Program Restrictions (New Clarity Interface)

Overview

Users can view, add, edit, or delete restrictions if their Access Rights and their agency’s Notes Sharing Settings permit. The Restrictions tab is located in the client’s navigation menu.

This article includes the following sections:

• Existing Program Restriction Management

• Adding a Program Restriction

• Audit Log

Existing Program Restriction Management

Users can sort, filter, and search all restrictions for a client in the Program Restrictions tab.

By default, the program restriction table is sorted with the most recent program restriction Start Date at the top. Users can search by:

• Program Name
• Reason for Program Restrictions

Users can filter by:

• Program Name
• Reason for Program Restriction
• Active/Inactive

Sort options include:

• Program Name
• Reason for Program Restriction
• Start Date
• End Date

 Users can customize which columns are shown with a column selector. The following columns are displayed by default:

• Program Name(s) - display all programs
• Reason for Program Restriction
• Start Date
• End Date

Additional column options include:

• Agency Created
• User Created
• User Updated
• Notes

For more information about column selectors, please refer to the Client Record Overview article.

Editing a Program Restriction

Users with the appropriate access can edit existing restrictions by selecting a record on the Program Restrictions page, then clicking the Edit icon.

When editing a restriction, there is a lock icon in the top right corner that allows users to mark it Private. For more information about making a client record private, please refer to the Making Client Data Private article.

Users can edit any field or delete the restriction here, depending on their access rights.

Adding New Program Restrictions 

Users with the appropriate access can add new Program Restrictions from the Restrictions tab or from a program exit screen.

Adding from the Restrictions Tab

From the Program Restrictions page, users can add a new Program Restriction by clicking the Add icon.

Enter a Start Date (required) and an End Date (not required), select one or more Program(s) (required), select a Reason For Program Restriction (required), and type the desired text in the Note field (not required). 

Program restrictions are, by default, shared based on the agency’s Notes Sharing Settings. You may also turn on the Private toggle, which means the program restriction will only be visible to staff members at your agency, regardless of the agency’s sharing settings. For more information about marking items “Private,” please refer to the Making Client Data Private article.

Program selection is limited to programs available within the user’s agency.  

If you leave the End Date blank, the program restriction is considered indefinite and will remain effective until an end user edits it and adds an End Date. 

When an end user creates a program restriction without adding an end date and clicks Save, a warning appears that reads:

"You are about to create a permanent program restriction for this client. Are you sure you want to proceed?"

The user can click Cancel and update the End Date or click Confirm & Save.

If the user does not create an indefinite restriction, they can click Cancel to return to the Program Restrictions page or Save to save the restriction.

Adding from the Program Exit Screen

Users can initiate a program restriction directly from the program exit screen and view any previous restrictions for that program.

• There is a "Restrictions" chip-style notification in the program enrollment details section.
  • The notification is visible when there is one or more prior, future, or current restrictions for the current program.
  • When a user hovers over the chip, a tooltip displays the prior/future/current restrictions in a table format.
    • The table displays columns for the Program(s), Start date, and End date.
    • The table is sorted with the latest restriction start date at the top.
    • The user can expand each row to see the Reason and Notes.
  • When a user clicks on the Restrictions notification, the system takes the user to the Restrictions tab.
• There is an option in the action menu of the program exit screen, "Add Program Restriction."
  • The option to add a restriction from the program exit is tied to the Create Public Alerts, Client Notes, and Program Restrictions access right.
    • If toggled ON, the user is able to create the program restriction from the program exit or the Restrictions tab.
  • Clicking Add Program Restriction opens a screen for the user to enter restriction details.
  • When initiated from the exit screen, the user can select which enrollment household members to create restrictions for.  A different restriction is created for each household member.
  • The current program is selected by default but remains editable. If the user unchecks the current program, the program restriction will still be created.
  • After the restriction is Saved or Canceled, the system takes the user back to the exit screen they were on.

• Start Date, Program(s), and Reason are required fields when adding a restriction; End Date and Note are optional.
• When creating or editing a restriction, there is a lock icon in the top right corner that allows users to mark it "Private."
• Program selection is limited to programs available within the user’s agency.
• Attempting to save a restriction without an End Date triggers a warning, clearly communicating that an indefinite restriction is being created, and requiring confirmation to proceed or an opportunity to add an End Date before saving. Warning text: “You are about to create a permanent program restriction for this client. Please OK to continue, or Cancel to add an end date.”

Audit Log

System Administrators can access the audit log by editing the restriction, clicking the action menu icon, and selecting View Audit Log.

The audit log shows date/time, user, and action (created, edited, deleted).

 

Published: 01/20/2026