477 results found
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Integer/numeric field limits
For data validation, it would be helpful to be able to set minimum and maximum limits for numeric/integer fields. For example, if we use a 1-4 scale and someone enters "40", a user should not be able to save that data on the screen. While reporting and label/warnings can be used to help prevent this sort of invalid entry, it would be helpful if the system did not allow it in the first place if configured appropriately.
1 vote -
Looker: Add Dimension "Latest Client Level Note"
Add a dimension under Client Notes-Client Level to to better identify the last client-level notes entered and/or to assist in calculating the number of days from today to last client-level note. *Similar to the Client Notes Enrollment Level: Latest Note by Enrollment dimension.
2 votes -
Add the ability to assign multiple services at once
In it not uncommon to provide multiple services to a client in one engagement. Entering services one by one can be time consuming, especially with the requirement to include a location (geolocation feature is not always reliable so it often must be done manually). It would be helpful to be able to select multiple services from a list and assign them to the same client with the same date of service and location. It would also be helpful to be able to choose multiples services when using the attendance feature.
1 vote -
Allow a warning or block before editing core data
Hello! Similar to how the SSN has a warning pop up before you edit it as core data, could we please implement a feature where custom fields could either be prevented from editing later or require multiple clicks of confirmation before doing so, with some warning text available, to prevent misclicking away something important on the client profile or other screens?
Thank you!
2 votes -
automatic emails to HMIS Admins 30 days prior to funding ending
It'd be great if the system could/would send automatic emails when a funding source is set to expire and there will be no active funding source for a project.
1 vote -
Ability to add services to HoH progam enrollment only
When creating a service we'd love the ability to set services up so they can only be accessed/tracked/created in the HoH's program only. We have programs that we need to have users only track under the HoH. However, users sometimes forget and will track services under the second adult in the HH or under the children. This causes issues when we are running custom reports that are set to only pull information from the HoH and the services provided.
1 vote -
Add a "Training Site" banner to training sites
Users might forget that they are logged into a training site. It would be helpful if there was a banner at the top of the interface to let them know that the site they are on is a training site.
6 votes -
Aging into Adulthood: add "Veteran Status" requires updating into the message flag.
While it's not an enrollment-based requirement... it is a data standards requirement.
1 vote -
Organize Assessment history by type of assessment
Hello! Hope everything is going well. Our staff migrated to Clarity from ETO, and one feature that ETO has that Clarity doesn't is the ability to organize the Assessment history (known as Touchpoints to their system). Instead of providing them all in one list, it sorts them by the Assessment type, making it easier to find the specific one you're trying to view, edit, or delete. This would be a great way to not only help existing Clarity users but also help Clarity compete with other databases for those who could be moved to our side.
You can see a…
1 vote -
Tag users in referral notes / messages - or be able to have more than two people on a message thread
It would be great if in the body messages, such as the referral notes, you could tag other users so they could be brought in to the conversation easily to discuss the client in a thread - or be able to have communications with more than one other user on a single thread.
15 votesThank you for your feedback. We are currently reviewing this request.
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Add a Program's Agency filter to the Inventory Module
Inventory allows the flexibility to connect units to multiple programs under the same building. Many communities have configured Inventory this way and want to see unit information by program, not building. However, there isn't a program's agency field available.
Adding a program's agency filter to the Inventory module would allow users to view the information by program. Additionally, having a field in Looker available for program agency will also aid in creating custom reports.
2 votes -
Sharing on Program Level
Sharing set at a program level instead of an agency.
Departments do not work like they should for programs like RHY. It would be better to have more flexibility on where visibility can be set.17 votesThank you for your feedback. We are currently reviewing this request.
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Include referral notes in Basic Shared with access rights toggle
We're having an issue where certain housing navigators are not able to see or leave referral notes if they are not working under an agency that sent or is receiving the referral. Our community voted to set Service/Programs/Assessments/Events Placed as "basic shared," and because these are all grouped together, we can't open up sharing for referrals for certain access roles because the agency sharing settings override any access role permissions. A solution to this would be to include referral notes in Basic Shared, since leaving a note is not changing the status or behavior of the referral in any way.…
15 votesThank you for your feedback. We are currently reviewing this request.
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Operating Start Date DQ Check
When you input the "Operating Start Date" the system checks for any "Project Start Dates" that occur before the selected date. If they exit, a message appears warning the user they have clients that were served before the selected Operating Start Date. This will also help resolve potential LSA Flag issues due to this conflict in data quality.
3 votes -
Align Housing Move-In Date to Unit Start Date Automatically
After a referral to a unit is made from the community queue, a provider enrolls a client to the corresponding program and the client is automatically added to the unit in the referral, both with the current date. However, for Permanent Housing projects, when a Housing Move-In Date is entered, the user has to then manually update the unit start date to reflect the true first night that the client moved into and slept in the unit. Functionality that would allow the Unit Start Date to update based on the Housing Move-In Date entered would help improve this workflow.
1 vote -
Add the ability to report on citizenship information in Looker
There are currently 2 fields in Clarity that collect information regarding a client's citizenship status (citizenstatus & uscitizen). However, neither of these fields are available for us to pull into Looker to build reports off of. We would like to have these 2 fields added so that we can pull a client's citizenship information.
1 vote -
Block ROI Uploads from an Agency
Our CoC creates partnership agencies, which allow workers from multiple organizations to access their collaborative projects. We want all new client profiles and ROIs to be created under the primary program agencies.
Please create an option to block users from being able to upload ROIs if they are logged into specific agencies.
8 votes -
Start Date and End Date Validation
Before saving a Start Date or End Date, validate the date is a valid calendar date. This could also check for dates recorded prior to 1/1/1915 as noted in HMIS Reporting Glossary. This could also check for dates in the future and give a warning message when the user saves that it is a date in the future to confirm accuracy. This could apply to both enrollments and services.
9 votesThank you for your feedback. We are currently reviewing this request.
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Clarity Looker and SQL Analytics Documentation
It would be useful to have the following updated and pushed to "Data Analysis" section in the Help Center of the Bitfocus website, every time Looker or SQL Access has been updated:
- A "Clarity to Looker Data Dictionary" showing all the fields available in all of the Looker models
- A diagram of how the tables relate in Looker
- SQL Access fields list showing all the fields available
- A diagram of how the tables relate in SQL Access
It would also be helpful to include field descriptions, HMIS metadata, table name, and name.
38 votes -
Update Unit Status in Batch
Customers have asked for the ability to update the status of multiple units at one time (update in a batch). For example, a building and units were set up to prepare for a new building to come online. Units were set to inactive so they would show on the dashboard until the agency was ready to begin leasing up the new building. When the agency is ready to begin lease-up, they need to change hundreds of units to active.
As a property manager, I want to update the status of multiple units at one time so that I can efficiently…
15 votesThank you for your feedback. We are currently reviewing this request.
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