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Location Tab Overview (New Clarity Interface)

This article explains how to use the Location tab in the client record to record and view client geographic location information.

Features in this article will be released as part of the August 2025 Feature Updates and will be live for training sites on Monday, July 28, 2025, and live for production sites on Monday, August 11, 2025.

This article is for the new Clarity interface. For the current interface article, please click this link. Screenshots and description will be updated as features are released.

Overview

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

Note: To appear in the client record, the LOCATION tab must be included in the agency’s Navigation Profile and enabled in the user’s Access Role. 

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

The system will display an 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.

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. 

Note:  Geolocation fields and geolocation-enabled service items will only appear in the client LOCATION tab if:

  • Outreach is enabled for the instance.
AND

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.

Note: When Restrict User Visibility by CoC is ON for a CoC, only users logged in under that CoC’s agencies can see the CoC’s encampments in the  Encampment drop-down menu or the Outreach column.

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.

Notes: 

  • Mobile devices using GPS technology provide the most accurate location information
  • When using this feature for the first time, you will be prompted to allow location access from your browser.

After you click Add Field Interaction, the system will navigate you to the Add Client Location pop-up, 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. 

Note: The Address Type picklist contains a “Client Supplied” option that is grayed out. This option is associated with Customer Portal functionality and cannot be selected within Clarity Human Services.

  • Name: a user-selected identifying name for the location.
  • Address: click anywhere in the Address line to show a map
  • Address (line 2)
  • Location Date: a user-selected date for the location.
  • Active Location: turn this setting OFF to remove the locations from the Active view.
  • Note

 

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:

The Privacy icon and functionality is only available for added addresses.

Editing Locations from the Location Tab

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

Note:  Field Geolocation and Service Geolocation records can be deleted or edited on the page in which they were added (enrollment, assessment, service item, etc.), but not from within the LOCATION tab.

    Published: 07/21/2025