Location Tab Overview (New Clarity Interface)

Table of Contents

• Video Resources

• Overview

• Existing Location Records

  • Table Columns
  • Search and Filter Options

• Outreach in the Location Tab

• Map Layers
  

• Housed and Sheltered Icons in the Location Tab

• Adding Client Locations from the Location Tab

  • Field Locations
  • Add Address
  • Address Search: Encampments

• Editing and Deleting Locations from the Location Tab

  • Editing a Location
  • Deleting a Location

• Location Photos

• Mobile Responsiveness

• Audit Log

• Icons & Tooltips
  

Video Resources:

Click play for a brief overview:

Overview

The Location tab allows you to record and view client geographic location information with a Location Type of “Field Interaction” or “Address.”  

Existing Location Records

The system will display previously recorded location information in the location results and on the map. These results include Address, Date, Type, and indicator icons with additional details. Location records are sorted by Date.

The system will display a Note icon for any record that has a note associated with it. Hovering over the icon displays the text of the note.

A Star icon indicates the client’s current location.

An Encampment icon indicates that the location is in an encampment. Clicking the icon directs the user to the encampment location on the Outreach page map. 

Additional indicator icons (Note, Linked Program, and Inactive icons) are also displayed in the rightmost column of the table, consistent with other tables in the New Clarity Interface.

Table Columns

The Location table's Column Selector includes the following columns:

• Status: Displays Active for active location records and Inactive for inactive location records.

Search and Filter Options

The client Location tab has advanced search and filter options. 

Search Options

You can search the location records by Address, Name, and Type.

Filter Options

You can filter location records by Type (Address, Field Interaction, Field Geolocation, or Service Geolocation) as well as by Status (Active, Inactive, or All). If there is a location related to an encampment for the client, Encampment will also be available as a filter for Status.

The types of locations that appear in the Location tab depend on whether Outreach is enabled in the system. If Outreach is not enabled, only locations with a Type of Address or Field Interaction will be listed. 

Outreach in the Location Tab

A location will display Individual if the client location is in Outreach as an individual location or the encampment name if the location is within an encampment. Hovering over Individual or the encampment name provides additional information.

Clicking Individual or an encampment name navigates you to the Outreach module, where you can view the client’s profile info and, if applicable, encampment information.

If a client is enrolled in overlapping Encampments, all of the overlapping Encampments will be listed.

Map Layers

The map layers panel on the Location tab lists Continuum of Care (CoC) as well as all encampment categories available within the agency.

• By default, all map layers are hidden when the page loads.
• In the layers panel, the eye icon in the Show column toggles visibility for each category.
• A hidden layer shows the eye icon with a diagonal line through it.
• A visible layer shows the eye icon without the diagonal line.

Hovering over a Location row in the table will highlight that location's marker on the map.

Housed and Sheltered Icons in the Location Tab 

Icons with tooltips associated with the Housed and Sheltered functionality are also used within the Location tab. Hovering over the icons will provide more information.

A Sheltered icon indicates the client is currently marked sheltered on the Outreach map.

A Housed icon indicates the client is currently marked housed on the Outreach map.

Adding Client Locations from the Location Tab

You can add Address and Field Interaction location records from the  Location tab (for information on adding location data through services or fields, see Entering Client Location Data for Geolocation Fields and Entering Data for Geolocation-Enabled Service Item).

Field Interactions

Field Interactions provide a quick way to record location data based on device location. To record this type of location, click the Add icon and then select Add Field Interaction.

After you click Add Field Interaction, the system will navigate you to the Add Client Location side-sheet, where you can enter the client’s location information. 

Add Address

To add an Address location, click the Add icon and then select Add Address.

Address locations include additional information fields:

• Address Type: the drop-down menu options are populated from the “address_types” field, managed in Field Editor. 

• Name: a user-selected identifying name for the location.
• Address: click anywhere in the Address line to show a map
• Address (line 2): optional field for secondary address information.
• Location Date: a user-selected date for the location.
• Active Location: Indicates an active location for the client. Turn this setting OFF to remove the locations from the Active view.

• Note: Free text field to include location notes.

 

Privacy

Privacy is set by clicking on the Lock icon at the top right corner of the pop-up. When a user clicks the lock icon to enable privacy, there is a confirmation that says:

 

Address Search: Encampments

The system indicates when a location is added as an encampment rather than a plain address on both field interactions and addresses.

• When you search for a location by encampment name, results are formatted as "Encampment: [Encampment Name] (actual street address)."
• After you select an encampment from the search results, the encampment name appears in the address field before the street address.
• If you search for an address that exactly matches an existing encampment's address, encampment results for that address appear alongside or above plain address results.

Editing and Deleting Locations from the Location Tab

Address and Field Interaction location records can be managed by clicking on the location and clicking the edit icon. 

Editing Location Records

Clicking an editable location row in the Location table opens a side-sheet titled Edit Client Location.

The top-right corner of the side-sheet includes:

• The Edit (pencil) icon.
• The Action Menu (kebab) icon, which contains two options: View Audit Log and Delete.
  • Only those Admin users with Audit Log access rights will see the  View Audit Log option. 
  • Only those users with Delete access rights will see the Delete option.
    • If the user does not have Audit Log or Delete access rights, the Action Menu icon will not appear.

The side-sheet displays the following fields:

• Encampment (read-only): Shows the associated encampment name. If the Field Interaction is not tied to an encampment, this field shows Individual.
• Address (editable): Shows Address Line 1, with the street address on the line below the label. If an Address Line 2 is present, it is embedded inline with the rest of the address (for example, "205 Bushwick Ave, Apt 5, Brooklyn, NY, 11206-2241") rather than shown as a separate field. If there is no Address Line 2, the field is not shown.
• A mini map below the address, showing a location icon on the address and focused on the listed address.
• Location Date (editable).
• Staff (read-only): Shows the staff name with an ⓘ (Information) icon. Hovering over the icon displays the tooltip: "This entry added by [User First Last Name] from primary agency [User's primary agency]."
• Created by Agency (read-only).
• Last Updated (read-only).
• Hide from Customer Portal toggle (editable).

Deleting Location Records

Users with Delete access rights can choose the Delete option from the Action Menu. Clicking Delete from the side-sheet's Action Menu triggers one of two outcomes, depending on whether the record is tied to an active encampment program enrollment:

• If the Field Interaction is tied to an active encampment program enrollment: A warning banner appears with the message: "Deleting this location record may result in data quality issues as there is an existing Encampment program enrollment related to this Encampment location."
• If the Field Interaction is not tied to an active encampment program enrollment: The standard delete confirmation dialog appears:
• Title: Delete Record
• Body: "Are you sure you want to delete this record?"
• Delete button (bottom right, red, with a trash can icon) confirms the deletion.
• Cancel button (bottom left, purple, with an X icon) cancels the action.

Location Photos

Users can view, add, and manage location photos in the new Clarity interface.

Click through for a hands-on experience:

Viewing Location Photos

Existing photos for a location are indicated by a camera icon to the right on a location row.

Users can click on the location to view more details, edit, or delete the location photo. Users can also add location photos from the edit page.

Adding a Location Photo

Users can click on an existing location to add location photos or add photos when adding a new location. 

Additional details:

• A maximum of 3 photos can be uploaded per location.
  • Once a user adds all 3 available photos, the "Add a Photo link" is no longer visible.
• The total file size for each photo must not exceed 25MB.
• Allowed file types are: PNG, GIF, JPG, JPEG, TIFF, HEIC
• An error message displays if the file exceeds the size limit.

Mobile Responsiveness

The Location tab is fully mobile responsive:

• The Location table follows the standard mobile table pattern, including column priority, card layout, progressive disclosure, and a bottom sheet for filtering and sorting.
• The Field Interaction and Location Address side-sheets are fully usable at mobile viewport widths, with a close X icon available to collapse the sheet.
• The map and map layers panel are accessible and operable on mobile.
• Address search (including Encampment-Aware Address Search) and all add/edit flows are fully functional on mobile.

Audit Log

The "View Audit Log" option in both the main Location tab audit log and the individual location record audit log can be clicked by a system administrator with audit log access rights.

When a Clarity user or Customer  Portal client user uploads or edits  a photo to a location, there is an entry in both the main Location tab audit log and the individual location record audit log. 

In addition to the location photo values, the audit log entry shows:

• From Values
• To Values
• Changed by: 
  • Name of Clarity user or Name of Customer Portal client user
  • An indication if the photo was uploaded via the Customer Portal (client user), via Clarity 2.0 (the current interface user), or Clarity 3.0 (the new interface user).
• Date:  the date, time, and elapsed time. 

Icons & Tooltips

 

Updated: 08/13/2026