596 results found
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Customize user screens
Similar to the way that System Administrators can add custom fields to a Program Set-up screen, it would be helpful to be able to add custom fields to other screen types, especially the user profile screens. This would allow tracking of things like date of training completion, or notes about a user like reasons for locking/inactivating an account, tracking security breaches, or marking roles like who is an agency administrator for billing new user accounts.
30 votesThank you for your feedback. We are currently reviewing this request.
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Program detail - history and notes
Please add program history under Program Resources, under Modify Program, that allows tracking of program history by dates (more than just a plain text box under Program Description), so we can track audits, meetings, contracting, staff changes, incidents, events.
1 voteThank you for your feedback. We are currently reviewing this request.
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Filtering Notes
End users would love the idea to filter through notes based on the note_categories field and quickly find the notes they need for their clients.
3 votesThank you for your feedback. We are currently reviewing this request.
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password
It would be helpful for there to be an option and/or button on the log in screen to show the password so that users can know if they mistype something.
10 votesThank you for your feedback. We are currently reviewing this request.
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Copy Fields the way you can copy Screens
Hello! In my organization, our Client Profile page has Fields we'd use multiple times in the same screen - reporting-wise they're different fields but essentially the same long picklist. For example, we have a dropdown of multiple languages for Primary Language, but that same list for Secondary Language. In cases like this, where the same or similar field would need to be in the same Screen, could we have a copy feature the same way we do for copying an entire Screen?
1 voteThank you for your feedback. We are currently reviewing this request.
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Add audit log for when notifications are sent
Many notifications are automatically triggered by certain actions in Clarity. However, it is not always clear if the notification was actually sent or a way to check in the UI. So many customer workflows depend on those notifications being sent that it is important for System Admins to be able to see if they sent or not.
1 voteThank you for your feedback. We are currently reviewing this request.
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Delete Fake Entry
Hello! I currently use Efforts to Outcomes (ETO), a rival database provider for nonprofits, but am in transition to Clarity. One feature that ETO users rely on that you could implement in Clarity to be more competitive with ETO would be their Delete Fakes feature. In short, staff in various providers will use the client last name Fake to identify a client that is fictional for training, testing, or other QA purposes (this makes it easier to filter out fake clients automatically as well). When it comes time for monthly or quarterly reporting, there is a feature where an Administrator…
1 voteThank you for your feedback. We are currently reviewing this request.
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service require roi
Require a valid ROI for a program level service transaction
In the attendance module you can toggle on "require ROI for attendance" but in regular program services this isn't an option. Making this feature part of program services would prevent services from being added when a valid ROI isn't present and provide staff a reminder to complete an ROI at the time of service.1 voteThank you for your feedback. We are currently reviewing this request.
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Searching for Users while in System by Ageny
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.
5 votesThank you for your feedback. We are currently reviewing this request.
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When moving an enrollment from one project/program to another due to a data entry error, any services, notes, files etc. does nto get moved
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.
12 votesThank you for your feedback. We are currently reviewing this request.
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Add auto placement for manual CE Events
There is currently no option to set up auto-placement for manual CE Events as we can for services. It would very helpful for end-user workflows if this could be implemented.
3 votesThank you for your feedback. We are currently reviewing this request.
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Expand Observation Period in Population Over Time Model
I understand that developers are planning on improvements to the HMIS Population Over Time model and I'd really like to see the it go back farther than two years. If the point of this is longitudinal analysis, it should go back farther, especially given that the LSA looks back three years. Ideally I would like to see it go back to 2012 so we can dig deeper into client histories similar to the canned CLNT-127 report.
15 votesThank you for your feedback. We are currently reviewing this request.
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Enable outgoing/incoming referrals to/from trusted outside human services agencies
Standards organizations such as DirectTrust have been working to specify ways for human services agencies to share securely emailed referrals, for any type of human service. Standards organizations are also working on ways to share service directory information. Clarity Human Services could implement these standards to be a part of this secure referral network, so Clarity users could send outgoing referrals (even outside the HUD Continuum or customer installation). Likewise, agencies could post their available human services and accept/decline incoming referrals, from the trusted external service organizations.
see https://directtrust.org/blog/launch-of-information-exchange-for-human-services
3 votes -
Reminder when creating new Funding Source Non Federal sources
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.
6 votesThank you for your feedback. We are currently reviewing this request.
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Sorting Site-wide
Please add the ability to sort by each column site wide. For instance, in Client Notes, there are column headers for Title, Category, User Name and Date. It would be extremely helpful if a user could click the column header to choose to sort by that column. This would make it a lot easier to find specific notes.
1 voteThank you for your feedback. We are currently reviewing this request.
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Eliminate the need to hover over items to see functionality
The need to hover over some items across the whole site make it difficult for users to see all the functionality available. One example is in Data Analysis when I want to edit a dashboard. You can see the elipsis near the filters to choose to edit, but, you have to hover over the top of the visualization to see the elipses. This is not intuitive and is not user-friendly.
1 voteThank you for your feedback. We are currently reviewing this request.
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font color/high contrast colors
Site wide, it would be really helpful if the fonts are in black and the color schemes are high-contrast. It is very hard to easily see a lot of items on the screens.
1 voteThank you for your feedback. We are currently reviewing this request.
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Access to Look/Dashboard/Schedule metadata
It would be beneficial for System Administrators to have access to metadata for Looks/Dashboards/Schedules to better maintain reports and monitor system usage.
1 vote -
[Looker] More Folder Options in Looker
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."
22 votes -
Allow end users to download and print form pages
For agencies who are trying to save time, it would be very beneficial to have a download/print function within Clarity, tied to the enrollment form. Some agencies can enter directly into HMIS, and do not need a paper copy, but there are many agencies who are required to store paper forms. They have to do their enrollments on paper forms, then enter into HMIS. If you could print the form, it would save them a lot of time. Currently, when you print an enrollment form using the basic web browser function, it does not retain the responses to checkboxes, such…
15 votesThank you for your feedback. We are currently reviewing this request.
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