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Clarity Human Services: INVENTORY
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Coordinated Entry
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- Accessing Clarity Human Services
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Agency Management
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Report Library
- Introduction
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System Status
Privacy and Sharing Logic for Reports
This article describes the privacy and sharing restrictions in place for client program data for the reports in our Report Library.
Admin Reports
There are no privacy or sharing restrictions for the admin version of any reports.
If a user’s Access Role or Agency is granted access to an admin report under SETUP > SETTINGS > Advanced Options > Report Library, the user will inherit access to that report.
Non-Admin Reports
For reports that are not listed in the Administrator Reports section of the Report Library, the privacy and sharing restrictions are as follows:
Report Parameters
The options listed in the Program(s) parameter will depend on the options selected for the Switch Access Agency(ies) parameter. The Program(s) options will be those associated with the selected agencies that are “shared” to the user according to the configured sharing settings, including departmental sharing and agency exceptions.
Report Details
A client’s enrollment (and its associated data, such as services provided within the enrollment) will be included in the report if:
- The enrollment falls within the report date range selected by the user.
AND
- The user has permission to see the program enrollment in Clarity according to the following logic:
- The appropriate permissions are enabled for the user’s Access Role, such as the History and Programs access rights.
- For System Administrators, all client data is shared regardless of privacy or sharing settings.
- The Client Privacy setting is not set to “Private.”
- The Make Program Private setting for the program enrollment is not enabled.
- The program enrollment is “shared” to the user according to the configured sharing settings, including departmental sharing and agency exceptions.
Published: 02/20/2024