500 results found
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Ability to filter custom fields in Looks, etc.
It would be beneficial to have the ability to sort/filter reports (including Looks) by custom-created fields.
16 votesThank you for your feedback. We are currently reviewing this request.
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Allow a warning or block before editing core data
Hello! Similar to how the SSN has a warning pop up before you edit it as core data, could we please implement a feature where custom fields could either be prevented from editing later or require multiple clicks of confirmation before doing so, with some warning text available, to prevent misclicking away something important on the client profile or other screens?
Thank you!
2 votes -
Ability to add services to HoH progam enrollment only
When creating a service we'd love the ability to set services up so they can only be accessed/tracked/created in the HoH's program only. We have programs that we need to have users only track under the HoH. However, users sometimes forget and will track services under the second adult in the HH or under the children. This causes issues when we are running custom reports that are set to only pull information from the HoH and the services provided.
1 vote -
Add a "Training Site" banner to training sites
Users might forget that they are logged into a training site. It would be helpful if there was a banner at the top of the interface to let them know that the site they are on is a training site.
6 votes -
DQ e-mail module
Create a DQ e-mail module that will send e-mails to users when DQ issues are found in records. This module will function similar to the "Annual Assessment" warning e-mails that get sent.
This might be simpler to implement than an overall system enhancement.
Some basic alerts can be date related, entry date prior to move-in date, exit date prior to entry date etc.
Some basic options might be: send daily, send monthly, etc. HUD Only, Custom only, HUD + Custom. Who to alert, etc.
2 votes -
Allow the ability to edit Queue Remove reasons so they can be unique for each CoC versus systemwide.
Each coc should have the ability to adjust the reasons a referral is removed from the queue for evaluation of outcomes. Right now adding an option that is needed in CoC is difficult to train users in other CoC that it's not relevant in their community and to disregard that pick list option.
Priority level 3
15 votesThank you for your feedback. We are currently reviewing this request.
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Aging into Adulthood: add "Veteran Status" requires updating into the message flag.
While it's not an enrollment-based requirement... it is a data standards requirement.
1 vote -
Tool to update case manager
When a case manager leaves an agency AAs are having a difficult time reassigning clients to another case manager. Some case managers will have a case load of over 100 clients. It would be great to have a tool for system administrators to remove the case manager and assign the clients to another case manager.
3 votes -
Add a Program's Agency filter to the Inventory Module
Inventory allows the flexibility to connect units to multiple programs under the same building. Many communities have configured Inventory this way and want to see unit information by program, not building. However, there isn't a program's agency field available.
Adding a program's agency filter to the Inventory module would allow users to view the information by program. Additionally, having a field in Looker available for program agency will also aid in creating custom reports.
2 votes -
Sharing on Program Level
Sharing set at a program level instead of an agency.
Departments do not work like they should for programs like RHY. It would be better to have more flexibility on where visibility can be set.17 votesThank you for your feedback. We are currently reviewing this request.
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Include referral notes in Basic Shared with access rights toggle
We're having an issue where certain housing navigators are not able to see or leave referral notes if they are not working under an agency that sent or is receiving the referral. Our community voted to set Service/Programs/Assessments/Events Placed as "basic shared," and because these are all grouped together, we can't open up sharing for referrals for certain access roles because the agency sharing settings override any access role permissions. A solution to this would be to include referral notes in Basic Shared, since leaving a note is not changing the status or behavior of the referral in any way.…
15 votesThank you for your feedback. We are currently reviewing this request.
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Clarity Looker and SQL Analytics Documentation
It would be useful to have the following updated and pushed to "Data Analysis" section in the Help Center of the Bitfocus website, every time Looker or SQL Access has been updated:
- A "Clarity to Looker Data Dictionary" showing all the fields available in all of the Looker models
- A diagram of how the tables relate in Looker
- SQL Access fields list showing all the fields available
- A diagram of how the tables relate in SQL Access
It would also be helpful to include field descriptions, HMIS metadata, table name, and name.
42 votes -
Align Housing Move-In Date to Unit Start Date Automatically
After a referral to a unit is made from the community queue, a provider enrolls a client to the corresponding program and the client is automatically added to the unit in the referral, both with the current date. However, for Permanent Housing projects, when a Housing Move-In Date is entered, the user has to then manually update the unit start date to reflect the true first night that the client moved into and slept in the unit. Functionality that would allow the Unit Start Date to update based on the Housing Move-In Date entered would help improve this workflow.
1 vote -
Add the ability to report on citizenship information in Looker
There are currently 2 fields in Clarity that collect information regarding a client's citizenship status (citizenstatus & uscitizen). However, neither of these fields are available for us to pull into Looker to build reports off of. We would like to have these 2 fields added so that we can pull a client's citizenship information.
1 vote -
Block ROI Uploads from an Agency
Our CoC creates partnership agencies, which allow workers from multiple organizations to access their collaborative projects. We want all new client profiles and ROIs to be created under the primary program agencies.
Please create an option to block users from being able to upload ROIs if they are logged into specific agencies.
8 votes -
Start Date and End Date Validation
Before saving a Start Date or End Date, validate the date is a valid calendar date. This could also check for dates recorded prior to 1/1/1915 as noted in HMIS Reporting Glossary. This could also check for dates in the future and give a warning message when the user saves that it is a date in the future to confirm accuracy. This could apply to both enrollments and services.
9 votesThank you for your feedback. We are currently reviewing this request.
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Update Unit Status in Batch
Customers have asked for the ability to update the status of multiple units at one time (update in a batch). For example, a building and units were set up to prepare for a new building to come online. Units were set to inactive so they would show on the dashboard until the agency was ready to begin leasing up the new building. When the agency is ready to begin lease-up, they need to change hundreds of units to active.
As a property manager, I want to update the status of multiple units at one time so that I can efficiently…
15 votesThank you for your feedback. We are currently reviewing this request.
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Add a Clickable History Bar to the Top of Clarity
Clarity doesn't allow the back button on your browser to be used to instantly jump back to the previous page without a form re-submission. It would be great if there was a bar at the top of the page that showed 3 or 4 of the previous pages you were on, that way you could click on one to instantly return to that page.
For example, if you had been on Client Test 1's Enrollment page, then were on the Agency Overview search page within the launchpad, then were on the Reports section within the launchpad, the top of your…
1 vote -
Exporting File URL Link under Clients File Link field
Please allow downloading or exporting file links. Even though Clarity generates a link that is accessible through a context menu in the Data Table, the URL of the link is not an exportable or reportable value in Looker. My agency is developing an app that would allow navigating to files and audit those files in a more centrallized and faster manner, and the file links are a key feature of this application.
1 vote -
Request to Add preferred pronouns" data field to XML schema for DIT purposes
Eric Jahn I creating this request per Kerri-Lynne's request. See details
in JIRA : https://clarityhs.atlassian.net/browse/DM-1992Do we have a plan to add the preferred "pronouns" data fields to XML schema for DIT purposes?
7 votes
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