761 results found
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income
We have noticed data entry issues where a users enters an amount for an income source and then changes the source to "no." The amount continues to exist and is reported in Looker if the source toggle is set to no. Please either prevent the user from changing the source toggle to no without also removing the amount or automatically delete the amount when the source toggle is changed to no.
4 votes -
Add a Program's Agency filter to the Inventory Module
Inventory allows the flexibility to connect units to multiple programs under the same building. Many communities have configured Inventory this way and want to see unit information by program, not building. However, there isn't a program's agency field available.
Adding a program's agency filter to the Inventory module would allow users to view the information by program. Additionally, having a field in Looker available for program agency will also aid in creating custom reports.
4 votes -
Operating Start Date DQ Check
When you input the "Operating Start Date" the system checks for any "Project Start Dates" that occur before the selected date. If they exit, a message appears warning the user they have clients that were served before the selected Operating Start Date. This will also help resolve potential LSA Flag issues due to this conflict in data quality.
4 votes -
DIT should not list person doing import as assigned staff on enrollment
When you import data using the DIT it should not remove the old assigned staff person and replace it with the person doing the import. It completely wipes out all evidence of who the assigned staff was before and makes it to seem like the person who did the import created the enrollment.
4 votes -
Add new/existing user First and Last name on User Policy when signing agreement.
Previously, when our users signed or re-signed their user agreement, the user's first and last name would show and the user would sign, date and save it.
We just had an issue where one of our users needed to re-sign/update their agreement and instead of showing her first and last name on the agreement, it showed one of her clients first and last name she was last working on in HMIS.
We had the expression {$CLIENTFULLNAME} on the User Policy Enforcement section to bring in the name of the user who was signing, but according to the Bitfocus…
4 votes -
Outreach Labels/Markers in Reports
The labels/markers (Housed, Sheltered & Deceased) should be included in the Outreach model in looker so that sorting can be done with these labels. Users have expressed a desire to see how many clients associated with outreach have the housed label assigned to them.
4 votesThank you for your feedback. We are currently reviewing this request.
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Note who performed an assessment on the assessment history
Hello! Hope everything is going well.
We recently moved to Clarity from a different database, and in the past when you went to view the history of assessments completed for a client, the previous competing database was able to list who last created or edited the assessments in the list (So imagine the columns said Assessment Name, Date Completed, then Staff Completed as opposed to the way it is now). Is there any way we could make this a feature staff could opt into?
I suggested to this supervisor the Client Staff Data Activity Report as a workaround, but after…
4 votesThank you for your feedback. We are currently reviewing this request.
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Restore deleted user accounts
As a System Administrator, I would like to have the ability to restore deleted user accounts. So that I may recover the account myself and not have to submit a help desk ticket to fix the issue for me.
4 votesThank you for your feedback. We are currently reviewing this request.
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Add the ability to attach file to client level referrals.
I'd love to see the ability to attach a file (pdf, word, etc.) to a client level referral. This would allow for the agency/staff who receive the referral to have needed information immediately (example: application for program)
4 votesThank you for your feedback. We are currently reviewing this request.
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Pre-validation of HUD reports in Clarity
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 votesThank you for your feedback. We are currently reviewing this request.
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auto exits: include notes as an active activity to retain clients active in program
Allow for the notes to be included as an eligible activity to retain clients in program even when the auto exit toggle is activated.
4 votesThank you for your feedback. We are currently reviewing this request.
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Automatically remove clients from outreach map based on address type.
We have the ability have clients automatically populate the outreach map based on location types identified. Users expressed the desire to have clients automatically removed from the outreach map based on location types identified as well.
4 votesThank you for your feedback. We are currently reviewing this request.
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On the Referrals: Denied Tab, update tooltip for the icon that indicates a Referral was SENT back to Community Queue
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 votesThank you for your feedback. We are currently reviewing this request.
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Additional Access Role Settings for Direct and/or Eligibility Page Referrals
In order for program eligibility to appear on a community queue, the program's Public Listing must be set to "Public." However, this means that users with the ability to refer will also see these programs listed on the eligibility page after assessing a client, and they can freely refer them to these programs instead of just a community queue, which is not desired by (most) communities.
Turning off the "Create referral" access right means that they then can't refer to the community queue at all. There is a separate access right to "Refer Directly to Community Queue," so a similar…
4 votesThank you for your feedback. We are currently reviewing this request.
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Tiles on the Inventory Dashboard Module should show numbers instead of percentages
It would be great if the tiles on the Inventory Dashboard Module showed counts of units instead of percentages.
4 votesThank you for your feedback. We are currently reviewing this request.
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Queue Activity Modification
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 votesThank you for your feedback. We are currently reviewing this request.
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Bulk entry of Services or Notes for Clients within Encampments
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 votesThank you for your feedback. We are currently reviewing this request.
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Update how the page refreshes when checking in clients for reservations/bed nights
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 votesThank you for your feedback. We are currently reviewing this request.
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Include Project Name in Referral Notification Emails
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 votesThank you for your feedback. We are currently reviewing this request.
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Able to filter in the module by those marked as “unsheltered” in their most recent CLS, in addition to exclude those active in shelter.
Allow for more settings in the setup to prevent clients that are sheltered from appearing on the outreach module map. For example, if a client is currently active in a shelter with regular bed nights, or has a recent current living situation that is not place not meant for habitation, those should be able to be filtered off of the outreach module view.
4 votesThank you for your feedback. We are currently reviewing this request.
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