This month's release is an update to the INVENTORY Dashboard filters.
Release Schedule:
- All Training Sites: Tuesday, October 22, 2024
- All Production Sites: Tuesday, November 5, 2024
This month’s update:
Notes:
The updates described in this article will be deployed in the early morning hours on scheduled release days. During release, the Clarity Human Services application may experience performance delays. We recommend clearing your cache at the initial login if experiencing difficulty.
The Data Analysis update will follow the same feature release schedule dates. There may be a slight delay when accessing Looker after the release as the system updates are being applied. Data Analysis release notes will arrive in a separate communication.
UPDATED: INVENTORY Filter Adjustment
Overview
The filters for the INVENTORY dashboard have been updated to filter out inactive Sites, Buildings, Unit Configuration Types (UCTs), and Programs, displaying only active entities in the filter drop-downs.
Sites
If a housing inventory site is set to “Inactive” in Housing Inventory Sites, the Site will not appear in the Site filter on the INVENTORY dashboard.
The site Status is Inactive:
The site does not appear in the Site filter:
Additional details:
- Buildings and Unit Configuration Types (UCTs) set up for an inactive site will not appear as a selection in the Building filter or Configuration filter on the INVENTORY dashboard.
- Units set up for Buildings for an inactive site will not appear in the left sidebar of the INVENTORY dashboard.
- Programs assigned to an inactive site (or to a Building, Unit, or UCT within the inactive site) will not appear as a selection in the Program filter in the INVENTORY dashboard, unless the Program is also assigned to a different Site, Building, Unit, or UCT that is currently active.
- Funding Sources assigned to an inactive site (or to a Building, Unit, or UCT within the inactive Site) will not appear as a selection in the Funding filter in the INVENTORY dashboard, unless the funding source is also assigned to a different Site, Building, Unit, or UCT that is currently active.
Buildings
If a Building is set to “Inactive” in the Buildings & Units tab of the Site Resources, the Building will not appear as an option in the Building filter on the INVENTORY dashboard.
The building Status is Inactive:
The building does not appear in the Building filter:
Additional details:
- Units set up under an inactive Building will not appear in the left sidebar in the INVENTORY dashboard.
- Programs assigned to an inactive Building (or to a Unit or a Unit Configuration Type/UCT within the inactive Building) will not appear as a selection in the Program filter in the INVENTORY dashboard, unless the Program is also assigned to a different Site, Building, Unit, or UCT that is currently active.
- Funding Sources assigned to an inactive Building (or to a Unit or a UCT within the inactive Building) will not appear as a selection in the Funding filter in the INVENTORY Dashboard, unless the funding source is also assigned to a different Site, Building, Unit, or UCT that is currently active.
- Unit Configuration Types (UCTs) that are set up under an inactive Building will not appear as a selection in the Configuration filter in the INVENTORY dashboard.
Unit Configuration Type (UCT)
If a Unit Configuration Type (UCT) is set to “Inactive" in the Unit Configuration Type tab in Building Resources, the UCT does not appear in the Configuration filter on the INVENTORY dashboard.
The UCT Status is Inactive:
The UCT does not appear in the Configuration filter:
Programs
If a Program is set to “Inactive,” the Project Status will be “Inactive” in the Programs & Projects tab on the Site Resources section and the Program will not appear in the Program filter on the INVENTORY dashboard.
The program Project Status is Inactive:
The program does not appear in the Program filter:
Additional details:
- If the inactive Program is assigned to a Housing Inventory Site, the site will not appear as a selection in the Site filter in the INVENTORY dashboard.
- If the inactive Program is assigned to a Building, that building will not appear as a selection in the Building filter in the INVENTORY dashboard.
- If the inactive Program is assigned to a Unit ConfigurationType (UCT), that UCT does not appear as a selection in the Configuration filter in the INVENTORY dashboard.
- Units set up with a UCT that has an associated inactive Program will not appear in the left sidebar in the INVENTORY dashboard.
Required Action: None.
Important Note:
An update will be applied to production instances on Wednesday, October 23, 2024, for the multi-select field Provided by CE Project that appears in the Program Setup screen.
Currently, if "Yes" is selected for Project is a Coordinated Entry Access Point, the Provided by CE Project multi-select field appears with the following options:
With this update, the selections will be changed to:
- Homelessness Prevention Assessment, Screening, and/or Referral
- Shelter Assessment, Screening, and/or Referral
- Housing Assessment, Screening, and/or Referral
- Direct Services (search and/or placement support)
Required Action: None.
December Feature Preview
Our next Feature Release will include an update to Assessment Processor points; they will round to the nearest hundredth instead of nearest tenth.
We Welcome Your Ideas
We encourage you to suggest improvements and new features for our products. You can create feature suggestions or vote, watch, and comment on existing suggestions at ideas.bitfocus.com. Refer to our Feature Suggestions article for additional details.
New and Updated Help Center Resources
We will either update or create the following articles in response to this Clarity Human Services update on Tuesday, November 5, 2024. The updates will be available in all Training Sites on Tuesday, October 22, 2024 and in all Production Sites on Tuesday, November 5, 2024.
|
Updated Pages |
New Pages |
Updated: 11/15/2024