This article is for the new Clarity interface. Screenshots and descriptions will be updated as features are released.
Overview
The new Clarity interface has specific icons to make items easy to distinguish from one another. Users can hover over icons to view helpful details about available features.
Available Icons & Tooltips
The following Icons and Tooltips are available in the new Clarity interface:
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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All Screens |
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Action menu, also known as:
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"Show more actions" |
All Screens: typically on the far right of a screen or section |
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Add |
“Add” |
All Screens: anywhere the “Add” option occurs |
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Clients |
(no tooltip) |
All Screens: located on the primary navigation menu and visible at all times |
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Column Selector |
"Show/hide fields" |
All Screens: typically paired with a search bar |
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Dark Mode |
"Switch to dark mode" |
All Screens: always visible in the top right corner |
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Delete |
“Delete” |
All Screens: anywhere the “Delete” option occurs |
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Edit |
“Edit” |
All Screens: anywhere the “Edit” option occurs |
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Filter |
"Add a filter" |
All Screens: typically paired with a search bar |
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Information |
Note: this icon information changes based on the location found. |
All Screens |
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Light Mode |
"Switch to light mode" |
All Screens: always visible in the top right corner |
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Privacy - Private |
Varies depending on screen; example from client profile: “Private Client data is not shared.” |
All Screens: within the client record |
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Privacy - Public |
Varies depending on screen; example from client profile: “Public Client data is shared.” |
All Screens: within the client record |
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Referrals |
(no tooltip) |
All Screens: located on the primary navigation menu and visible at all times for those with Referrals tab access |
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Search |
"Search" |
All Screens:
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Switch versions of Clarity Human Services |
"Open page in the current version of Clarity" |
All Screens: always visible in the top right corner |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Assessments |
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Add |
"Add" |
Anywhere the Add icon appears |
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Assessment Score |
“[Processor Name]: [score]” repeat: “[Processor Section Name]: [score]” for each section. |
Client record Assessments tab, program's Assessments tab |
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Delete | "Delete" | Anywhere the Delete icon appears |
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Edit | "Edit" | Anywhere the Edit icon appears |
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Privacy - Public | "This assessment is currently public" | Client record Assessments tab |
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Privacy - Private | "This assessment is currently private" | Client record Assessments tab |
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Program Connection | “[Program Name], [Agency Name], [Enrollment Date], [Active or Expired enrollment status]” | Client record Assessments tab, program's Assessments tab |
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Referral Connection | "Referral to [Program Name],Sent by [Agency], [Date], [Referral Status] | Program tab |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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The Contact Tab |
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Add | "Add" | Anywhere the Add icon appears |
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Delete | "Delete" | Anywhere the Delete icon appears |
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Edit | "Edit" | Anywhere the Edit icon appears |
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Note | “Note [formatted note text]” | Contact tab |
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Privacy - Private | "Public" | Top right corner of the Client contact on the Edit Contact screen |
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Privacy - Public | "Private" | Top right corner of the Client contact on the Edit Contact screen |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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Files |
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Add | "Add" | Anywhere the Add icon appears |
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Delete | "Delete" | Anywhere the Delete icon appears |
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Edit | "Edit" | Anywhere the Edit icon appears |
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File Preview | "Preview" and shows a preview of the file | Files tab, program's Files tab |
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Program Connection | “[Program Name], [Agency Name], [Enrollment Date], [Active or Expired enrollment status]” | Files tab, program's Files tab |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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The History Tab |
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Assessment | "Assessments" | History tab, and anywhere an assessment is found |
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Expense |
“Expense Date [Service Date], Expense amount [Expense $]” |
History tab, and anywhere an expense is found |
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Note |
“Note [formatted note text]” |
History tab, and anywhere notes are found |
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Program |
“Program" |
History tab, and anywhere a program is found |
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Program Connection |
“[Program Name], [Agency Name], [Enrollment Date], [Active or Expired enrollment status]” |
History tab, and anywhere a program connection is shown |
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Referral |
"Referral" |
History tab, and anywhere a referral is shown |
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Referral Connection - Enrollments |
“Referral by [Agency] on [Assessment Date]” |
History tab, and anywhere referral connections to enrollments are shown |
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Referral Connection - Assessments (Program Referral) |
Program Referral: “Program Referral, [Agency Name] referral to [Agency Name], [Referral Date], [Active or Expired referral status]” |
History tab |
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Referral Connection - Assessments (Community Queue Referral) |
Community Queue Referral: “Community Queue Referral, [Agency Name] referral to Community Queue, [Referral Date], [Active or Expired referral status]” |
History tab |
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Service |
"Service" |
History tab, and anywhere a service is shown |
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Tracked Characteristic |
“Characteristic - [list of applicable tracked characteristics].” |
History tab, and anywhere a tracked characteristic is found |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
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The Location Tab |
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Add | "Add" | Anywhere the Add icon appears |
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Current Location | "Current Location" | Location Tab |
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Delete | "Delete" | Anywhere the Delete icon appears |
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Edit | "Edit" | Anywhere the Edit icon appears |
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Field Interaction | N/A | Location tab |
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Note | "Note [formatted note text]" | Location tab |
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Privacy - Private | "Private" | Top right corner of the location on the Edit Client Location screen |
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Privacy - Public | "Public" | Top right corner of the location on the Edit Client Location screen |
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Status (HOUSED or SHELTERED) | "Client is marked [Status] on Outreach map since [Status date]" | Location tab |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
| Notes | |||
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Add | "Add" | Anywhere the Add icon appears |
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Delete | "Delete" | Anywhere the Delete icon appears |
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Edit | "Edit" | Anywhere the Edit icon appears |
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Note | "Note [formatted note text]" | Notes tab, program's Notes tab, Contact tab, History tab, Location tab |
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Privacy - Private | "Private, client data is not shared" | Top right corner of the Client Note on the Edit Note screen |
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Privacy - Public | "Public, client data is not shared" | Top right corner of the Client Note on the Edit Note screen |
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Icon |
Icon/Tooltip Name |
Tooltip |
Icon Location |
| Programs | |||
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Add | "Add" | Anywhere the Add icon appears |
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Assessment Score |
“[Processor Name]: [score]” repeat “[Processor Section Name]: [score]” for each section. |
Program's Assessments tab |
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Delete | "Delete" | Anywhere the Delete icon appears |
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Edit | "Edit" | Anywhere the Edit icon appears |
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File Preview | "Preview," also shows a preview of the file | Program's Files tab |
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Group Enrollment | "Group enrollment" | Program's information box |
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Individual Enrollment | "Individual enrollment" | Program's information box |
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Note | “Note [formatted note text]” | Program's Notes tab |
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Privacy - Private | "Private" | Top right of the screen when viewing program details |
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Privacy - Public | "Public" | Top right of the screen when viewing program details |
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Program Connection | “[Program Name], [Agency Name], [Enrollment Date], [Active or Expired enrollment status]” | Program's Assessments tab, program's Files tab |
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Referral Connection - Enrollments | “Referral by [Agency] on [Assessment Date]” | Programs tab |
Published: 11/17/2025