Clarity Human Services Help Center
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System Administration
News and Announcements
Bitfocus Community
Clarity Human Services Feature Updates
Clarity Human Services Patch Releases
New and Recently Updated Help Center Content
Clarity Human Services: INVENTORY
Introduction to INVENTORY
Configuring INVENTORY
Using INVENTORY
Clarity Human Services: Outreach
Introduction to Outreach
Configuring Outreach
Using Outreach
Coordinated Entry
Coordinated Entry Resources
Getting Started
Accessing Clarity Human Services
Client Records and Households
Program Enrollments
Managing Client Data in Screens
Services
Entering Client Location Data
Files, Notes, and Contacts
Charts and Goals
The Attendance Module
Working with the Referrals Tab and Community Queues
Recording and Managing Referrals in the Client Record
System Administration
The Dashboard
System Settings
Screens
Fields and Field Editor
Access Roles
Staff
Configuring Referrals and Community Queues
Templates
Sharing Settings
Merging Records
AB 977 Resources
Agency Management
Agencies
Programs
Sites
Services
Assessments
Funding
HUD and Federal Partner Resources
HUD and Federal Partner Setup and Workflows
Report Library
Introduction
Administrator Reports
Agency Management Reports
Assessment-Based Reports
Client Reports
Community and Referrals
Data Quality Reports
Housing Reports
HUD and Federal Partner Reports
Profile Screen Reports
Program-Based Reports
Service-Based Reports
Pentaho Release Notes
Data Analysis
Data Analysis Learning Resources
Data Models
Dashboard Library
Looker Field Spotlight
Sample Looks
System Performance Measures
Release Notes
Data Integration and Migration
Importing Data
Exporting Data
2022 Data Standards
2022 Data Standards
COVID-19 Resources
Articles and Events
Submit a Request
Feedback and Requests
System Status
Back to home
Clarity Human Services Help Center
System Administration
News and Announcements
Bitfocus Community
Clarity Human Services Feature Updates
Clarity Human Services Patch Releases
New and Recently Updated Help Center Content
Clarity Human Services: INVENTORY
Introduction to INVENTORY
Configuring INVENTORY
Using INVENTORY
Clarity Human Services: Outreach
Introduction to Outreach
Configuring Outreach
Using Outreach
Coordinated Entry
Coordinated Entry Resources
Getting Started
Accessing Clarity Human Services
Client Records and Households
Program Enrollments
Managing Client Data in Screens
Services
Entering Client Location Data
Files, Notes, and Contacts
Charts and Goals
The Attendance Module
Working with the Referrals Tab and Community Queues
Recording and Managing Referrals in the Client Record
System Administration
The Dashboard
System Settings
Screens
Fields and Field Editor
Access Roles
Staff
Configuring Referrals and Community Queues
Templates
Sharing Settings
Merging Records
AB 977 Resources
Agency Management
Agencies
Programs
Sites
Services
Assessments
Funding
HUD and Federal Partner Resources
HUD and Federal Partner Setup and Workflows
Report Library
Introduction
Administrator Reports
Agency Management Reports
Assessment-Based Reports
Client Reports
Community and Referrals
Data Quality Reports
Housing Reports
HUD and Federal Partner Reports
Profile Screen Reports
Program-Based Reports
Service-Based Reports
Pentaho Release Notes
Data Analysis
Data Analysis Learning Resources
Data Models
Dashboard Library
Looker Field Spotlight
Sample Looks
System Performance Measures
Release Notes
Data Integration and Migration
Importing Data
Exporting Data
2022 Data Standards
2022 Data Standards
COVID-19 Resources
Articles and Events
Submit a Request
Feedback and Requests
System Status
System Administration
Discover the structure and functionality of Clarity Human Services as well as step-by-step instructions for system configuration.
The Dashboard
Dashboard: Subscription Details
The System Setup Dashboard
System Settings
Single Sign-On and User Provisioning
System Advanced Options
System Variables: Score Ranges
System Variables: Poverty Guidelines
System Setup: Settings
System Variables: Continuum of Care List
System Advanced Options: Two-Factor Authentication (2FA)
System Advanced Options: Assessment Processors
System Advanced Options: Release of Information (ROI)
System Advanced Options: File Categories
Working with IP Whitelists
System Variables: Service Taxonomy
System Variables: Area Median Incomes (AMI)
System Advanced Options: Navigation Profiles
System Advanced Options: Client Forms
System Advanced Options: Report Library
System Advanced Options: Report Queue
System Advanced Options: System Labels
System Advanced Options: User Policy Enforcement
System Settings: Enabled Automated Functions
System Advanced Options: Eligibility Preset Settings
See more
Screens
Pronouns
Screen Field Editor: Calculations
Introduction to Screens and Screen Types
Creating and Editing Screens
Screen Field Editor Overview
Screen Field Editor: Display Constraints
Custom Program Setup Screen Configuration
See more
Fields and Field Editor
Fields, Screens, and Templates
Introduction to Fields
Creating and Editing Fields
Hidden Fields
Introduction to Geolocation Fields
Live Markers Overview
Live Markers Glossary
See more
Access Roles
Audit Trails
Creating and Editing Access Roles
Access Role Seat Types
Rights Glossary for Access Roles
Staff
Additional Agency Access
Staff Member Administration
System Notifications
Configuring Referrals and Community Queues
Community Queue Checklist
Referral Settings: Overview
Referral Settings: Community Queue
Referral Settings: Multiple Community Queues
Referral Settings: Tracked Characteristics
Referral Settings: Dashboards
See more
Templates
Program Templates
Goal Templates
Assessments Templates (Measures)
Sharing Group Templates
Sharing Settings
Introduction to Sharing Client Data
Sharing the Client Record
Working with Sharing Groups
Sharing Departments
Agency Exceptions
Agency Documents
See more
Merging Records
The Client Merge Tool
The Program Merge and Program Move Tools
AB 977 Resources
California AB 977 Support Materials
AB 977 HMIS Project Setup Checklist
AB 977 Program and Funding Worksheet
AB 977 Dashboard Guide