Hello,
Since we work with lots of client data, and case managers often don't know a client's UID off the top of their head, it would be helpful if I'm able to include the client's full name and alias in a report. Once that report or dashboard is created, I would like to be able to schedule delivery by Encrypted Email which would better protect that client's information.

Request for some additional functionality in embedded Looker:

• Allow access to sub-sub folders in the main reports folder
• Change interface to an actual folder structure (collapse folders by default, allow expanding) instead of just displaying folder names as headers
• Allow access to sub folders in agency reports folders
• Allow users to view look descriptions and dashboard descriptions in embedded Looker. Right now I think they are available in standalone, but only in standalone."

Ability to search for users by agency while in System in the Manage/Staff tab. System Admins should not have to switch back and forth between agencies to find out what users are attached to an agency.

Would it be possible to reveal the SPM Report Date Filter and SPM CoC Code Filter fields in the HMIS Performance Model in the same way that [Reporting Period Start Date] and [Reporting Period End Date] have been made available to allow for more intuitive dashboard filters?

For example, using the Reporting Period Filter on a dashboard with enrollments and Current Living Situation assessments & using the [Reporting Period Start Date] and [Reporting Period End Date] fields to limit to just CLS records that occurred during the reporting period filter dates.

We would love a way to run an audit on users who have viewed a client record, even if they have not made any changes to it. Thanks!

Clarity pages should be in alphabetical order. This makes it easier for users to find the information they are looking for.

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?

Make tooltips text associated with data fields available on mobile devices. Currently, the tooltip text is only accessible on desktop devices.

When moving an enrollment from one project/program to another due to a data entry error, any services, notes, files etc. do not follow or get moved to the correct enrollment which requires staff to delete the services, notes, files that might have been placed at the incorrect project/program and then re-enter all of those items. It would be helpful if the "move" tool moved all items related to the enrollment.

While Outreach itself is mobile-friendly, the rest of Clarity is less so, leaving outreach workers with a mixed Clarity experience when collecting client data.

This includes client search, assessments, program enrollments, services, current living situation, etc.

Users have expressed scenarios when automations will not prompt the removal of a client from the outreach map when appropriate. Allowing users this ability will account for the scenarios in which automations are applicable.

Similar to the functionality under launchpad>merge where a program enrollment can be moved, generate functionality to move assessments/services/notes etc that are incorrectly entered under one client record to a different client record. Currently when end user enter this information incorrectly under one client, we must delete the record and advise the end user to re-enter the information into the appropriate client record. This functionality could save case managers time from having to re-enter data.

Could there be some sort of tool tip or reminder on the Add Program screen that reminds us to go to the Field Editor to create the new funding source name? Or even better, allow us to add straight from the screen. Too many steps are involved when it comes to setting up new funding sources.

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.

It would be very helpful to display prominently the name of the City or continuum on the log-in page. We have agencies that access multiple Clarity systems (Los Angeles, Long Beach, Orange County) and the log-in page all look exactly the same.

The System Administrator should have the option to update the background color of the Warning Message section from light grey to a darker color (such as marron, navy, or emerald). This update will benefit the users who are visually impaired.

Submitting a request to add custom elements at entry/exit/update to the Data Quality Model.