Dashboard Library

Inventory Module - Unit/Bed Availability Dashboard - UCT Program Linked

Coming Soon - 04/22/2024

Purpose

The Inventory – Unit/Bed Availability Overview dashboard captures data pertaining to the current unit and bed statuses and availability for those utilizing the Clarity Human Services Inventory Module. This dashboard is designed for configurations where program data is connected to the units/beds through the Unit Configuration. If a community operates with a configuration that connects program data through either the building or the unit (rather than unit configuration) then throughout the dashboard, including dashboard filters, anywhere the “Inventory – Programs: Programs Served by the Unit Configuration: Program Name – Unit Configuration” field is utilized would need to be swapped out for the “Program Name – Building” or Program Name – Unit” fields respectively. The “Project Type Code – Unit Configuration” field would also need to be replaced by the corresponding Building and Unit project type fields as well.

Dashboard Filters

Screenshot 2024-03-21 at 1.14.55 PM

Unit Agency Status

  • Default: set to “Active” agencies
  • Limits the results to units/beds configured through currently active agencies.
  • It is applied to all Looks on the dashboard other than “Active Units/Beds in Inactive Agencies, Sites, or Buildings.”
  • This dashboard filter is linked to the “Unit Agency Name”, “Site Name,” “Building Name,” “Project Type,” and “Program Name” dashboard filters, so all of those filters will only list those entities if they are configured through active agencies when this filter is set to “Active” and vice versa when filtered for “Inactive.”

Unit Agency Name

  • This dashboard filter is applied to all Looks on the dashboard and allows results to be limited based on the agency through which units/beds are configured.
  • This filter is linked to the “Site Name,” “Building Name,” “Project Type,” and “Program Name” dashboard filters, so all of those filters will only list those entities if they are configured through the filtered for agencies.

Site Status

  • Default: set to “Active.” This is the only status that can be selected.
  • It is linked to the “Site Name” dashboard filter and its purpose is to limit the options of filterable site names to those that are active.
  • This filter is applied to all Looks on the dashboard other than “Active Units/Beds in Inactive Agencies, Sites, or Buildings.”

Site Name

  • This dashboard filter is applied to all Looks on the dashboard and limits results based on the site through which units/beds are configured.

Building Status

  • Default: set to “Active.” This is the only status that can be selected.
  • It is linked to the “Building Name” dashboard filter and its purpose is to limit the options of filterable building names to those that are active.
  • This filter is applied to all Looks on the dashboard other than “Active Units/Beds in Inactive Agencies, Sites, or Buildings.”

Building Name

  • This dashboard filter is applied to all Looks on the dashboard and limits results based on the building within which units/beds are configured.

Project Type

  • This dashboard filter is applied to all Looks on the dashboard and limits results based on the project type linked to units/beds through the unit configuration.
  • This filter is linked to the “Building Name” and “Program Name” filters, so filterable options for those filters will be limited based on the selected project type.

Program Name

  • This dashboard filter is applied to all Looks on the dashboard and limits results based on the project linked to units/beds through the unit configuration.

Unit Configuration Household Type

  • This dashboard filter is applied to all Looks on the dashboard and limits results based on the unit configuration household type.

Beds Enabled (Yes/No)

  • Default: is “Yes” or “No.” Looks with filters applied will include all units/beds without additional filtering.
  • This dashboard filter is only applied to the “Active Unit and Bed Count,” “Sites with Unoccupied Units/Beds,“ “Unoccupied Units & Beds by Building/Site,” and the four “Detailed Unit/Bed Overview” Looks at the bottom of the dashboard.
  • This filter allows the results of those Looks to be limited to units with beds enabled or without beds enabled. 

Content

The following Looks comprise the “Inventory – Unit/Bed Availability Overview – UTC Program Linked” LookML dashboard. The overview below is broken down by dashboard summary and includes a summary of the Looks’ content. For more information on how the Look is configured, what fields are used, or custom fields, please review the Look by selecting ‘Explore from Here’ within the ellipses in the upper right corner.

Active, Unoccupied Units/Beds

This section of the dashboard gives an overview of all the units and beds that are currently unoccupied. The dashboard analyzes units without beds and beds separately, as they utilize the same fields for status, availability, and occupancy. Therefore, if a unit does have “beds enabled,” that unit does not have a status, availability, or occupancy as those classifications are applied to the beds within the unit.

Active Unit and Bed Count

This Look counts unoccupied units w/o beds as a percentage of total units w/o beds and unoccupied beds as a percentage of total beds.

Sites with Unoccupied Units/Beds

This Look maps out the location of all the unoccupied units and beds. The identified locations include data around the site, building, unit agency, program, project type, and household configuration associated with the unit/bed. If there are multiple unoccupied units/beds at the same location, that is reflected in the “Unoccupied Unit Count” and the “Unoccupied Bed Count,” respectively.

Unoccupied Units & Beds by Building/Site

This Look breaks down unoccupied units and beds by the agency through which they were configured, their site, and their building.

Unoccupied Units and Bed by Program/Project Type

This Look breaks down unoccupied units and beds by the programmatic agency to which they are linked, their program, and their project type.

Unit Status Overview: Units w/o Beds

This section of the dashboard focuses on the online status of units without beds. The “Beds Enabled (Yes/No)” dashboard filter is not applied to this section of the dashboard.

Unit Status

This Look captures the currently active, offline, and inactive units as a percentage of total units without beds.

Offline Units by Offline Reason

This Look breaks down the currently offline units by their offline reason.

Active Units that Utilize Bed Functionality

This Look breaks down the percentage of all units that utilize bed functionality.

Unit Availability Overview: Units w/o Beds

This dashboard section focuses on the availability of active units without beds. The “Beds Enabled (Yes/No)” dashboard filter is not applied to this section of the dashboard.

Active Unit Availability

Out of all currently active units without beds, this Look breaks down the count and percentage of occupied and unoccupied units.

Active Units by Availability

Similar to the previous Look, this Look covers the percentage of occupied versus unoccupied active units in a pie chart.

Unoccupied Units by Unit Configuration Household Type

This Look breaks down unoccupied units by their unit configuration household type.

Bed Status Overview

This section of the dashboard focuses on the online status of beds. This section of the dashboard will be blank if beds are not enabled and/or if the filtered specs do not return results. The “Beds Enabled (Yes/No)” dashboard filter is not applied to this section of the dashboard.

Bed Status

This Look captures the currently active, offline, and inactive beds as a percentage of total beds.

Offline Beds by Offline Reason

This Look breaks down the currently offline beds by their offline reason.

Bed Availability Overview

This section of the dashboard focuses on the availability of active beds. This section of the dashboard will be blank if beds are not enabled and/or if the filtered specs do not return results. The “Beds Enabled (Yes/No)” dashboard filter is not applied to this section of the dashboard.

Active Bed Availability

Out of all currently active beds, this Look breaks down the count and percentage of beds that are occupied and unoccupied.

Active Beds by Availability

Similar to the previous Look, this Look covers the percentage of occupied versus unoccupied active beds in a pie chart.

Unoccupied Beds by Unit Configuration Household Type

This Look breaks down unoccupied beds by their unit configuration household type.

Unoccupied Beds by Bed Population Type

This Look breaks down unoccupied beds by their bed population type.

Detailed Unit/Bed Overview

This section of the dashboard provides a detailed list of units and beds by status.

Unoccupied Units/Beds in Active Units

A list of active, unoccupied units/beds with their current unit configuration.

Currently Offline Units/Beds

A list of currently offline units/beds with their current unit configuration, offline reason, and offline description.

Currently Inactive Units/Beds

A list of currently inactive units/beds with their current unit configuration.

Active Units/Beds in Inactive Agencies, Sites, or Buildings

A list of active units/beds in inactive agencies, sites, or buildings. The "Unit Agency Status", "Site Status", and "Building Status" dashboard filters are not applied to this Look.