Add a feature that allows admin to extend all expired services associated with a program with one click

Personal ID (as opposed to Unique ID) is included in the data extracts for Federal HMIS Partner submissions. Errors in those submissions will identify offending records by Personal ID, however, there's no easy way to search for a record.

Allowing search by Personal ID would be a huge help to the users who are troubleshooting the Federal HMIS Partner uploads.

It would save many clicks if Managers and System Administrators could search by agency name when doing a Staff search on the Manage --> Staff tab. For instances of Clarity with many users, this would save time and make administering the system easier.

Create sharing groups for direct referrals that can be programmed by project type. This would allow for agencies to ensure staff only had access to the referrals that they had the authority to refer to.

Allow the options for colored text when building or editing custom fields.

The list of attendance services is very large in our community, often resulting in 50+ pages of services. When in the attendance module to select a service to view, we’d like the following enhancements:
Add a search box to allow the user to easily locate the service they want to work with. This should mainly be a search based on service name, but also allow for an advanced search on type (attendance or reservation), program linked with, or service category.
Add a column to the view that shows which program the service is linked with.

Allow for the ability to reorder slots in the service setup. Currently they are limited to the order they were created in. This is an issue when trying to organize rooms that are created later but need to be grouped with other rooms within the same section.

Allow for the ability to mark a slot offline (with a date range), as well as a dropdown for the reason offline (maintenance, staff use, etc). This should be able to be configured directly on the bed reservation page by the service provider without having to access the setup/management pages.

Ability to set up staff prompts during assessments. For example, when starting a new assessment, have a prompt appear that reminds the staff to wear mask, or provide some specific instructions on how to complete the assessment.

Standardize system logic for "deceased." Outreach module already indicates if the participants is housed/deceased (https://get.clarityhs.help/hc/en-us/articles/1500003859462-Clarity-Human-Services-April-2021-Feature-Updates) this should be standardized across the system. And should include warnings when a deceased participant is being enrolled with a start date of the deceased date.

Password requirements are clearly stated in the Help Center, but when a user is actually selecting a password, there could be more specific feedback on which requirements are not being met.

The display constraint for veteran status is built so the question will only display if age = 18 or older. This means the question does not appear for adults that refuse to give a date of birth. We would like a way to populate the veteran question for clients who refuse to give DOB. I created my own workaround for this issue that involved creating a button that hides the veteran status question if the end user indicates "client is a minor" instead of basing the display constraint on the calculated age, but perhaps a better method could be devised.

Can there be a pop up to confirm Program Group Members that differ from the Global Household Members?

For example, if not all current members of a Household were enrolled in the program, a pop up would ask end user to confirm this is correct. This would encourage the end user to review the Global Household and Program Group Members for accuracy.

A customer has requested the ability to have an indicator on the Profile screen that notes if a client is housed in their system. This could be done with the ability to deploy a Live Marker for "Housing Move-In Date Entered" on the profile screen or the creation of a new Live Marker that calculates a "housed" status across the system. This live marker in conjunction with the "Warning" functionality could provide a quick display of housed status.

In order to be considered for PSH opportunities, a participant must have documentation of disability as well as chronicity. Some individuals have enough history in HMIS under the Programs tab to be considered documented for the chronicity requirement of Chronic Homelessness and if there were a field that added that history together and gave us a yes or no answer, this could decrease the barriers in obtaining PSH opportunities.

Allow Agency System Administrators the ability to manage their own agency's user accounts. This would include the ability to deactivate, reactivate, create new users, unlock/lock, and other simple user account management for the agency. A limit of users can be set (if necessary) and if more users are needed then the Agency System Administrator would inquiry for more with the CoC System Administrators (only necessary if there is a user amount limit per agency). [Especially important for large agencies]

Since we provide 24/7 services, many of our emergency shelter staff work inconsistent, relief, or weekend schedules. This makes the requirement that new staff log in within 24 hours of their account being made often impractical. This results in a ton of back-and-forth and frustrations. It would be very, very helpful to be able to create exceptions to this policy.

It would be great if the cascading on an entry screen would default to NOT include the Date of Engagement. We've seen many enrollment records with dates of engagements that are < the program start date because of cascading, followed by not reviewing data on the new screen before submitting.

Thank you for considering this change.

A customer would like to set up a workflow that uses a Look to detect when outreach workers make direct referrals to shelters. Upon referral, the Look will send an email to a "matcher" who ensures the referral is appropriate before the receiving site accepts it.

This is a time-sensitive process, so the 2-hour delay in Looker refresh rates makes this workflow unfeasible.

Would it be possible to have an increased refresh rate to facilitate such a workflow?