The Location & Outreach settings include some fields that are available to all instances and other fields that are available only to instances with Outreach enabled.
Instances with Outreach enabled display “Subscribed” for Outreach in Subscription Details in the System Setup Dashboard. If not enabled, the setting displays “Contact Us.” Please contact our support team if you do not currently have Outreach enabled for Clarity Human Services and are interested in this feature.
To configure Location & Outreach settings, navigate to Launchpad > SETUP > SETTINGS, then click on Location & Outreach in the Advanced Options sidebar.
Within LOCATION & OUTREACH, you can designate distinct settings for each CoC. If a CoC does not have its own settings, the system applies the “Default” settings. To edit existing settings, click the Edit icon next to the associated CoC or “Default” settings, or create new settings by clicking ADD NEW SETTINGS.
Note: Changes in LOCATION & OUTREACH are not active until you publish them. To publish changes, click Publish next to the appropriate CoC.
There are four initial Location & Outreach settings: CoC, Encampment Screen, Limit Geographic Area Address Suggestions, and Automated Notification When Housed.
CoC
Select the CoC for which you would like to establish settings. The CoCs that populate here are the CoCs set in System Variables.
Encampment Screens
Encampment screens allow system administrators to customize the information recorded and displayed in the Encampment Profile. The System Encampment Screen, “Default Encampment Screen,” includes the Name, Description, Encampment Status Date, and Encampment Start Date fields. These fields are also automatically included in all custom encampment screens, and system administrators cannot remove them.
If desired, you can include Display Constraints and Calculations on your Encampment screens (SETUP > SCREENS > Encampment). In the example shown below, we have configured the Encampment screen to display the How many youth are residing in the encampment field only when the response to the Are there youth residing in the encampment field equals “Yes.”
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Limit Geographic Area Address Suggestions
To limit the suggested locations that appear as a staff member types in a location search term, turn on Limit Geographic Area Address Suggestions for a CoC. After toggling on Limit Geographic Area Address Suggestion, system administrators can limit suggestions to locations within the state or within a certain radius.
- The “State” option limits search results to the state of the staff member’s agency (or the agency switched into).
- The “Radius in Miles” option limits search results based on the user’s browser GPS location. If the browser’s “location permissions” function is not enabled, the “Radius in Miles” results are based on the address of the user’s assigned agency or the agency the user is switched into.
Individual users can turn off Limit Geographic Area Address Suggestions on the ADD LOCATION pop-up if desired.
If Limit Geographic Area Address Suggestions is turned off, the search results will be sorted based on the user’s agency address (or the agency the user is switched into).
Automated Notification When Housed
The Automated Notification When Housed or Sheltered setting is used to create notifications and labels for identifying clients who are Housed or Deceased.
To turn on the function, navigate to SETUP > SETTINGS, click Location & Outreach in the Advanced Option sidebar, select a Continuum of Care to edit, then toggle on Automated Notifications When Housed or Sheltered.
When are the labels applied?
|
Label |
Action |
Applicable Project Type |
Date When Label is Applied |
|
SHELTERED |
The client is enrolled into a Transitional Housing or Safe Haven Program | 2, 8 | Enrollment Date |
|
SHELTERED |
The client is enrolled into an Emergency Shelter Program with “Entry/Exit” tracking | 1 | Enrollment Date |
|
SHELTERED |
The client is enrolled into an Emergency Shelter Program with “Night-by-Night” tracking | 1 | Bed Night Housing Service Date |
|
SHELTERED |
The client exits to a sheltered destination (the value for “exit_destination” = 1, 18, 15, 6, 7, 25, 4, 5, 29, 14, 2, 13, 12, or 27) |
All project types | Exit Date |
|
HOUSED |
A Housing Move-In Date is entered on the Enrollment Screen for any Permanent Housing Project Type | 3, 9, 10, 13 | Enrollment Date
(Note: The system will continue to display the label after the client exits the program unless superseded by the aforementioned logic.) |
|
HOUSED |
The client exits to a permanent destination (the value for "exit_destination" = 26, 11, 21, 10, 19, 28, 20, 3, 22, 23, 31, 33, or 34) |
All project types | Exit Date |
|
DECEASED |
Client is indicated as deceased on Exit Screen ("exit_destination" = 24) | All project types | Exit Date |
When are the labels removed?
| Label | The label is removed when: |
| HOUSED/ SHELTERED |
|
| DECEASED | The client has future program enrollments. |
Additional Logic for Applying/Removing Labels:
- If a client with a HOUSED label has an enrollment that starts in a Night-by-Night Emergency Shelter but does not have any bed nights, the HOUSED label will be removed and will not be replaced with a SHELTERED label until there’s a bed night.
- If a client with a HOUSED label enrolls in a Permanent Housing program (project type = 3, 9, 10,13) with no Housing Move-in Date entered, the system removes the label since the client must have been homeless to enroll in the program. When and if a Housing Move-in Date is entered, the system resumes displaying the HOUSING label.
- A user’s ability to see the labels will depend on sharing settings.
- If a client who is “Sheltered” according to bed night services exits the program before the bed night services End Date, the exit_destination value determines if the client gets a HOUSED, SHELTERED, or DECEASED label (or no label).
Other Household Members
The system automatically labels other household members as HOUSED if the Head of Household (HoH) has a Housing Move-In Date on the Enrollment screen. This logic only applies to household members in situations with a Housing Move-In Date and does not apply where the HoH has an exit to a permanent destination.
Note: Unless the Head of Household is considered HOUSED with a Housing Move-In Date on the Enrollment screen, the system will not automatically apply labels to the rest of the household. Information will need to be collected for clients individually for them to be labeled as HOUSED/SHELTERED/DECEASED within Outreach.
Additional Location & Outreach Settings
Refer to the following articles for configuring the rest of the Location & Outreach settings:
- Configuring Location Filters
- Configuring Map Layers
- Outreach: Encampment Updates/Notifications
- Outreach: Encampment Teams
