352 results found
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Adding a NOTES Section in the Modify The Staff
It would be convenient and useful to have a notes section in HMIS where we could enter details about a staffs access changes and/or other notes. In particular I would like to be able to enter why an account was made inactive. This would assist in next steps when a user who was made inactive is requesting to be reactivated.
22 votesThank you for your feedback. We are currently reviewing this request.
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Ability to add integer, other fields, to Service Items
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)
22 votesThank you for your feedback. We are currently reviewing this request.
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[PRINTING] Add Print Ability to ALL Assessment Screens
Requesting a print function be added to ALL Assessment Screens.
There should be a readily identifiable print icon, accessible to all users.
There is currently no system dialog to print these screens.
Web browser printing functions do not work as some items on page do NOT print (on/off toggles).
22 votesThank you for your feedback. We are currently reviewing this request.
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Customize user screens
Similar to the way that System Administrators can add custom fields to a Program Set-up screen, it would be helpful to be able to add custom fields to other screen types, especially the user profile screens. This would allow tracking of things like date of training completion, or notes about a user like reasons for locking/inactivating an account, tracking security breaches, or marking roles like who is an agency administrator for billing new user accounts.
21 votesThank you for your feedback. We are currently reviewing this request.
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Audit Log Reporting
We wanted to request a feature enhancement regarding audit logs. Our hope is that we would be able to report on a history of changes to client profile data. We would like to be able to identify the fields that were changed, the user that made the changes, and the date that the changes were made. This is currently available to system admins on a limited basis by going into individual client profiles and reviewing an audit log, but it would be helpful to be able to run a canned report or even have a Looker model dedicated to tracking…
21 votesThank you for your feedback. We are currently reviewing this request.
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Documentation Requirements- Allow for logic/conditions when configuring documentation requirements
Documentation Requirements- Allow for logic/conditions when configuring documentation requirements.
When configuring documentation requirements for a program, you can only list required documents but do not have the ability to indicate AND/OR conditions. The way it works now, you can add multiple documents but the system thinks that all documents are required. This is problematic because, for some programs, we want to indicate that a driver's license OR a passport is required but the system would think both are required.
For example, for housing programs, clients would only need to show one form of ID. Either the driver's license or a…
21 votesThank you for your feedback. We are currently reviewing this request.
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Allow users to receive Assessment Due Warnings for program status updates in addition to HUD-required Annual Assessments
Currently Assessment Due Warnings only populate for HUD-required Annual Assessments. We would like to see the option to set Assessment Due Warnings for status update screens, so that users can receive reminders to complete status updates on a more frequent basis. For example, if the Case Status field in the program template is set to "Every Month", the user would receive an Assessment Due Warning each month a client is active in a program.
In addition, we would like to see the "Assessment Due" date on the "Status Due" tab of the Caseload tab to reset each time a status…21 votesThank you for your feedback. We are currently reviewing this request.
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[Looker] More Folder Options in Looker
Request for some additional functionality in embedded Looker:
- Allow access to sub-sub folders in the main reports folder
- Change interface to an actual folder structure (collapse folders by default, allow expanding) instead of just displaying folder names as headers
- Allow access to sub folders in agency reports folders
- Allow users to view look descriptions and dashboard descriptions in embedded Looker. Right now I think they are available in standalone, but only in standalone."
20 votes -
Robust, secure messaging within Clarity
Customers would like the secure messaging tool within Clarity function more like regular email (ability to cc, reply all, etc). Being able to send messages through Clarity to more than one user would allow end-users to more fully rely on Clarity for secure communication. All staff working with a particular client could be looped into one coherent thread within the messaging interface. The more the messaging tool functions like regular email, the better the likelihood of staff incorporating Clarity into their workflows.
20 votesThank you for your feedback. We are currently reviewing this request.
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Be able to schedule reports for more then 1 agency at a time.
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.
19 votesThank you for your feedback. We are currently reviewing this request.
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Allow users to record "yes" ROI when client has a "no" recorded by another agency
We have had a recurring situation where the following takes place:
1. Client has a “no” ROI recorded by Agency A with no end date (but has an unlocked profile)
2. Client begins working with staff at Agency B and gives consent/signs ROI
3. Staff at Agency B try to record this “yes” ROI but cannot; it throws an error for the ROI start date because there is no end date for the previous “no” ROI.
Staff at Agency B cannot edit and add an end date to the “no” ROI because it was recorded by Agency A.
Currently when…18 votesThank you for your feedback. We are currently reviewing this request.
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Ability to delete Grant Activity information
Under funding source/grant activity there is no ability to delete. This is an issue if we make an entry in error and need to correct something that was entered previously. Currently you can add an end date, but this doesn't help if something was entered in error, incorrect data is reflected instead of being able to be removed.
18 votesThank you for your feedback. We are currently reviewing this request.
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Unlink-relink CLS assessment to other program
Street Outreach projects, now REQUIRED to record contacts via the Current Living Situation ASSESSMENT, are known for having the most occurrences of duplicate records due to the nature of their work and the population of clients being served. As hard as outreach workers & Sys Admins try, duplication of client records and associated enrollments will occur in Street Outreach settings (so much so that it is commented upon in the HUD Data Standards Manual).
When this duplication happened in the past, Admins could merge client records and link the previous Contact services from History -- after unlinking them from one…
18 votesThank you for your feedback. We are currently reviewing this request.
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Sharing on Program Level
Sharing set at a program level instead of an agency.
Departments do not work like they should for programs like RHY. It would be better to have more flexibility on where visibility can be set.17 votesThank you for your feedback. We are currently reviewing this request.
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Assessment Measures
It will be great if 'Assessment Measures' only shows data when the field has been answered and not all fields in the assessment that have been selected to be an 'Assessment Measure'. The current visibility is not ideal to case managers as they only need to see the data within the fields that have been answered.
17 votesThank you for your feedback. We are currently reviewing this request.
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Report: Reporting on Looker Content within Folders
A report with a listing of the report names that are toggle on per agency. Or, have this developed so that it can be pulled from Looker.
For example, users with access to the embedded Looker are able to run Looker reports or dashboards that are pushed to the agency. Instead of having to review this list individually for each agency, it would be helpful to have a report.
16 votesThank you for your feedback. We are currently reviewing this request.
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Password expiration warning - specify site
Password expiration warnings are helpful, but they should specify the site they are for. I have a number of different passwords for a training site, a live site, migration site, etc. and all have different passwords. When I get the warning, it just says "Clarity." Would be much more helpful to know which site needs to be updated!
16 votesThank you for your feedback. We are currently reviewing this request.
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Ability to make alerts not expire
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.
16 votesThank you for your feedback. We are currently reviewing this request.
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Include referral notes in Basic Shared with access rights toggle
We're having an issue where certain housing navigators are not able to see or leave referral notes if they are not working under an agency that sent or is receiving the referral. Our community voted to set Service/Programs/Assessments/Events Placed as "basic shared," and because these are all grouped together, we can't open up sharing for referrals for certain access roles because the agency sharing settings override any access role permissions. A solution to this would be to include referral notes in Basic Shared, since leaving a note is not changing the status or behavior of the referral in any way.…
15 votesThank you for your feedback. We are currently reviewing this request.
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Tag users in referral notes / messages - or be able to have more than two people on a message thread
It would be great if in the body messages, such as the referral notes, you could tag other users so they could be brought in to the conversation easily to discuss the client in a thread - or be able to have communications with more than one other user on a single thread.
15 votesThank you for your feedback. We are currently reviewing this request.
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