352 results found
-
Allow flexibility between zip codes and city designations
Zip codes may be associated with more than one city, however, Clarity sometimes forces the wrong city to be recorded.
For example, when recording an address with zip code 94303, the Clarity will record the city as Palo Alto, though the actual address is in East Palo Alto. (See attachment.)
This presents an issue in reporting because East Palo Alto is within our County, but Palo Alto is not. Having the flexibility to select any of the cities associated with a zip code would be a significant help.
2 votesThank you for your feedback. We are currently reviewing this request.
-
2 votes
Thank you for your feedback. We are currently reviewing this request.
-
Allow users to have access to another agency but not all projects at the agency
We have many users that may need access to just one project at another agency but currently there is no way to set that up. If there was a way to allow a user to be at one agency and have access to another agency but not all of the projects within this would be very helpful.
2 votesThank you for your feedback. We are currently reviewing this request.
-
User Admin - Manual Increase of License Caps
It would be beneficial, in certain circumstances (temporarily inactive users, etc.), to be able to manually increase our License cap for license types to properly manage and anticipate activation fees when exceeding our cap.
In our setup, we pass all license fees to participating agencies (license fees and activation fees).
To give an example:
Let's say we have 100 licenses, 100 are in use and active. 5 users go on leave temporarily for a few months and are inactivated. We are then at 95/100 active licenses.Let's say we train 2 users bringing us to 97/100. All 5 users come…
2 votesThank you for your feedback. We are currently reviewing this request.
-
Extend the XML schema to include Notes, Contacts, Appointments and Locations.
Extend the XML schema to include Notes, Contacts, Appointments and Locations.
2 votesThank you for your feedback. We are currently reviewing this request.
-
Tracking Views in Data Analysis
Knowing the number of views for Dashboards and Looks in Data Analysis would help admins determine which ones are useful.
2 votes -
Service Taxonomy Manager
Setting up a new Service Taxonomy is relatively easy, but applying a Service Taxonomy to Service Items is not. There can be thousands of Service Items within a Clarity instance to which Admins might need to apply just one taxonomy code. A tool that allows admins to search for Service Items and apply taxonomy codes would remove a significant barrier to the usage of Service Taxonomies.
2 votesThank you for your feedback. We are currently reviewing this request.
-
Report Library Search
It would be very helpful to have a search tool for the library. Some features:
Search all folders
Search by part of title or report number
Prompt suggested matches
Nice to have:
- Option to designate which folder to search in... i.e. Admin Reports only
2 votesThank you for your feedback. We are currently reviewing this request.
-
Allow Screen/Program Copying from One Instance to Another (e.g. training site to live site)
Customers are often need to create complicated Clarity screens, programs and services (assessments and/or program enrollment, update, exit screens). Because of the difficulty involved, admins like to build a first draft on a training site to make sure the new elements work the way they hope.
Could there be feature that allows customers to copy these complicated screens, programs, and services from one instance to another, like a training site to a live site?
2 votesThank you for your feedback. We are currently reviewing this request.
-
[PRIVACY/SECURITY] Consent Refused Toggle: Make Available for Shared Records (between Agencies)
At this time the toggle is only able to be used for new records or where records are only used by one agency. A customer has requested to be able to use the toggle on shared records because at times multiple agencies share the use of de-ID'd profiles (ie coordinated entry). Proposed enhancement to allow the toggle to be used with shared records and give the option to automatically send a clarity mail notice or e-mail notification to those listed as an agency contact stating that their client has been de-identified, contact sys admin for details.
2 votesThank you for your feedback. We are currently reviewing this request.
-
Add 'Private' Option to Program and Service Set Up Pages
A customer has requested a feature enhancement in which there can be a 'Make Program Private' toggle on the Program Set Up page in order to lock individual programs down to an agency in which only those agency users would be able view the programs history on the client profile. (similar to the 'Make Program Private' functionality within individual enrollment when editing a 'Case Manager' assignment).
In addition, I feel as though if we had a 'Make Program Private' toggle, we should also incorporate a 'Make Service Private' toggle on the Service Set Up page as there are frequently services…
2 votesThank you for your feedback. We are currently reviewing this request.
-
Add U2F Authentication option. Ability to to turn on at agency level only
So you can use Yubikey,etc to log in
1 voteThank you for your feedback. We are currently reviewing this request.
-
Sort Screen Pages
It would be very helpful if we could search and/or sort on the screen and template pages, rather than having to just scroll through the mess and look for what we need.
1 voteThank you for your feedback. We are currently reviewing this request.
-
Editing Social Security Number
On a client's SSN, users regularly complain about the shield icon being too small. Since we have to hover over the shield to make the SSN window appear, a larger icon would make it easier. Also, the window that appears when you hover over the shield icon disappears a lot when moving your mouse from the shield to the window. Can this be improved?
1 voteThank you for your feedback. We are currently reviewing this request.
-
User Activity Report - Add daily and total hours
To the User Activity Report, please add daily subtotals of hours and total for the reporting period.
Thank you.
1 voteThank you for your feedback. We are currently reviewing this request.
-
Access right for Privacy page
We use ROIs as a record of a client's history of consent to share their information. Once a profile is created, it is too easy to make changes that mess up that history. Adding an access right to the roles would help us keep a record of our client's consent. There is an access right for "Client Reports". This request is consistent with that existing access right.
1 voteThank you for your feedback. We are currently reviewing this request.
-
Display Files with most recent at the top.
Files are displayed with the most recent ones last. Our staff frequently need to check to see if a client has a recent file of some type. Every single other tab on the Profile page is the opposite. History, Program, Contacts and Locations are all listed with the most recent at the top. Could you please make this page consistent with the rest?
1 voteThank you for your feedback. We are currently reviewing this request.
-
Create families within the profile screen and eliminate the manage button. There was a reference to another type of software function.
Creation of households on the profile screen, eliminate the manage button
1 voteThank you for your feedback. We are currently reviewing this request.
-
Backdate Outreach Module Status Updates
Currently when status updates are completed in the outreach module, the date always defaults to the current date. Many outreach workers are not able to enter these updates in real time so it would be very helpful to be able to back date when entering the data.
1 voteThank you for your feedback. We are currently reviewing this request.
-
[RFRL-104] Referral Statistics - Outbound - Add Filter
Adding a filter for the agencies and/or projects that an agency can or has referred to would simplify counting referrals that were made to specific agencies. Some agencies send referrals to more than one agency or project and it would drastically decrease the amount of time needed to count referrals sent.
1 voteWe greatly value your feedback. This item is undergoing further consideration by our Data Services Team.
In the interim, our Coordinated Entry - Referrals LookML Dashboard series may provide some of the information you are looking for, or could be used as a template for a custom Look to fit the reporting need.
- Don't see your idea?