This section discusses how to create new screens.
Pre-Configured Standard Screens are available to System Administrators. These are screens common to most agencies/programs are pre-configured and located at the top of the Screens section. These pre-made core screens spare System Administrators the time it takes to create such screens themselves.
These screens are non-editable, which makes them easy to copy when creating customized screens, also allowing for screen updates to be applied to all systems in a streamlined manner.
To create a new screen, go to the Screens tab and find the appropriate Screen Category (i.e. Profile Screens, Program Enrollment Screens, etc).
Selecting the Add Screen option will take you to the Screen Editor, where you can begin creating your screen. Start by entering your Screen Name and Screen Type (e.g. Program Enrollment Screen).
You can also click the dropdown box next to Agency to select the agency for which you are creating the screen. Note that selecting the Agency drop-down box is especially useful for the Profile or Assessment screens.
You can also manage the status of the new screen by entering Active or Inactive in the dropdown box next to Status.
- Active will make the screen available in the system once you are finished creating it.
- Inactive will allow you to save your screen without making it available to users.
Once all fields are complete, select Add Record to continue editing the screen. Note that all fields have to be completed before you can continue.
Adding Spaces and Labels
Once you select Add Record two links will appear below: Add Space and Add Label.
- Selecting Add Label will create headers used to categorize the various data fields you will create.
- Selecting Add Space will separate each data category you define when creating labels.
Note: Labels and spaces are fully dependent upon the display constraints.
Structuring Your New Screen
Clarity offers 4 ways to create and customize your screens:
- Add Labels
- Add Data Fields
- Add Spaces
- Copy Screens
Adding Labels – Creating Data Field Categories
It is recommended to create your Labels first to make for easier organization and creation of the data fields.
To create a Label, select Add Label. A window will appear, prompting you to enter a title. This will be the title of a group of common data fields. Once you enter your Label title, select Save.
- You can edit your Label at any time by selecting the Edit icon located to the the left of the border.
- You can delete a Label by selecting the trashcan icon also located to the left of the border.
Adding Data Fields
Once you have created all necessary Labels, you can begin to add data fields. There are several methods to add data fields:
If you already know your desired field, enter it into the Field Library search box located in the right toolbar. Select the Add link next to the desired field to add it to your screen.
Enter a keyword (e.g. Household) into the Field Library search box. Your keyword should encompass the type of data field you want to add. After selecting the blue Search button, a list of related fields will appear below the search box.
Select the Add link next to the desired field to add it to your screen.
The user also has the ability to create a custom data field as needed. To learn more about this, please refer to the Working With Data Fields page.
Notice that the categories and data fields are not separated into a format that is easy to read. This can be remedied by adding Spaces.
Selecting Add Space will create a line where you can separate two categories or groups of like data fields. When you click Add Space a blank space will appear at the bottom of your screen. You can then click and drag the space to its desired location.
To learn more about data fields, visit the Working with Data Fields page.
All screens listed with the System label are created in accordance with the HMIS Data Standards for Federally Funded Programs, and all HUD reports are linked to the data fields that appear on the SYSTEM Screens.
If you want to create a screen that is similar to an existing screen, you can use the Copy function. This will allow you to make a copy of the existing screen. You can then rename the new copied screen, and add/delete/modify its structure and data fields. You’ll notice the Copy icon at the right side of the center screen, as indicated by the red arrow.
When copying and modifying a screen identified as SYSTEM, please check with our Help Team before you delete any of the data fields. To avoid incomplete data for annual reporting, it is permitted to copy a System Screen and add implementation-specific data fields, but it is not advisable to remove any of the data fields from the screens when they are going to be used by Federally funded programs.
Once you select the Copy icon, the copied screen will appear in the list of screens. You can then select Edit icon to the left of the copied screen and begin making necessary modifications.
Once you have finished creating your screen, select the Publish link at the top right corner of the center screen. This feature allows you to work on your screen without publishing until it is complete.