711 results found
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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 -
Navigators Transition to Case Managers of Outgoing Referral
Allow for the ability to transfer assigned referral navigators to outgoing referral case managers to allow for increased notifications on client referral status.
2 votes -
Safe Guards for Mistaken Expirations
We have had an issue with shelter providers allowing referrals to accidentally expire while still working towards a transportation plan/intake appointment and then subsequently enrolling folks as a non linked enrollment.
Right now if they have already completed intake, to rectify this we have to delete the enrollment and re-refer them to the program opening and then re-add the enrollment. If the provider catches this before enrolling they have to potentially wait on our matching team to resend a match before completing their intake appointment or take the data on paper and enter it later.
While obviously our team needs…
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 -
Ability to assign two people to one bed
We currently have to create two beds and link them together (Bed 1 and Bed 1A) to show that two people are occupying the same bed.
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 -
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 -
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 -
Multi-Select Fields as INVENTORY Dashboard Filters
Currently, it's only possible to turn checkbox and picklist field types into custom filters on the INVENTORY dashboard. With the introduction of the Multi-Select field type, many communities are interested in seeing this field type made available as a custom filter type for the INVENTORY dashboard. This would allow customers to have more dynamic control over how they identify appropriate units and beds for client referrals.
2 votes -
Add a third category for housing inventory between "available" and "occupied," such as "partially occupied"
Hello! One thing that came up in a past support ticket was that, if I can't proactively know how many family members will occupy a unit, I was told to just have a larger bed size to prevent needing to change the unit configuration with each new family. This is fine, but does create the issue that the inventory page flags the unit as "available" even when people are currently in it.
One idea would be to make three categories: available, occupied, and fully occupied. Another idea could be to make a middle category such as available, partially occupied, and…
2 votes -
Care Team User or Program Setting (Not assign staff)
Some staff are data entry staff and automatically get assigned as a care team member. I would be great to toggle this OFF so that community members don't attempt to contact data entry staff for care coordination. This is especially true for NBN shelters, as they don't tend to assign case management at the point of enrollment. So, either toggle off at user level if they are data entry only OR toggle off at program if the care team doesn't mean the same thing for a particular program.
2 votes -
Integer/numeric field limits
For data validation, it would be helpful to be able to set minimum and maximum limits for numeric/integer fields. For example, if we use a 1-4 scale and someone enters "40", a user should not be able to save that data on the screen. While reporting and label/warnings can be used to help prevent this sort of invalid entry, it would be helpful if the system did not allow it in the first place if configured appropriately.
2 votes -
Add filter and sort capability to Client Search result list
Often Client Search results are several pages long. It would be helpful to be able to filter Client Search results by location (city, SPA), age or age range, DOB, gender, race, program enrollment status, SSN or last 4 of SSN, etc. It would also be helpful to be able to sort results by the "late updated" date.
2 votes -
Organize Assessment history by type of assessment
Hello! Hope everything is going well. Our staff migrated to Clarity from ETO, and one feature that ETO has that Clarity doesn't is the ability to organize the Assessment history (known as Touchpoints to their system). Instead of providing them all in one list, it sorts them by the Assessment type, making it easier to find the specific one you're trying to view, edit, or delete. This would be a great way to not only help existing Clarity users but also help Clarity compete with other databases for those who could be moved to our side.
You can see a…
2 votes -
Backdate enrollment date to household members
When backdating a program enrollment for a household, the enrollment start date is set on the head of household, but then when each members enrollment page pulls up for household data entry, the date goes back to today's date. It would be helpful if the back dated date entered on the HOH would carry through to the household members connected to the enrollment.
2 votes -
Allow System Admins to Send Mass Messages to End Users
Ability to send a message to all end users in an agency at once, which would be extremely useful for things like reminders, Eva data corrections, etc..
2 votes -
Add Functionality to Sort Assessment Processor Subtotals
It would be helpful to have the ability to click and drag to adjust the order of the Subtotal categories. The functionality would be similar to re-ordering elements on screens.
Currently, the Sub-totals are displayed in the order they are configured. The ability to control this would improve the end user experience and give system admins better control over what their users see.
2 votes -
change constraints for veteran questions: year entered military service and year separated
If you answer yes to the veteran status question, and you don't know what year the client entered military service and what year they separated, you have to enter a random year in order to save the veteran status as yes. This is a data quality concern. These should either be changed to not be required, be given a data not collected answer option, or allow for all 0's to be entered as a sign the year is unknown.
2 votes
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