Settings and activity
42 results found
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9 votes
An error occurred while saving the comment Jessica Salazar shared this idea ·
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25 votes
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24 votes
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An error occurred while saving the comment This is mostly on the Looker end of access rather than on the user interface as the idea suggests, but I feel as though the reason behind the idea align...
Keeping a small history of page meta data like this would be helpful to review in Looker as well (a few days to no more than a month - whatever is feasible for the system). We've encountered issues where profiles get completely changed or wiped out because of some change someone else makes in the system. But because our staff corrected the changes, we are unable to look back and discover who made the "alarming" change.
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30 votes
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14 votes
An error occurred while saving the comment Or instead changing this to their caseload list instead would be more efficient for users since these are the people they are typically searching for the majority of the time. Merging the Search page with the Caseload page would streamline their work. OR a mixture of all 3, the search and notification box on top, page split below this to give full caseload on one side and a longer list of recent searches on the other side....
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14 votes
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12 votes
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An error occurred while saving the comment The ability to grant this control to an Agency Admin would be extremely helpful.
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3 votes
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An error occurred while saving the comment To add to ideas for UI updates:
-Visible Unique Identifier next to client name that we are navigating through.
-Minimize the need for 2 locations of a single piece of information i.e. Client level Notes, Program Level Notes, Client Level Services, Program Level Services, Client Level Assessments, Program Level Assessments. These could be a single page for each focus where we are able to select our program for the data point we wish to create. -
1 vote
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An error occurred while saving the comment A relative idea I provided was incorrectly marked completed which fell under the umbrella of this larger idea, specifically managing agency user accounts on the agency level. I checked with our CoC System Administrator and they confirmed that this is still a function that cannot be granted to an agency, only the CoC System Administrator has this function. Since it falls under this umbrella of providing agency control of our user accounts, here is the link for reference:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44150403-user-accounts-agency-management -
22 votes
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4 votes
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5 votes
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An error occurred while saving the comment This would be great at service creation as well. Outreach programs have particular services set up to record a geolocation so it can be an automatic process as part of this type of set up. Alternatively, an option (checkbox perhaps) to create a CLSA when any service is being created would allow outreach workers to efficiently record these relative contacts (CLSAs) at that same time.
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8 votes
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6 votes
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10 votes
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15 votes
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42 votes
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2 votes
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54 votes
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9 votes
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An error occurred while saving the comment Few more great enhancements:
1. Include the Enrollment ID for every screen. This allows a more efficient way to reference accurate enrollment data across the sheets.
2. Include the Client Profile and Enrollment hyperlinks in the Entry Screen sheet (excel/csv).
I was reviewing ideas and there are many top high voted ideas that align with this one. The idea would be to centralize a lot of these ideas since many are caseload based work. So if every user has a "dashboard" providing these sort of flags and quick links to program enrollments, we would ideally see an increase in data integrity.
Here are a few I wanted to point out:
->Was an active client exited as "deceased" elsewhere? Standardize Logic could notify the staff about this client.
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/43649772-quality-assurance-deceased-standardized-logic
->Ideally Names and IDs would be visible here:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44924266-client-unique-identifier-should-be-visible-on-all
->Date HUD Standards:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/43649706-quality-assurance-chronological-date-entry-logic
->Overlapping Enrollment Flags:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/39505756-concurrent-overlapping-enrollment-alert
->Move In Date Data Standard:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/44983885-do-not-allow-program-start-date-entries-to-occur-a
->Assessment Related Standards:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/43842963-allow-users-to-receive-assessment-due-warnings-for
->Documentation Requirements:
https://ideas.bitfocus.com/forums/930328-clarity-human-services/suggestions/43873521-documentation-requirements-allow-for-logic-condit