to the bottom of the page, click the reservation slot, go back to the top of the screen to record the attendance, and then scroll all the way back down to click on the next reservation. The need to scroll the page is cumbersome for providers with large sites with numerous reservation slots; a change in how the page refreshes would reduce check-in time.

    4 votes

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  17. When a user has to update Services after a Program Exit has already been entered, they have to re-open the entire enrollment and make the changes and then close it back down again. This design seems like a means to make sure services are not outside of the range of the program start and end dates, but it doesn't actually work because you can put in a service outside of the program start and end dates.

    4 votes

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  18. We would like to please request that the project name be included in Referral Notification emails. When receiving a referral notification, users who have multiple agency access switch from agency to agency until they can open the referral without an “access denied” warning.

    4 votes

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  19. What we would like to do is be able to put a date to have the system auto inactivate a user. We often know ahead of time when a users' last date of employment or access will be, it would be nice if we could enter that last date of access and have the system move them to inactive once that date occurs.

    4 votes

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  20. Password requirements are clearly stated in the Help Center, but when a user is actually selecting a password, there could be more specific feedback on which requirements are not being met.

    4 votes

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