655 results found
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Looker office hours
The Learning Lab at Clarity Connect has been one of the most valued resources for attendees. Customers recognize the support of the Help Desk, but would love to have a regularly scheduled time of "Office Hours" to speak with the experts about data and reporting.
2 votes -
More granular filtering in Outreach map
Similar to these 2 ideas, we would like the ability to be able to filter the clients shown on the Outreach map by their program type enrollments. In our use case, we would like to limit the results to only those clients who are enrolled in a Street Outreach or Homeless Prevention program.
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/49418741-filter-outreach-tool-by-case-manager
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44284701-more-filter-options-for-outreach-map2 votes -
Deduplicate Looker results
When viewing results of a Looker query, it would be helpful to have functionality to deduplicate clients in the results so that each client appears on only one row.
2 votes -
Ability to Customize the "More Info" Section for Pentaho Report Descriptions
It would be very helpful to have the ability to customize the "More Info" section that appears for Pentaho/Report Library report descriptions in each HMIS instance system settings.
2 votes -
return to queue referral date
When returning a client to the HQ, users are able to edit the referral date, but there isn't any information on when the client was originally referred to the queue. This would be a helpful setting based on CoC policy - when client is referred back to queue, keep original refer to queue date.
2 votes -
CE Assessor and Dual Program Enrollment
We continue to get requests from providers who have staff that have CE assessment privileges and wanting to know how many people each staff are enrolling into CE, how many are completing assessments, and how many of those are being added to the community queue. The canned report available in Clarity does not work.
Another report similar to this is for the programs to see how many people currently active in their projects are also enrolled, assessed, and on the CE community queue.
2 votes -
Fix File Uploader
According to Help Desk, the file uploader has a unique ID and so when the same screen is up and I try to upload a second file it treats it like I am modifying my earlier upload rather than uploading a separate file. At present, I have to leave the screen every time I need to upload a second document when i should be able to upload as many as necessary without having to leave the screen and then return.
2 votes -
File dates and Expire countdown Flag
For files being uploaded, add date field, expire countdown field, expire period field, flag and reminder settings.
Reason: Some processes require documents to be current, adding a date field, countdown flag, and document expiration period may help keep records organized.
How: Date field will be used as the start date for the countdown timer/flag.
Users can select or enter a number for how long, “expire period field”, the document is good for. For example, a document with a date of 01/01/2024 and an expiration period field of 30 days would be good for 30 days starting and including on 01/01/2024…2 votes -
Allow Custom Profile Screen Creation
For strict case management users, it would be helpful to be able to create custom profile screens that exclude the HUD data elements. Currently, even if an agency or user doesn't need to collect things like DQ of name or Social Security Number, these elements are still required.
2 votes -
Refuse Toggle on Enrollment Questions
User Story:
Per HUD standards, we are to enroll each client we encounter into our Street Outreach program and document a CLS Assessment. However, a majority of the interactions our team has is with clients that refuse to provide any identifying information, much less answer any of the intake questions.
Is there any way that a toggle can be implemented into an enrollment form that will automatically answer each intake question with "Client Prefers not to Answer"? If not each question, at least most of them?
This will alleviate data entry fatigue for staff documenting the many clients that refuse…
2 votes -
Add "Agency ID" option in Looker to the field Release of Information
We built a custom report that included identifying the agency that uploaded a specific ROI. The field category "Release of Information" includes fields for Agency CoC and Agency Name, but not Agency ID. There is an ID field listed, but it is the ID of the ROI.
We recently established a uniform naming convention for all of our agencies and programs. For the custom reports that each agencies has that identifies errors in the ROIs that they have uploaded, we have to manually change the names in ALL 150+ agencies.
Please add the Agency ID field to this section so…
2 votes -
Uploading Files - New Update Is Creating Extra Clicks
There seems to be a new update in the ONE system when it comes to uploading files, and I am running into the following issue:
When you go to a Profile and click on “FILES” then click “Add File,” it takes you to a page titled “UPLOAD A FILE.” Then, you click “Select File,” and choose the file to upload and then click “ADD RECORD.” The file is then uploaded and you are redirected back to the “MODIFY FILE” page for the same file you just uploaded.
It would save a lot of time if instead, we were redirected back…
2 votes -
Create a standard report for CE Events provided by "regular" programs, not just the "CE System Program".
We have "non-CE System" programs called RAP "Regional Assistance Program" that provide CE events. There is no standard report that provides information about those events. The "CE APR" comes up blank when I run it on the RAP programs. We could use a report that organizes the CE event information. Data Analysis reports are really just a list of what was done.
2 votes -
Multi-Select Fields Available for Individual Reporting
Currently, the multi- select values are reportable as a single string. It would be great to be able to report on (Looker) individual values in the selection, similarly to the reporting options for the new Gender and Race and Ethnicity fields?
2 votes -
Hosting of Custom Client Forms
There should be a way for custom forms to be uploaded to Clarity instead of building out a form within Clarity's "Client Forms" tool. The "Client Forms" tool is tool located at: Grid / Waffle --> Settings --> Client Forms.
We have created forms in-house that are far more robust than what we can build out through the Client Forms build tool. These are blank and fillable PDF files that we would like uploaded to Clarity for field staff to use instead of whatever is built out within Clarity.
Ideally, this custom Client Form, would open the same way by…
2 votes -
Automatically Recalculate Goals based on service date
As of the June 2024 Feature release, Goals now automatically recalculate when their associated measure is met or not met. For Goals with a Service Based Measure, the goal will automatically recalculate using the current date not the date entered for the Service.
For example, let's say I have a Goal for a client to receive an employment service, that is measured by whether a employment service category service is issued. If today's current date is 7/10/2024, and I issue an employment service with the date back-dated as 6/30/2024, then the Goal will automatically recalculate and the accomplished date will…
2 votes -
Program Enrollment Add Request
Is it possible to add “age and relationship household” under client’s profile – specifically, program enrollment.
Head of Household: Name of Client -- Age
Program Group Members:
Name of Client - relationship and Age
2 votes -
Adding Client Files to Goals
My team and I love the functionality of goals! However, we found that it was limited to services, status update assessments, and time. We would love to see this expand into client files.
Ex: Goal of obtaining a driver's license or State ID can be met when a CM uploads "Personal Identification: Driver's License or State ID Card" into Client Files.
2 votes -
Make Current Living Situation visible in Client History
We would like to please request that the Current Living Situation (CLS) assessment be included in the Client history tab (or even better all of the HUD required assessments). This information is accessed often, so it would benefit many teams in our community if t is more accessible.
2 votes -
Add Clients: Date Updated dimension with time grain to Looker models
It would be very helpful to my org if Looker models that have Client info included a Clients: Date Updated dimension that includes the updated time, as is currently done for the Clients: Date Created Date dimension (Date, Month, Quarter, Time, Week, Year).
2 votes
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