This article is for the new Clarity interface. Screenshots and descriptions will be updated as features are released.
Overview
Users can snooze referrals and manage snoozed referrals in the new Clarity interface when the Community Queue Snooze setting is enabled in the community queue referral settings.
The Snoozed Referrals tab is visible and selectable within the global Referrals tab, when enabled, regardless of whether or not there are any actively snoozed referrals. The tab is accessible for any user with an access role that has Referrals AND Referrals - Community Queue access rights toggled on.
Note: A user’s access to the Snoozed Referrals tab is configured in Access Roles. See Rights Glossary for Access Roles or Coordinated Entry Roles for more information.
When there are multiple community queues enabled, you can choose the appropriate community queue for the Snoozed tab first to see a list of all referrals that have been marked as “snoozed.”
Options to Refine Search Results
The Snoozed Referrals page includes multiple options to refine and view search results:
- A search bar
- Filters
- Sorting option
- A column selector.
Search Bar
The search bar allows users to search the list by client name.
Filter Options
The Snoozed page includes the following filter options:
-
- Assessment Processor
- Eligible Clients
- Eligible Clients: Agency
- Eligible Clients: Program
- Referral Date From
- Referral Date To
- Score Range
- Tracked Characteristics
Sorting Options
The Snoozed page includes the following sorting options:
-
- Referral Date (applied by default)
- Assessment Processor
- Assessment Score
- Days Snoozed
- Eligible Clients
- Score Range
- Snoozed Until
- Tracked Characteristics
- Referred By Agency
Column Selector
The Snoozed page includes a column selector.
Columns shown by default include:- Client (locked)
- Referral Date
- Snoozed Until Date
- Days Snoozed
- Assessment Processor
- Assessment Score
- Eligible Clients
- Latest Note
- Referral Date From
- Referral Date To
- Score Range
- Tracked Characteristics
Viewing Snoozed Referrals
The user can view referrals on the Snoozed tab by clicking on the appropriate client referral to open the View Referral page. The page includes sections for:
- Referral
- Notes
- History
A vertical 3-dot or "kebab" action menu appears for each client listed on the Snoozed Tab, with the following options:
- Unsnooze
- View Audit Log
Unsnooze
When the "Unsnooze" option is clicked for a client’s referral, the referral is removed from the list of Snoozed Referrals, and it returns to the Community Queue.
Audit Log
When the "View Audit Log" option is clicked by a system administrator with audit log access rights, a log of all the snoozed and unsnoozed status changes for the referral is displayed.
Snooze Referrals on the Community Queue
On the Community Queue tab, users can access the Snooze option from a menu of quick actions for a referral. A vertical 3-dot "kebab" action menu button appears for each referral and, when clicked, displays the following options:
- Reassign
- Remove from Queue
- Change Queue
- Snooze
- View Audit Log
- Delete.
The Coordinated Entry Matchmaker can snooze a referral listed on the Community Queue tab by clicking Snooze from the list of options for the referral.
When the Snooze option is selected, a Snooze Referral page opens and has the following options:
- Snooze Until
- Date and Time Selector
- Note
- Text box
- Cancel
- Leave page without saving
- Save
- Save the record
- X button
- Leave page without saving.
When the user selects a date and time for Snooze Until, they are only allowed to choose a date that is at least one day ahead of the current date. All dates before the current date will be grayed out and not selectable.
Published: 12/01/2025