544 results found

1. Note categories should be able to be set on agency level

   Custom services are great because they can be set on either an agency or system level. This means that agency managers can set them up. This is NOT the case for the new Note categories field, which can only be set in the field editor - and therefore flow across the entire system and can only be set by system admins. This makes no sense. Agency managers are aware of the wide swath of the work that staff do in a much more immediate way than system admins, and need greater flexibility to set these up, rather than a very strict type, system-wide approach.
   Furthermore, custom services can be disabled as needed over time. Picklist values like note categories can only be deleted - which is its own problem.
   The end result is that we don't use Note categories at all, and therefore can't do any categorical reporting or filtering of Notes.

   Custom services are great because they can be set on either an agency or system level. This means that agency managers can set them up. This is NOT the case for the new Note categories field, which can only be set in the field editor - and therefore flow across the entire system and can only be set by system admins. This makes no sense. Agency managers are aware of the wide swath of the work that staff do in a much more immediate way than system admins, and need greater flexibility to set these up, rather than a very… more

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   Under Review  ·  Danielle Robadey responded

   Thank you for your feedback. We are currently reviewing this request.

2. Drill-Down for Assigned Access Roles

   The Access Roles page would be more helpful if the number of "Assigned" roles was a drill-down

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3. Add Overall Data Quality Score to HUDX-225 HMIS Data Quality Reports

   Please add an overall data quality score % (preferably with a corresponding letter grade; 90-100 = A, 80-89 = B, etc) to the top of the existing [HUDX-225]/[HUDX-225-AD] HMIS Data Quality reports available in Clarity. The denominator of this score would be the sum of all possible data quality issues per table row in the report and the numerator is the sum of all total number of errors identified per table row (all in line with the programming specifications in the HMIS Standard Reporting Terminology Glossary).

   This overall Data Quality % and score would help provide admins, agencies, and end users with a quick way to determine how their data looks and could also be useful for project performance monitoring.

   Additionally, national conferences like NHSDC have stressed the need for providing agencies & end users with data quality scorecards associated with HMIS data, referencing how providing an overall score or letter grade typically results in more of a response and desire to correct data. Currently, this can only be achieved via manually manipulating results from the HUD DQ report. It would be much more ideal if Clarity offered this overall DQ score by default.

   Please add an overall data quality score % (preferably with a corresponding letter grade; 90-100 = A, 80-89 = B, etc) to the top of the existing [HUDX-225]/[HUDX-225-AD] HMIS Data Quality reports available in Clarity. The denominator of this score would be the sum of all possible data quality issues per table row in the report and the numerator is the sum of all total number of errors identified per table row (all in line with the programming specifications in the HMIS Standard Reporting Terminology Glossary).

   This overall Data Quality % and score would help provide admins, agencies, and end… more

   9 votes

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4. Always Set Date Created for Client Profile to Oldest Date When Merging

   The Fellowship of the Colorado HMIS Leads would like to formally request a feature enhancement related to the Client Merge tool. Essentially, we would like for the meta data associated with the client profile’s creation date to default to the date of the oldest client record being merged.

   Ex:

   Jon Smith has two client records, one created on 1/1/2017 and one created on 1/1/2020.

   Regardless of which client record is selected as the dominant record to merge, it would be most beneficial if the oldest meta data for the client profile create date remained after the merge (in this example, 1/1/2017).

   For context, we’re trying to monitor the number of new client profiles being added to the system and have found that merging duplicate records skews the numbers a bit, particularly if the newer client profile has better data quality than the older. With the current functionality of the merge tool, in order to retain the oldest client profile create date, we’d have to spot-check both records each time to see which record is oldest, and if the oldest record had poor data quality, manually transpose the better data into the older record in order to retain their true client profile created date.

   The Fellowship of the Colorado HMIS Leads would like to formally request a feature enhancement related to the Client Merge tool. Essentially, we would like for the meta data associated with the client profile’s creation date to default to the date of the oldest client record being merged.

   Ex:

   Jon Smith has two client records, one created on 1/1/2017 and one created on 1/1/2020.

   Regardless of which client record is selected as the dominant record to merge, it would be most beneficial if the oldest meta data for the client profile create date remained after the merge (in this example,… more

   9 votes

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5. A Cap on Published Custom Fields is a Major Barrier to Robust Program Evaluation

   Please make it possible for custom fields to be shown as disabled in the reporting universe and please remove the cap on published custom fields. Agencies leveraging the power of client databases need a reporting platform that is dynamic and allows for custom fields to evolve-- be added, edited and retired as needed.

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6. Add dimensions to "Is Last Enrollment" view that are based on last active enrollment

   The existing dimensions within the "Is Last Enrollment" view of the Looker HMIS Performance model rank enrollments based on the [Project Start Date] and then [Enrollment ID]; however, in some cases the user needs to be able to limit to each client's last active enrollment in a reporting period as opposed to the last initiated one. This is most relevant when needing to establish whether a client is a "stayer" or a "leaver" for a set of projects in a period.

   The proposed solution is to create addition dimensions within the "Is Last Enrollment" view that rank in the following order:

   1) Project End Date, or should it not exist or is after the dimension's time scope, the dimension's last considered date (e.g., current date for the "In System" version; [Enrollments Reporting Period End Date] for the "per Reporting Period" version).

   2) Project Start Date

   3) Enrollment ID

   The existing dimensions within the "Is Last Enrollment" view of the Looker HMIS Performance model rank enrollments based on the [Project Start Date] and then [Enrollment ID]; however, in some cases the user needs to be able to limit to each client's last active enrollment in a reporting period as opposed to the last initiated one. This is most relevant when needing to establish whether a client is a "stayer" or a "leaver" for a set of projects in a period.

   The proposed solution is to create addition dimensions within the "Is Last Enrollment" view that rank in the following… more

   8 votes

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7. Enhance Program Availability Functionality and Customization Options

   Currently, communities can add certain custom fields to Program Availability to track details on program openings, however, the ability to customize the availability form is limited (e.g. no dynamic screen options, limited field types, inability to edit default fields). In its current state, communities may choose to use 3rd party form solutions outside of Clarity to track program openings or use workarounds to structure the availability form to capture local information (e.g. using a field as a label).

   The Availability Form could be improved by providing screen functionality, offering all field types, and allowing for the editing of default fields on Availability:

   Provide screen functionality on availability form set-up:

   • Spaces, Labels, Warnings - -
     Spaces, Labels and Warnings would allow sys admins to make the availability form better organized and improve data quality. It would also resolve the need for workarounds such as using fields as a faux label to try to create sections.

   • Display Constraints - -
     Display Constraints would allow sys admins to make the availability form more dynamic to only show applicable fields as needed Use case: site-based programs may need to include details on physical units that are not applicable to tenant-based programs.

   • Data Quality Check, Hide, Read-Only Fields - -
     These features would also give sys admins more control of the availability form and ways to support better data quality.

   • Customize Display Order of Fields - -
     Currently, custom fields are sorted alphabetically by field name requiring the use of naming conventions to structure fields in the desired order (e.g cafield1, cbfield2, etc.) making set-up and maintenance of availability more burdensome for sys admins. The ability to directly drag and drop fields into the desired order would save time and simplify field names.

   Offer additional field types:

   • Picklist & Multi-select Picklist - - Picklists fields could help reduce complexity and better structure data collection on the Availability Form. For example, if a community wants to collect the household type served by the program opening, currently they would need to use multiple checkbox fields to indicate the household type served; this data could more neatly captured by a picklist field.

   Ability to edit default fields:

   Currently, “Date” and “Additional Notes” are default fields on Program Availability that can’t be edited or moved. Additional, customization options could help improve clarity and organization.

   • Date - -
     Some communities might want to collect the date of the program opening posting as well as a separate date for when the unit is available for move-in. Being able to customize the Date display name would allow for communities to capture the exact date information they want.

   • Additional Notes - -
     Additional Notes is an important field as it is included in the Opening name visible to matchmakers, however this is not clear from the field’s display name. When communities use custom fields on Availability, they may want to specify what exact information they want providers to capture in this field (e.g. Unit Name) and/or reorganize where the field is on the form.

   These enhancements would allow communities to capture the desired information on program openings in a clear and coherent manner improving usability for providers posting openings and matchmakers processing referrals.

   Currently, communities can add certain custom fields to Program Availability to track details on program openings, however, the ability to customize the availability form is limited (e.g. no dynamic screen options, limited field types, inability to edit default fields). In its current state, communities may choose to use 3rd party form solutions outside of Clarity to track program openings or use workarounds to structure the availability form to capture local information (e.g. using a field as a label).

   The Availability Form could be improved by providing screen functionality, offering all field types, and allowing for the editing of default fields… more

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8. Block ROI Uploads from an Agency

   Our CoC creates partnership agencies, which allow workers from multiple organizations to access their collaborative projects. We want all new client profiles and ROIs to be created under the primary program agencies.

   Please create an option to block users from being able to upload ROIs if they are logged into specific agencies.

   8 votes

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9. Create a separate access right for the referrals tab in client records

   Currently the Referrals access right allows both the Global REFERRALS tab and the REFERRALS tab in client records. There are multiple use cases where we need users to have access to one or the other but not both of these. We would like to be able to separately assign rights to the referrals tab in client records. Thanks!

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   Under Review  ·  Danielle Robadey responded

   Thank you for your feedback. We are currently reviewing this request.

10. E-signing doesn't work with touchscreen laptop

    According to a user in Santa Cruz, they can't e-sign forms using a touchscreen laptop. It requires using a mouse or using an ios or android device. It would be great if they could take advantage of our touchscreen laptops to sign ROI's and other forms directly into clarity and not have to invest in iPads.

    This seems to be an issue with the HTML/script coding of the web page. They found a potential solution here, or at least something to get started https://github.com/szimek/signature_pad.

    8 votes

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11. Automatically display address, when adding a geolocation in the location tab.

    Automatically display address, when adding a geolocation in the location tab.

    When adding a location in the location tab a geolocation marker can be selected, but the address does not appear. Please add an address filed or auto populate the address to display in the address line 2.

    The end users have to manually add the address.

    This would be a helpful tool for outreach workers, as it would allow them to quickly and easily track the locations of their clients and identify areas where there is a need for services.

    Here are some of the benefits of adding this feature:
    It would save outreach workers time and effort, as they would no longer have to manually enter the address of a client into the app.

    It would improve the accuracy of the data collected by the app, as the address would be automatically generated from the client's location.
    It would allow outreach workers to identify areas where there is a need for services, as they would be able to see where clients are located on the map.

    Automatically display address, when adding a geolocation in the location tab.

    When adding a location in the location tab a geolocation marker can be selected, but the address does not appear. Please add an address filed or auto populate the address to display in the address line 2.

    The end users have to manually add the address.

    This would be a helpful tool for outreach workers, as it would allow them to quickly and easily track the locations of their clients and identify areas where there is a need for services.

    Here are some of the benefits of adding this… more

    8 votes

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    Under Review  ·  Danielle Robadey responded

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12. Attendance Module

    On the attendance module at the bottom of the tables shows an aggerate count of the number of times that service was recorded for that day. It shows it as "## clients" which is confusing because depending on the service delivery type a service can be recorded for a client more than once per day.

    I suggest changing this to "## entries", "## attendance" or something similar so that it better reflects what count. Right now by indicating "## clients" it is not correct.

    8 votes

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    Under Review  ·  Danielle Robadey responded

    Thank you for your feedback. We are currently reviewing this request.

13. Ability to delete services within an enrollment

    Currently, users have the option to edit a service, unlink it from one program, and then link it to a different program within the Program Service page. They do not have the option to delete the service from the program level history page, instead, they have to navigate to the Client History page to delete the service.

    It would be beneficial if users also had the option to delete a service within the Program Service page.

    8 votes

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    Under Review  ·  Danielle Robadey responded

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14. Updates to the HMIS Population Over Time model

    We would like to see updates to the HMIS Population Over Time model

    It would be useful to have more data elements including:

    a. Household Type

    b. Relationship to Head of Household

    c. Project Start/Exit Month/Year just like setup in HMIS Performance and Client Model.

    d. Reporting Period Start/End Date

    e. Referrals

    Etc.

    1. It is currently difficult to perform population-based measure without additional data elements in this model. Using a Merge Query doesn't work for visualizations requiring pivot. For example

    a. How to get Households served by different project types over time pivoted by Household Type?

    b. In a quarter – how to create a table of client counts with first, second, and third month of quarter as column?

    We would like to see updates to the HMIS Population Over Time model

    It would be useful to have more data elements including:

    a. Household Type

    b. Relationship to Head of Household

    c. Project Start/Exit Month/Year just like setup in HMIS Performance and Client Model.

    d. Reporting Period Start/End Date

    e. Referrals

    Etc.

    1. It is currently difficult to perform population-based measure without additional data elements in this model. Using a Merge Query doesn't work for visualizations requiring pivot. For example

    a. How to get Households served by different project types over time pivoted by Household Type?

    b. In a quarter… more

    8 votes

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    Under Review  ·  Danielle Robadey responded

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15. Cascade Current Living Situation Updates for Coordinated Entry

    We know that Current Living Situation needs to be entered anytime there is contact with a client, or at least every 90 days as community-defined, in our Street Outreach and Coordinated Entry programs.

    Our Call Center enrolls Coordinated Entry clients; most homeless clients are simultaneously enrolled in Street Outreach. Street Outreach then continues to work with these clients – and it seems would need to enter Current Living Situation updates in both the Street Outreach and Coordinated Entry enrollments, which is redundant.

    Can you add a feature in Clarity to cascade CLS updates?

    8 votes

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16. Record CLS with services

    Combine the process of providing services and recording a current living situation (CLS). Ideally, when providing a service in an outreach program, an additional section on the service would prompt to fill out a CLS assessment. The goal is to make sure that CLS is recorded each time a service is given, and is done on the same page and through the same process to save staff time. The standard CLS process should also be available in case an outreach worker contacts a client without providing a service.

    8 votes

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17. Have program title in screens where editing (example funding)

    When editing a program and working with the program options in the the right column, (such as bed list or funding), once one of those options is selected you are unable to tell which program you are editing data for. It would be nice if the program title could carry into the screen you are working in within program admin.

    •  

    8 votes

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18. Prevent pop-up warning when following guidelines for missing/partial SSN

    Even if users follow the updated guidance for SSN data entry when a SSN is missing or they only have the last four (i.e. xxx-xx-xxxx or xxx-xx-####), the "The SSN entered does not conform to Social Security Administration guidelines" pop-up warning still appears. This is confusing to users given that the guidance has changed and especially given that only having the last four is not a DQ issue under the FY24 data standards. Ideally this pop-up would only appear for SSNs listed on the August feature updates page that the SSA considers invalid:
    - The last four digits of the SSN are ‘0000’
    - The first three digits are ‘000’, ‘666’, or start with '9'
    - The middle digits (i.e., digits 4 and 5; the second grouping of digits) are ‘00’
    - The digits are repetitive, like 000-00-0000, 111-11-1111, 333-33-3333, etc.
    - The digits are sequential, like 123-45-6789 or 987-65-4321.

    Even if users follow the updated guidance for SSN data entry when a SSN is missing or they only have the last four (i.e. xxx-xx-xxxx or xxx-xx-####), the "The SSN entered does not conform to Social Security Administration guidelines" pop-up warning still appears. This is confusing to users given that the guidance has changed and especially given that only having the last four is not a DQ issue under the FY24 data standards. Ideally this pop-up would only appear for SSNs listed on the August feature updates page that the SSA considers invalid:
    - The last four digits of the… more

    7 votes

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19. Cascade data from Head of Household to other family members in program screens.

    Add an ability at the field level to cascade program data from the Head of Household to other program family members.

    7 votes

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20. Make All Unit Statuses on Display Card the Same Color

    On the Inventory Dashboard, under the Status section on Display Cards, Active statuses currently show as Blue; Inactive and Offline statuses, by contrast, are grayed out---even when an Inactive/Offline status is the current status. It would be helpful if all statuses were the same color and none were grayed out, so that end users are able to focus on what the most recent status truly is by its order in the list.

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    Under Review  ·  Danielle Robadey responded

    Thank you for your feedback. We are currently reviewing this request.