Location Tab Overview (New Clarity Interface)

Overview

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

This article contains the following sections:

• Existing Location Records

• Outreach in the Location Tab

• Housed and Sheltered Icons in the Location Tab

• Adding Client Locations from the Location Tab

• Editing Locations from the Location Tab

• Location Photos

• Icons & Tooltips

Existing Location Records

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. 

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.

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 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. 

• 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:

 

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. 

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.

Audit Log

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:

• 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 for the photo. 

Icons & Tooltips

 

Updated: 02/10/2026