585 results found
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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…
9 votes -
Ability to select multiple agencies when configuring 'Additional Agency Access'
When configuring for Managers/Admin, the 'Additional Agency Access' only allows to add one agency at a time- for CoC's that have a lot of agencies, it can be tedious.
1 vote -
Duplicate users settings and easier method to select additional agencies
Need an option to duplicate a particular user's User Profile, including additional agencies. Click on a "Duplicate" button on a user's profile and it would create the exact settings including access role and additional agencies, leave personal info blank. When selecting additional agencies, allow either a dropdown menu with selection boxes or a search option, rather than the current very time-consuming method of scrolling through hundreds of agencies for each and every add.
1 vote -
Please publish CE Event set to private yes/no to data analysis so it is available in Looker.
CE Events private yes/no is not available in Looker.
5 votes -
More granular filtering in Outreach map
Similar to these 2 ideas, we would like the ability to be able to filter the clients shown on the Outreach map by their program type enrollments. In our use case, we would like to limit the results to only those clients who are enrolled in a Street Outreach or Homeless Prevention program.
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/49418741-filter-outreach-tool-by-case-manager
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44284701-more-filter-options-for-outreach-map1 vote -
Set maximum ROI term
We would like to be able to set a maximum ROI term in addition to a default ROI term. Our community's release expires 3 years from the date of the signature unless a previous date is specified, however, it is possible to override the date to extend it to any number of years beyond the default.
1 vote -
Disable scroll on input type number
Disable the ability to scroll on a number field to increment/decrement the number value. We have found on our encampment screens that users are scrolling down on the setup screen to get to the bottom to save, but are inadvertently changing the values in our custom fields resulting in negative client counts. Even though we've added a WARNING that pops up if a negative number is entered, it does not prevent the client from saving the invalid value.
There are ways to prevent this from happening, but would require implementation on the backend. This is one such example that I…
1 vote -
Enhancements to Service Summary & Service Census Reports
Hi everyone,
I wanted to bring up a potential enhancement for HMIS reporting that could improve the accuracy and efficiency of service data tracking. During a recent review of our reporting processes, we identified a need for clearer aggregate totals in the Service Summary and Service Census reports to reduce manual calculations and improve data usability.
Here are two possible enhancements that could benefit many HMIS users:
1.) Modify the Service Summary Report – Add aggregate totals at the bottom, similar to how the Service Census report presents its data. This would make it easier to quickly summarize services provided…
1 vote -
Update Error Message to be more clear when Project Start Date is later than Unit Start Date
Clarity currently lets users update an enrollment's program start date to be later than the assigned unit start date. When a user then tries to exit the client from the program, they get a cryptic error message that is currently confusing to users. Users currently don't understand why they are unable to exit a client from the program by viewing this error message alone. Error message is as follows: "Please correct errors. Start Date should be greater than or equal to [program start date]."
It would be more helpful for users if the error message was more specific to the…
1 vote -
Add Household Status to CE Demographics Report
Users have expressed a desire to see household listed on the CE Demographics report in Clarity.
1 vote -
Profile Page Notes Box
Users have frequently expressed the desire to have a small box on the profile page where they could put some basic notes - information that doesn't warrant a public alert, but should still be up front and visible rather than hidden in the Notes tab; e.g. how to pronounce a client's name. The box could sit right below the Unique Identifier and profile picture
1 vote -
Fix File Uploader
According to Help Desk, the file uploader has a unique ID and so when the same screen is up and I try to upload a second file it treats it like I am modifying my earlier upload rather than uploading a separate file. At present, I have to leave the screen every time I need to upload a second document when i should be able to upload as many as necessary without having to leave the screen and then return.
2 votes -
Creating New Funding Sources Should be Broken Down by Type
When you create a new funding source, the picklist currently has options for HUD: COC - Homeless Preventions, HUD: COC - Supportive Services Only, HUD: ESG - Street Outreach, etc. etc. etc., then lets you put in the fund start date, Grant ID, Grant start date, amount.
Make it so that the "Funding Source" picklist only shows the base type of funding, such as, "HUD: COC", "HUD: ESG", "VA: VASH", etc. removing the subtype of funding, the "- Supportive Services Only", "- Rapid Re-Housing", etc. part of the funding source.
Make it so that once the fund type has been…
3 votes -
Data Analysis: Unpublish Custom Fields
When utilizing Looker/Data Analysis, custom Clarity fields can be published to Data Analysis and then never used or a field becomes retired with an older workflow/process.
Adding functionality to allow users to 'unpublish' fields from Data Analysis would allow analysts to remove unneeded fields from their field toolbars allowing for more streamlined field selection and improved overall model performance.
Unpublishing fields should be associated with an access role to ensure users that are unpublishing custom fields are not removing fields and breaking content with it.
Thank you for your time and consideration.
5 votes -
Multi-CoC Projects: Allow a Primary Site for Each CoC
When reviewing and reporting on data for projects that serve more than one CoC, currently primary site needs to be inferred when the CoC != the Selected CoC as there can only be one primary site in the Clarity UI. This impacts the LSA, HIC, and CSV Export.
The Data Dictionary states that "There must be a one-to-one relationship to 2.02 Project Information if the project only serves one CoC (most common). … It must be possible to associate a project with the CoC code for every geographic area in which the project operates and for which it will be…14 votes -
Ability to link notes from agency-level "Notes" tab to a program enrollment
It would be helpful if we had the ability to link notes that have been entered from the agency-level "Notes" tab to a program enrollment (ex: there would be a "Link from Notes" button within the enrollment's "Notes" tab similar to the "Link from History", "Link from Assessments", and "Link from Files" functions).
For certain reports we pull in the last note entered into a client's program enrollment; if an end user accidentally enters notes into the agency-level Notes tab, those notes won't pull into the report. To fix the issue, they have to delete any notes they entered at…
15 votes -
“Your recent client searches” advanced settings
This is from a previously archived idea.
This is a Feature Request regarding the “Your recent client searches” box on the Search page. I’ve talked with users who would like to either have none/hide this and other users who would like to see more clients in the list. Having an option at either the agency- or user-level to change the number of clients that appear in that Recent Searches box would be a very nice addition!
14 votes -
Approximate or partial DOB
Since the Quality of Date of Birth field can be reported as "approximate or partial DOB reported" the system should allow users to record a partial DOB.
Perhaps allow 00 (zeros) to be used in the date of birth field- ex. 00/00/2003
Some providers, such as DV agencies, may only collect partial DOBs (just the year) and don't want to record false day/ month data.
4 votes -
File dates and Expire countdown Flag
For files being uploaded, add date field, expire countdown field, expire period field, flag and reminder settings.
Reason: Some processes require documents to be current, adding a date field, countdown flag, and document expiration period may help keep records organized.
How: Date field will be used as the start date for the countdown timer/flag.
Users can select or enter a number for how long, “expire period field”, the document is good for. For example, a document with a date of 01/01/2024 and an expiration period field of 30 days would be good for 30 days starting and including on 01/01/2024…2 votes -
Live Marker: age at "program date" (InformationDate)
live marker: age at "program date" (InformationDate)
Description: Calculate the client's age at program date.
Issue: Users sometimes backdate/future date/update records which causes some age specific fields to show up due to using the current age live marker, the client's age at program date may not be the same as the current age.
Outcome: Any field using this live marker as a constraint will use the age at program date and will also align HUD age specific fields.
1 vote
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