702 results found
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Ability to Assign Additional Agency Access in Bulk
As a sys admin, I would like to assign additional agency access in bulk. For staff such as matchmakers who need access to all agencies in the system, it can be very time-consuming if you have to assign each agency to the user individually.
17 votes -
Ability to change field type when feasible
Sometimes, if we hit an unresolvable issue with a field, we have to make a new one - which can impact reporting because that also means we need to make new looks/dashboards, and then we can't aggregate between the old and new version of a field. In some cases, could we look into allowing the field type and other settings to change later/not be permanent?
Examples include:
1. swapping a number field to a dollar field and vice versa
2. swapping a checkbox to a picklist (within reason, probably couldn't go the other way around)2 votes -
More info in drill downs
When using the drill down feature in a look - would like please client UID and/or client name. A lot of times we are looking for lists of clients and the only way to confirm who the client are - is to click into their profiles one by one.
2 votes -
Front End Data Validation for Income, Non-Cash, Health Insurance., Disability
Users are able to have inconsistent data when they enter Y/ N to income, non-cash, health insurance and disability and have or do not have sources. Currently there is a warning that pops up when these occur, but we would like to prevent the user from saving the record with these data entry inconsistencies.
7 votes -
Looker - Household Engagement Date
A Looker field for Household Engagement Date that functions similar to Household Housing Move-in Date. When pulling for the number of persons engaged, the other household members (i.e. children) will not be counted because the engagement date is not collected on their enrollment screen.
11 votes -
DIT delete services
Currently, the DIT only allows the deletion of services if those services were previously imported by the DIT.
It would be great if either the DIT delete feature were expanded to non-imported services, or another option entirely were developed to allow for the bulk deletion of services.6 votes -
Enrollment Page Update – Human Trafficking Question
I wanted to suggest adding a field on the enrollment page specifically for human trafficking. Currently, there is a question regarding fleeing domestic violence, but it may be helpful to separate these categories to better capture client needs and ensure appropriate support.
Please let me know if this can be added or if you need further details for implementation.1 vote -
field geolocation- display on location tab
Greetings- We have recently added a new field for geolocation to the clients enrollment to add zip code of last permanent address. However, if we choose to display this in the location tab, the type shows up as "field geolocation" instead of the field name. We would like to see the field name appended to the field geolocation type (or the field displayed in another column) so that users can differentiate what field geolocation data that are viewing on the location tab. The user would have to find the enrollment where that data was collected to understand what data was…
7 votes -
View Contact Fields (phone, email, address) in the PROFILE Screen for Ease of Access
View the Phone and Email fields entered under the CONTACT screen AND view the address field entered under the LOCATION screen on the PROFILE screen. Being able to view the CONTACT and LOCATION info. on the PROFILE screen would be helpful for ease of access.
2 votes -
Ability to Enable/Disable Service Notes
All services automatically have a "Service Note" field where notes can be entered. Agencies have requested that this field be disabled for some of their services as they do not want staff inputting notes here. However, there is not an ability to do this on the back end. It would be helpful if when setting up services, admins would have the ability to enable or disable the "Services Notes" field from displaying.
26 votes -
Show which agency is currently selected on the agency list
It'd be nice rather than dissapearring the currently selected agency from the agency list, if it were highlighted.
I'm occasionally going down the list agency-by-agency, and it'd help to know which one I'm currently on.
Makes it easier to confidently select the next agency.
2 votes -
Add Program Setting to Allow or Disallow Direct Referrals
We often get users making "direct referrals" from the Referrals tab on the client profile page in error (they should instead be making a referral from the queue). There is currently a setting on the Program page called "Direct Unit/Bed Referrals", which is related to Inventory. It would be great if there was setting called "Direct Referrals" (options could be Disabled, Optional, Required) to first determine if any direct referrals are allowed to the program. Then the "Direct Unit/Bed Referrals" setting could be sub-setting to determine the parameters of the direct referrals (if allowed).
11 votes -
duplicate entries
Our community is experiencing multiple duplicate entries that are flagging on our LSA. Is there possibilities to troubleshoot the workflow that is allowing same project enrollments along with same project type enrollments?
Maybe looking into adding a warning before users begin the second enrollment.
1 vote -
Add an option to identify pets as a “Household Member"
User Story:
As an outreach worker who works with unhoused individuals and their pets, I want an option to be added that identifies a pet in the “Household Members” section so that we can link the pet to the owner, have an accurate representation of family size, track safety and liability, and know who the client will be taking with them if they were to receive housing. We provide services to clients AND their animals, and we propose a comprehensive set of criteria to be included such as:
- Photo Entry
- Breed
- Age
- Name
- Color
- Microchip status
- Vaccination records
- Size
- Temperament
- …
39 votes -
Auto Offline End Dates
Currently, you have to specify a period of time to make units automatically offline at program exit. It would be useful to have an option to make units offline indefinitely with no offline end date. To get around this, we make the offline period a very long time, but then users are confused about this random end date way out in the future. Also, users cannot clear out the end date from the Inventory dashboard, which would be very helpful.
9 votes -
I want to be able to see the Care Team member's assigned agency
I want to be able to see the Care Team member's assigned agency
2 votes -
Operational API needs to have a comparison option
When using this, I can only pull data with field values "equal to", such as "clientID" is "equal to" "12345". An example of what we need is to pull records where "end date" is "less than" a given date, such as today. Ultimately we want to edit the results of this pull. Doing it one at a time is just as bad as editing directly in Clarity.
1 vote -
For Inventory page, filter by program in addition to agency
We have several programs in one building in real life, so accordingly we revised our inventory functions to have all programs in one building. Previously, we had them in separate buildings, but needed to merge them so we can reassign units to different programs as needed. So for a while, we got used to sorting by building to get to different programs, but can't do that anymore. It would be great if we could sort by programs the same way we can filter by agency, site, etc. Thank you!
2 votes -
Can Clarity generate an alert when a child is entered as the Head of Household?
Can Clarity generate an alert when a child is entered as the Head of Household? This will help with avoiding data quality errors due to human error at entry.
2 votes -
Update the [GNRL-403] Public Alert Notice to remove active service
The [GNRL-403] Public Alert Notice requires an active service in order to display the public alert.
I would like to request an update to this report to remove the service restriction and have the report be based on the public alert creating agency and user.
4 votes
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