System Administration
Discover the structure and functionality of Clarity Human Services as well as step-by-step instructions for system configuration.
The Dashboard
Screens
- Introduction to Screens and Screen Types
- Creating and Editing Screens
- Screen Field Editor Overview
- Screen Field Editor: Display Constraints
- Custom Program Setup Screen Configuration
- Screen Field Editor: Calculations
- Pronouns
Fields and Field Editor
- Introduction to Fields
- Creating and Editing Fields
- Hidden Fields
- Introduction to Geolocation Fields
- Live Markers Overview
- Live Markers Glossary
- Fields, Screens, and Templates
Access Roles
- Creating and Editing Access Roles
- Access Role Seat Types
- Rights Glossary for Access Roles
- Audit Trails
Staff
System Settings
- System Setup: Settings
- System Settings: Enabled Automated Functions
- System Advanced Options
- System Advanced Options: Two-Factor Authentication (2FA)
- System Advanced Options: Assessment Processors
- System Advanced Options: Release of Information (ROI)
- System Advanced Options: File Categories
- 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 Advanced Options: Eligibility Preset Settings
- System Variables: Poverty Guidelines
- System Variables: Score Ranges
- System Variables: Service Taxonomy
- System Variables: Area Median Incomes (AMI)
- System Variables: Continuum of Care List
- System Variables: Encampment Categories
- Single Sign-On and User Provisioning
- Working with IP Whitelists
Sharing Settings
- Introduction to Sharing Client Data
- Sharing the Client Record
- Working with Sharing Groups
- Sharing Departments
- Agency Exceptions
- Agency Documents