568 results found
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Change Program Availability Setting Interface and/or Add Audit Log
To change the Program Availability (from "Full Availability", "Limited Availability", or "No Availability") the user just clicks on the name and the text color for the selected option is darker. We frequently have users accidentally changing the setting because there is not "save" feature to change the setting and they don't notice the subtle color change. If we can't get the screen changed, then it would be helpful to have an audit log on this screen so we can identify which users keep switching the setting by accident so we can educate them. Thanks!
7 votes -
Add Program Setting to Allow or Disallow Direct Referrals
We often get users making "direct referrals" from the Referrals tab on the client profile page in error (they should instead be making a referral from the queue). There is currently a setting on the Program page called "Direct Unit/Bed Referrals", which is related to Inventory. It would be great if there was setting called "Direct Referrals" (options could be Disabled, Optional, Required) to first determine if any direct referrals are allowed to the program. Then the "Direct Unit/Bed Referrals" setting could be sub-setting to determine the parameters of the direct referrals (if allowed).
7 votes -
Full Client Record Report
Our CoC is wanting to update our Policies and Procedures to allow clients to view their full HMIS record. We want to be able to pull a report for a single client that shows all of their responses to all screens, including entry, assessment, services, case notes, exit screens, etc., but the report needs to be dynamic to show the data elements that exist on that specific screen because different screens have different data elements.
7 votes -
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 -
Access roles assigned to specific assessments
When we create access roles in Clarity we can toggle on the ability to edit, delete, or create assessments with a client but it buckets all of the assessments together. It would be helpful to be able to select which assessments are assigned to which access role. For example, there should be a prevention assessor access role that allows users to complete that assessment but NOT complete the VI-SPDAT assessment.
7 votes -
Ability to set min/max on custom fields when the Field Type is Number
For custom fields where the Field Type is set to Number, we would like the ability to set minimum & maximum values for the data entered.
For our use case, we are trying to record the number of residents within a given encampment who are either engaged or not engaged based on their current sleeping location. However, the field currently allows negative numbers to be recorded which should never be the case and would negatively affect our client counts in Looker.7 votes -
DIT Improvement: Download Results
When reviewing results in the DIT interface, there can be hundreds of pages on the results page.
To allow for easy review, searching, and filtering, an excel/csv downloadable version of these results would benefit end users.
7 votes -
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.
7 votesThank you for your feedback. We are currently reviewing this request.
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search for client by phone number
It would be really great if we were able to search by participant phone number. I get a lot of calls where I can't fully decipher the name they give me on the voicemail message but they leave a phone number. I can sometimes call them back and figure it out of course, but it's really helpful to be able to find their name for folks whose phones don't work/turned off, etc. This makes it much easier to follow up with their housing.
7 votesThank you for your feedback. We are currently reviewing this request.
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Live Marker for Program_applicability
Live Marker for Programapplicability. Often we need screen fields to display only for certain kinds of programs. The Programtype Live Marker is good for this sometimes. But many times we want only a subset of the whole programtype. For example, we have different types of Emergency Shelter which we differentiate with Programapplicability. We have over 200 Emergency Shelters that are Crisis or Bridge. In order to display a screen field just for them we must make a separate constraint item for each of those 200 programids. And then maintain that list as programs are added…
7 votesThank you for your feedback. We are currently reviewing this request.
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SNN Field Update in Clarity
If the SNN Field is entered in as zeros, have the system automatically delete them when someone clicks to edit them. This will allow them to type the new one without any confusion that they actually have to delete the zeros first if they want to change it.
7 votesThank you for your feedback. We are currently reviewing this request.
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System Notification for Referral Updates and New Notes to the Agency Receiving the Referral
System notifications for Updated Referrals and New Referral Notes are sent only to the staff member who created the referral. This is to request that these automated system notifications also be sent to the Staff Member at the Referred-To Program. Notes are also only visible. This would improve communication between different teams and save referred-to agencies from clicking through each client on the referral list checking for updates.
7 votesThank you for your feedback. We are currently reviewing this request.
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Toggle Services
When we go in to enter services for a CORE Mobile Outreach client, we would like a drop down menu that we can use to toggle services after entering the service dates and vendors. At the moment, we have to enter each individual service one by one, which is extremely repetitive and time consuming.
Example
Service start date: 1/1/2021 Service end date: 1/1/2021
Vendor: Team AServices
Toggle slide Emergency supplies
Toggle slide Animal services
Toggle slide DMVReferrals
Toggle slide Concord Care Center
Toggle slide Warming centerLinkages
Toggle slide HCH Mobile ClinicSave
7 votesThank you for your feedback. We are currently reviewing this request.
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Allow private clients when tied to multiple agencies
Update the Client Privacy functionality to allow for marking clients private even when they are associated with multiple agencies. Currently, this option is disabled if the client has multiple agencies working with them, and there are cumbersome workarounds to get the client data protected when needed. This enhancement should allow us to mark the client private, and then data will be limited to the agencies that are currently working with the client. Our local consent revocation policies state that any previously shared information will still be shared if a client revokes consent, and data will, moving forward, be limited to…
7 votesThank you for your feedback. We are currently reviewing this request.
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color text
Allow the options for colored text when building or editing custom fields.
7 votesThank you for your feedback. We are currently reviewing this request.
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Data Quality Reports for "all programs" for a particular agency
The ability to run Program Review Data Quality reports for all programs in an agency would be very helpful. We have agencies with 10+ programs and having to run reports for each program is extremely time consuming. If we had the ability to choose "all programs" it would save me multiple hours per week.
7 votesThank you for your feedback. We are currently reviewing this request.
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Add canned report for unsheltered PIT
This year, because of COVID, HUD has allowed communities to pull unsheltered PIT data from HMIS rather than conduct an in-person count. In California, 7 of the 44 CoCs chose to go this route. It would be helpful to have a pre-programmed system-wide report in Clarity to look at enrollments in SSO, SO, and CE programs where the prior living situation is unsheltered. There are other uses for such a report beyond the PIT, such as with identifying individuals for CE or for community-wide by-name lists.
7 votesThank you for your feedback. We are currently reviewing this request.
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Enhancement Report Request: [GNRL-220] Program Details Report [2019]
Objective: Only show relevant fields on report.
- If the field is hidden on the screen, then hide the field in the report.
Reason: With the addition of the hide function on the screens, there might be fields that may not make sense to the end user and will display on the report.
Outcome: Any field that is hidden on the screen will not show up on the report.- If data is not applicable, then show "Not Applicable."
Reason: There are fields that are not applicable to all project types and may not appear on the the screens. Also, the cascading…
7 votesThank you for your feedback. We are currently reviewing this request.
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User detail report
A report that lists out all system users by name, agency, email, phone, user license type.
7 votesThank you for your feedback. We are currently reviewing this request.
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Audit log access
Please allow System Administrators to set Audit Log permissions by role. Agency Managers regularly need to perform data quality checks to see who made what change to a certain field.
7 votesThank you for your feedback. We are currently reviewing this request.
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