568 results found
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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 -
Synchronize Behavior between the Availability Reservation system and the Referrals system
I came across the following scenario, which I believe will cause data entry errors for our users. The issue is that if a provider deletes a client’s reservation from the Availability screen, the opportunity becomes available, but the client remains matched to the opportunity. My recommendation would be to remove the delete button from the availability screen if a housing opportunity has a pending referral.
Scenario:
Client is referred to a housing opportunity through the Community Queue.
Reservation is deleted on the Availability screen
Opportunity becomes available for match again, but client is still matched to the opportunity in their…3 votes -
Daily Attendance or Multiple Attendance service to toggle on both options, "Tracking Time is Adjustable" and "Track Time per Attendance".
Customer would like the ability to set a Daily Attendance or Multiple Attendance service to toggle on both options, "Tracking Time is Adjustable" and "Track Time per Attendance". Currently by setting time tracking as adjustable, an attendance service cannot be associated with a service attendance record.
On the database side, the field clientservicetracking.refdate is not populated unless “Track Time per Attendance” is on, which associates it with the clientservice_dates table. If “Tracking Time is Adjustable” is toggled on, then “Track Time per Attendance” is automatically turned off and removed as an
1 vote -
Add an Audit Log Model in Looker
It would be very handy for users to be able to create reports of audit log activity rather than have to click in client by client and page by page to see this activity.
2 votes -
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 -
Filter Outreach Tool by Case Manager
We would love to sort the neighbors enrolled in outreach by case manager to look at patterns of where case managers are focusing or patterns of movement of neighbors across the community.
1 vote -
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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 -
Ability to Complete Assessments in Offline Mode
Some of our outreach-based end users need to complete assessments with clients in locations that are inaccessible for the internet. It would be helpful to have an offline version of Clarity or Clarity assessments where the data was cached and then uploaded when the end user reconnects to the internet.
3 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
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