Release Notes Summary
The changes outlined here will be released to Looker training instances on 09/23/2024 and production instances on 10/07/2024. Deployment should be complete by 8am ET. There may be slight delays when accessing Looker after the release as the system updates are being applied.
LookML Dashboards
A new Inventory Occupancy dashboard is available that analyzes Inventory Units and Beds based on their current availability/occupancy.
A new Night-by-Night Emergency Shelter: Bed Night Configuration Review dashboard has been created to review bed nights by program by highlighting configuration and recorded bed nights.
A new Client Status LookML dashboard has been created for case managers to get an overview of a client's demographics and their recent HMIS history.
LookML dashboards will be updated to align with the Clarity Inventory updates to ensure accurate inventory record reporting utilizing Inventory Calculated Records.
Client Model, Coordinated Entry Model, Data Quality Model, HMIS Performance Model, and Services Model
Added a measure “List of Client IDs” in the “Clients” view.
Client Model, Coordinated Entry Model, HMIS Performance Model, and Services Model
The “Income: Other Sources” field has been added to the “Client Assessments” View.
Client Model, Data Quality Model, HMIS Performance Model, Project Descriptor Model, and Reservations Model
Changed data type for “Inventory Calculated Records” field in the “Programs” View.
Client Model, Coordinated Entry Model, Data Quality Model, HMIS Performance Model
The Program Inventory records join logic has been updated based on the "Use Inventory Calculated (Yes/No)" value of the Programs view.
Client Model, Coordinated Entry Model
9 new fields have been exposed under the ‘Client Activity’ view. 2 fields had changed LookML field names.
Client Model, HMIS Performance Model
The "Use Inventory Calculated Records" dimension has been exposed on the "Programs" view for the Client and HMIS Performance models.
Project Descriptor Model
Use Inventory Calculated Records field is updated to behave differently in already used content, returning a String rather than Boolean value.
A new "Calculation Status Parameter" filter has been added to the "Program Inventory" view for the Project Descriptor model. This filter lets the user choose to include all the inventory records, only records calculated on inventory module, or only manual inventory records.
Added the "Access to New Clarity Interface" field to the Staff view within the Project Descriptor Model.
Detailed Release Notes
LookML Dashboards
A new Inventory Occupancy dashboard is available that analyzes Inventory Units and Beds based on their current availability/occupancy. The dashboard also includes unit/bed lists based on availability that include client data for Occupied and Pending Occupancy Units. Additional details can be found in the associated help center article here.
A new Night-by-Night Emergency Shelter: Bed Night Configuration Review dashboard has been created to review bed nights by program by highlighting configuration and recorded bed nights. Additional details can be found in the associated help center article here.
A new Client Status LookML dashboard has been created for case managers to get an overview of a client's demographics and their recent HMIS history. Additional details can be found in the associated help center article here.
LookML dashboards will be updated to align with the Clarity Inventory updates to ensure accurate inventory record reporting utilizing Inventory Calculated Records.
Client Model, Coordinated Entry Model, Data Quality Model, HMIS Performance Model, and Services Model
Added a measure “List of Client IDs” in the “Clients” view listing Client IDs that pertain to the other dimensions in the explore.
New Measure:
- List Client IDs
- Description: “Displays a comma-separated listing of Client IDs connected to a single client Personal ID”
- LookML Field Name: “client_model.list_of_client_id”
Client Model, Coordinated Entry Model, HMIS Performance Model, and Services Model
The “Income: Other Sources” field has been added to the “Client Assessments” View. This is the same field as on the Entry Screen but used on the client assessment.
New Fields
- Income: Other Sources
- Description: “"This is the same Clarity field as an HMIS Data Element but does not function as an HMIS Data Element when connected to an assessment."”
- LookML Field Name: “client_assessments.income_other_source”
Client Model, Data Quality Model, HMIS Performance Model, Project Descriptor Model, and Reservations Model
The data type for the “Inventory Calculated Records” field in the “Programs View (LookML Field Name: “programs.inventory_calculated_records”) has been changed from a “Yes/No” type to a “String” Type.
Required Actions: Update filters to reflect changes in the "Inventory Calculated Records" field.
Client Model, Coordinated Entry Model, Data Quality Model, HMIS Performance Model
The Program Inventory records join logic has been updated for these models based on the "Use Inventory Calculated (Yes/No)" value of the Programs view, when it is "Yes" only those program inventory records that have an "Inventory Module Site Calculated Record" calculation status will pull up, otherwise the "Standard Bed & Unit Inventory Record" will pull up.
Required Actions: Update content with filters on Program Inventory fields to account for changes in way the Program Inventory fields are joined into the explores.
Client Model, Coordinated Entry Model
The following fields have been exposed under ‘Client Activity’ in the Client Model and Coordinated Entry Model: Activity Date, Activity Type, Agency ID, Agency Name, Event Type, ID, Last Activity Agency, Last Activity Date, User Creating or Updating, Count, and Last Activity Count. The previously existing fields under the Client Activity group in the “Clients” View have been aliased under the new fields to ensure content continues to work as before. The fields Last Activity Date and Last Activity Agency will keep the same label, the field Count has been aliased as Last Activity Count.
New Fields:
- Activity Date
- Description: ”The date the client activity event occurred.”
- LookML Field Name: “client_activity_events.added_date”
- Activity Month
- Description: ”The month the client activity event occurred.”
- LookML Field Name: “client_activity_events.added_month”
- Activity Quarter
- Description: ”The quarter the client activity event occurred.”
- LookML Field Name: “client_activity_events.added_quarter”
- Activity Time
- Description: ”The time the client activity event occurred.”
- LookML Field Name: “client_activity_events.added_time”
- Activity Week
- Description: ”The week the client activity event occurred.”
- LookML Field Name: “client_activity_events.added_week”
- Activity Year
- Description: ”The year the client activity event occurred.”
- LookML Field Name: “client_activity_events.added_year”
- Activity Type
- Description: “The type of client activity event that occurred. Activity types include adding or editing: an Alert, an Assessment, a Check-in, a Contact, an Event, a Field Interaction, a File, a Location, a Note, a Profile, a Program Enrollment, a Referral, or a Service.”
- LookML Field Name: “client_activity_events.activity_type_text”
- Agency ID
- Description: “The ID of the agency where the client activity event occurred”
- LookML Field Name: “client_activity_events.ref_agency”
- Agency Name
- Description: “The name of the agency where the client activity event occurred.”
- LookML Field Name: “client_activity_events.ref_agency_text”
- Event Type
- Description: “Was the client activity event a record created or a record updated?
- LookML Field Name: “client_activity_events.event_type_text”
- ID
- Description: “The ID of the client activity event record.”
- LookML Field Name: “client_activity_events.id”
- User Creating Or Updating:
- Description: “The user who created the client activity event”
- LookML Field Name: “client_activity_events.ref_user_text”
LookML Field Name Change:
- Client Last Activity Agency
- “client_last_activity.ref_agency_txt” -> “client_last_activity_event.last_activity_agency_text”
- Client Last Activity Date
- “client_last_activity.last_activity_date” -> “client_last_activity_event.last_activity_date”
Required Actions: Update any downstream references to the "Client Last Activity Agency" and "Client Last Activity Date" LookML field names.
Client Model, HMIS Performance Model
The "Use Inventory Calculated Records" dimension has been exposed on the "Programs" view for the Client and HMIS Performance models.
New Fields
- Use Inventory Calculated Records
- Description: “Indicates if the program has "Use Inventory Calculated Records" enabled. If enabled, this program will have a calculated status from the Inventory Module's site, building, and unit configurations. If disabled, the program will use standard inventory entered via the Program Bed & Unit Inventory records. If "Use Inventory Calculated Records" is not configured in the Program Setup, the calculated status defaults to 'Manual Entry Records Only'.”
- LookML Field Name: “programs.inventory_calculated_records”
Required Actions: None
Project Descriptor Model
Use Inventory Calculated Records field is updated to behave differently in already used content, returning a String rather than Boolean value.
A new "Calculation Status Parameter" filter has been added to the "Program Inventory" view for the Project Descriptor model. This filter lets the user choose to include all the inventory records, only records calculated on inventory module, or only manual inventory records.
New Fields
- Calculation Status Parameter
-
- Description: “This parameter allows users to filter the Inventory records by the ‘Use Inventory Calculated Records”' dimension value in the Programs view. 'All Inventory Records' is the default choice, it shows all the program inventory records. The ’Use Inventory Calculated Records' choice applies filters to only show those inventory records where their Calculation Status dimension value in the Program Inventory view are compatible with the 'Use Inventory Calculated Records (Yes/No)' dimension value in the Programs view. The 'Yes' inventory calculated value is compatible with the 'Inventory Module Site Calculated Record' calculation status. The 'No' is compatible with the 'Standard Bed & Unit Inventory Record'.
- LookML Field Name: “program_inventory.calculation_status_param”
- Access to New Clarity Interface:
- Description: Is the “Access to New Clarity Interface" toggle enabled on the user’s account?”
- LookML Field Name: “members.clarity_new_interface_enabled”