When a Clarity user leaves
When a Clarity user leaves and agency, there should be a way to switch all clients on that user's caseload en masse and change them to another assigned staff member, rather than having to go to each client's program page individually.
Thank you for your feedback. We are currently reviewing this request.
Javi Pinedo commented
It would be great if during turnover of HMIS clarity users, that there be a report an agency could run, to change the caseload of one staff member to another in a bulk form versus going to each profile and individually switching staff.