It would be great to have sharing capabilities at the program level. Also, to be able to share program, assessment, and service data separately.

Setting up a new Service Taxonomy is relatively easy, but applying a Service Taxonomy to Service Items is not. There can be thousands of Service Items within a Clarity instance to which Admins might need to apply just one taxonomy code. A tool that allows admins to search for Service Items and apply taxonomy codes would remove a significant barrier to the usage of Service Taxonomies.

We would like a way to have the notes from multiple queues cascade to other queues. Often we have people willing to relocate, so they will be on multiple queues, it would be best to have open communication between all the queues, so we do not duplicate efforts.

Have attendance module service item check-in stop working after a client has been exited from program on the same day (versus following day), when multiple attendance Delivery type set and "Require Program Enrollment" toggle on. Would incorporate time of day program exit occurs in system.

Customers have requested the ability to export multiple file attachments associated with a client record.

One use case related to to integration of HMIS with a Health Information Exchange.

In another use case, the customer would like to share housing application data collected as PDF's in Clarity by sending it directly to housing providers/landlords.

It would be very helpful to have a search tool for the library. Some features:

• Search all folders

• Search by part of title or report number

• Prompt suggested matches

Nice to have:

• Option to designate which folder to search in... i.e. Admin Reports only

At this time the toggle is only able to be used for new records or where records are only used by one agency. A customer has requested to be able to use the toggle on shared records because at times multiple agencies share the use of de-ID'd profiles (ie coordinated entry). Proposed enhancement to allow the toggle to be used with shared records and give the option to automatically send a clarity mail notice or e-mail notification to those listed as an agency contact stating that their client has been de-identified, contact sys admin for details.

Currently, the Private toggle in Assessments is determined by the Agency's Sharing Group settings. Changing the Service/Programs/Assessments Placed sharing setting to Not Shared will make the Private toggle disappear on Assessments. This is inconvenient if Service/Programs/Assessments Placed needs to be set to Shared, but the Private toggle still needs to be absent from selected assessments.

We would like their Matchers to have Looker Access; however they do not want them to be able to view any data marked "Private."

I think this can be accomplished through using [Access Filters (with User Attributes)|https://discourse.looker.com/t/access-filters-with-user-attributes/4596]

Ideally we would like a few different Looker access roles, outlined in the attached matrix. Ideally, this would be adjustable and managed by the Collaborative admins for flexibility.
[^Looker Access Matrix.xlsx]

From Customer:

"Our goal is to create a parallel processor for Vi-SPDAT 1s and 2s to translate the scores, however we would need to add some more complex logic, such as:

If the sum of (categorical field values) > 4 THEN 1 ELSE 0 , and I imagine that the custom formula is translating these categorical fields into numeric so that they may be summed, or creating complex.

Allow System Admins the ability to mark profiles private, regardless if it is a shared profile or not, and allow access to only designated agencies.

The current "Disable Inactive Users" function only applies to when the users have logged in at least one time. Our request is to allow the same functionality for newly created account so that users than never use their account can will be auto-disabled.

There is currently the ability to automatically provide a service upon enrollment. A customer requested the ability to automatically provide a case management (or other) service when a case note is added in the client record.

A customer has requested to have the ability to select certain reports in Clarity as "favorites" for quicker access to frequently used reports rather than navigating the report library to find particular reports each time.

Please make following changes:

1.   Make HOH asterisk to different color, that will be more visible
   

2.   Be able to search by HOH ID
   

3.   Add Houdehold ID next to “Household Members”
   

4.   Add Unique Identifier next to the client