544 results found
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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.
1 vote -
louise.masterson@icalliances.org
Additional Agency Access. It would be very helpful if we had the ability to make an Additional Agency Access 'inactive' as we require Annual recertifications for things like Coordinated Entry - which is set up as Additional Agency Access.
Currently we have to remove access completely and then re-assign access, and that is very time consuming.1 vote -
being able to add a mass case note to my active clients
I send out job leads and notifications to my active caseload in CareerLink. This is about hiring events, career fairs, or community events. I was hoping I could have a way to add this note to everyone active on my caseload as I do this a few times a week. Now I have to input them when I touch a file. I was seeking a prompt to allow me to add a general case note reflecting this type of action to all active cases in one entry.
1 vote -
DIT Improvement: Download Results
When reviewing results in the DIT interface, there can be hundreds of pages on the results page.
To allow for easy review, searching, and filtering, an excel/csv downloadable version of these results would benefit end users.
6 votes -
Option to make Referral Denial Information box required
We would like the option to make Referral Denial Information box required. We review the data and it would be helpful to always know more information to ensure the correct selection was made based on our shared definitions of the options.
3 votes -
Hosting of Custom Client Forms
There should be a way for custom forms to be uploaded to Clarity instead of building out a form within Clarity's "Client Forms" tool. The "Client Forms" tool is tool located at: Grid / Waffle --> Settings --> Client Forms.
We have created forms in-house that are far more robust than what we can build out through the Client Forms build tool. These are blank and fillable PDF files that we would like uploaded to Clarity for field staff to use instead of whatever is built out within Clarity.
Ideally, this custom Client Form, would open the same way by…
2 votes -
Toggle for when a person passes away
Would like to have a way to mark a record for when a consumer passes away.
1 vote -
Merge fields
Have the ability to merge three fields at once.
1 vote -
PHI
Strip PHI/PII from ALL reports by using a "Toggle Button." This would allow for ease of sharing information between partners, grantees, etc by allowing users the ability to use share reports instead of deleting going into files then self deleting all information or guessing what information should be removed before sharing a report.
5 votes -
Publish Client Contacts Email field for use in Screens
The field (clientcontacts.email) is only available to be used in the Client Contacts tab. Unfortunately it's the only field that provides a data quality component around email addresses. If you enter text that doesn't include the @symbol, it won't let you save, and an error pops up saying "Please include an @ in the email address". In addition, under the field you see in red "Email is not a valid email address." If you add an email address to any other screen or assessment you cannot embed the requirement for an @ symbol. It would help to have this…
1 vote -
QR Code for Forms
Add QR code generator
Reason: The QR code can be used to identify hard copies associated with clients or be used when scanning the documents so that system can automatically upload the file to system for respective client.How: add QR section so users can select from file dropdown (allow multiple select and number to generate). Generate a pdf with QR codes.
Allow users to add QR code to scanned/uploaded files. Users can edit how the QR displays on file.
If file has QR code, indicate in the File section of HMIS.
If possible, add QR code to files already…1 vote -
Client Form Enhancements
Add ability to convert screens into forms.
Reason: Administrators often need to create their own forms for general use or specific populations. When screens are updated, the forms need to be updated as well.
How: Allow admin to select screens (client profile, enrollment screens, assessment screens) and their respective fields. Convert fields to form fields. Include the ability to generate a file in multiple formats and or link to post to website.
The selected fields will display as they do on their respective screen, but users may edit.
If possible, convert the constraints to fields. For example, if a field…1 vote -
Screen edit options
Add additional settings to screens to allow data entry edits/updates.
Reason: While some processes may require the screens to be edited/updated by the user when there is incorrect data entry other processes may need to prevent these types of edits.
How: This additional setting will allow administrators to determine if the screen is editable/updatable and how many times a user can edit/update. Add checkbox “allow edits” and if checked add number of types to allow edits. Add banner to show if screen is editable/updatable or has edit limits.1 vote -
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…1 vote -
Make it possible to hide units on the inventory dashboard by making either the site or building inactive, not by individual units
You can not "mass hide" units that are not ready to come online. This is a problem we ran into. We are configuring hundreds of units, but can't hide the ones that aren't ready yet - they still show up under "beds/units" and the inventory dashboard. We tried making the site, building and UCT inactive, but that doesn't work. We learned the only way to hide the rooms was to make each bed offline or give it a future date - impossible to do with hundreds of units . If making the Site, building or UCT could hide the actual…
2 votes -
Automated warning if an admin is about to delete a field that is used for conditional formatting
We have some fairly complicated custom screens that use custom fields and display constraints. However, a field was recently deleted but the admin deleting the field was unaware of the display constraints and it broke the screen. It would be great if a warning message popped up warning the admin user that a field is being used for display constraints and either not allow the deletion or require the admin user to confirm the deletion. Ideally, the warning message would include a list of fields with the display constraint applied.
Thank you.
5 votes -
[DQXX-103] Monthly Staff Report - Add Parameter that Allows Users to Filter in/out Users with Additional Agency Access
[DQXX-103] Monthly Staff Report currently includes all users who have access to that agency, including those who have additional agency access. Having the report show all users with additional agency access makes it challenging for providers to use this report in a meaningful way when looking at their agency staff's activity in Clarity.
I propose to add a parameter to this report to allow users to globally filter in/out users with additional agency access to the agency they pull the report under. This would help agency leads in filtering out oftentimes irrelevant user activity information regarding users with additional agency…
5 votes -
Group Enrollments - Removing a program exit for one or multiple household members.
For group enrollments, the option to remove a program exit (reopen a client enrollment) should be an option to reopen the enrollment for one or multiple household members.
1 vote -
Add the ability to attach a file to Clarity messages
It would be helpful to be able to attach files to messages sent within the internal Clarity messaging system.
1 vote -
Add fields in Looker for HUD's numbering for project type code and exit destination string categories
Because HUD changes the string names for Project Type and Exit Destination, it would help us to have a field in Looker that provides the number HUD uses to corresponds with the pick list for these elements. This would help stabilize our code so that it is more resilient to name changes.
4 votes
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