The following sections are the initial group of settings for the system.
|System Name||Indicates the implementation name of the system setup.|
|System URL||Is the Internet address for the system/implementation.|
|System Internal IP||Indicates the internal server the system/implementation is working on.|
|Time Zone||Set the time zone for the system/implementation that is appropriate to work in, e.g. EST, CST, MST and PST etc.|
|Maintenance Mode||When this is turned On only System Administrators will be able to log into the system.|
|Internal Network||Is the local IP address for the system/implementation.|
|Administrative System Server URL||This is the location of the server that sends updates to all instances of Clarity.|
|Administrative System Server Username||Indicates the Server’s designated name the system/implementation is working on.|
|Administrative System Server Password||Is the designated password set by Clarity and is not visible to system admins.|
|Automated Password Reset||This checkbox controls whether or not the system users are prompted to reset their password at regular time intervals.|
|Automated Password Reset Token Lifetime||This field allows the admin to control the number of minutes before the reset token expires.|
|Enable Import Email Notifications||Click this checkbox to enable emails being sent to users updating them on data import activity.|
|Session Idle Limit||Setting the Session Idle Limit will log a user out of Clarity after they have been idle in the system for the set time limit.|
|Session Idle Limit Warning (minutes left)||Setting the Idle Limit Warning will prompt the end user with a warning at the time set when they have met the Idle time requirements.|
|Maximum Password Attempts||After exceeding the Maximum Password limit with a bad password the user will be locked out of the system.|
|Lockout Time||The Lockout Time determines how long the client will be banned from the system. Once the Lockout Time is met the user's account will be set back to active.|
|Session Limit||Single Session will limit the user to one login. Multiple Sessions will allow a user to log into the system with their account multiple times.|
|Authentication Policy||Setting the Authentication Policy determines the type of security used to authenticate user access to the system. Selections available are: Basic Authentication, IP Whitelist, and Public Key Infrastructure (PKI).|
|Disable Inactive Users||Select Off, or choose between the time period options available to deactivate an end user’s account if they do not log into the system. The account will need to be reactivated by the systems admin in order for the user to log in.|
|Disable Inactive Warning||This setting determines the amount of time before the user account inactivation that the user will be presented with a notification that their user account will be deactivated.|
|Force Password Change||Setting this will require the end user to change their password after a set number of days. Select Off, or choose between 30 and 360 days.|
|Force Password Change Reminder||This setting determines the amount of time before the password expiration date that the user will be presented with a reminder to change their password.|
|Coordinated Entry Type||This setting determines whether or not Coordinated Entry type is based on an entire CoC or Sharing Groups of agencies within a CoC.|
|Login Page Notification||Allows for a message to be added to the login screen.|
|Search Page Notification||Allows for a message to be added to the search page.|
Advanced Options (Sidebar)
The following table lists the Advanced Options sections available for configuration.
|Two-Factor Authentication||This is where you configure the behavior of the two-factor authentication login functionality.|
|Assessment Processors||This area allows you to create customizable Assessment Processors to score custom Assessments.|
|Data Analysis||This section enables you to manage the Data Analysis tab under Reports and refresh the Data Analysis tool.|
|Referral Settings||This area allows you to enable referrals and the Community Queue setup.|
|Release of Information||This area allows you to access Release of Information setup.|
|File Categories||File Categories allows users to create new categories and add or remove file types.|
|Global IP Whitelist||This is where user IP addresses are added to the system when Authorization is set to IP Whitelist.|
|Clear Cache||This button clears the cache for the screens in the system.|
|System Variables||Allows the setting of poverty guidelines, scoring ranges, median income etc. for the system/implementation.|
|Navigational Profiles||This allows the creation and editing of Navigation Profiles.|
|Client Forms||This allows the creation and editing of Client Forms.|
|Theme Manager||From here the system color scheme can be set.|
|Report Library||Allows the user to create/edit report categories for individual reports.|
|Report Queue||Gives a list of reports that are pending, scheduled and processed.|
|System Labels||Returns to the end user different system messages set to specific incidents and/or functions in Clarity.|
|User Policy Enforcement||Creates a mandatory End User Policy enforcement for all new end users and/or if one is not on file in the end user’s profile. Upon first logon, the policy is required to be electronically signed before the end user can gain access into Clarity.|
This section allows you to create customizable Assessment Processors to score custom Assessments.
|Code||The display code.|
|Name||The display name.|
|Create a New Processor||Click this link to begin creating a new Processor.|
|Status||Set the Assessment Processor to either Active or Inactive.|
|Base Score||Enter a number the processor will use as its base score. It could be 10 if by default the client gets a score of 10 before answering any of the assessment questions.|
|Subtotals||Subtotals allow you to break the score down into smaller, distinct categories.|
|Operation||Either addition, subtraction, multiplication, or division.|
|Points||The conditions that make up the assessment score.|
|Conditions||The fields, operations, and values that define points.|
This section allows you to enable the reports that appear the Data Analysis tab and refresh the Data Analysis tool.
|Category||The report category that appears in the Data Analysis tab.|
|Reports||The number of reports in the category.|
|Refresh Data Analysis||Refreshes just the Data Analysis Cache|
This section allows the admin the ability to configure how Referrals work within the system. These settings can be configured system wide or created unique for individual CoCs.
|Community Referral Queue||Selecting this checkbox will enable the Community Queue in the Referrals tab and allow users to refer clients to the Community Queue. This is required for Centralized Intake and Coordinated Assessment purposes.|
|Community Referral Threshold||The time frame selected here will determine how long a referral remains in the Pending Queue before being sent to the Community Queue tab. Select between 1 day and 360 days.|
This setting determines which type of Referrals will be affected by the Community Referral Threshold.
|Inactive Referral Expiration Threshold||The time frame selected here will determine how long a referral will remain in the Queue without a Check In. Select between 7 days and 360 days. Note that referrals are not completely removed from the system after this time frame; they are sent to the Denied tab, where they can be reactivated at any time.|
|Matching Process||The Matching Process is to give designated users the option to re-assign referrals in the community queue to agencies other than their own. Community Referral Queue enabled there are 3 possible Matching Process settings.
|Program Availability Management||When this is enabled a new tab labeled Availability will be added to the Referrals section. From the Availability tab the user can Set the program to Full Availability, Limited Availability or No Availability. With Limited Availability the user can add additional openings or delete openings for the program.|
|Use Custom Fields on Program Availability||This setting allows for the configuration of custom fields when when posting program availability openings.|
|Pending Referral Notifications||When enabled, users will receive notifications on pending referrals per the three settings below.|
|Notification Frequency||Users are notified on pending referrals based on the frequency selected here. Options include Daily or Weekly notifications.|
|Notify Days in Pending||The number of days a referral is pending before a notification is triggered.|
|Notify Days in Process||The number of days a referral is in process before a notification is triggered.|
Release of Information
This section allows the admin the ability to configure how the Release of Information functionality works within the system.
|Require on Creation||Selecting Required on Creation will make a mandatory process of having a Release of Information created before the new client’s profile can be saved.|
|Default Model||Setting the Default Model determines how the ROI will prompt based on the model chosen. See the Model choices to determine how your agency would like to be prompted when an ROI is needed for the client.
|Default Term||This allows the admin to configure the age of data that is covered by the Release of Information. For example, if the setting is configured for 5 years, data will only be shared with other agencies going back 5 years from the time the Release of Information record was created.|
|Compliance Warning||Selecting this box will prompt a compliance yellow ribbon on the client’s profile screen, indicating the Release of Information criteria has not been met.|
|Allowed Documentation Types||The documentation type allows the system to accept multiple document types or can be restricted to accept only one, two etc. by selecting from the choices in the drop down menu.
This section allows the admin the ability to create and edit a File Category hierarchy.
|Category Name||Clicking the Add Category link will allow the user to name and add a File Category to the system.|
|File Names||Clicking the Edit link for a Category name will allow the user to create File Names. Creating File Names under each File Category gives the end user the ability to define the file uploaded for the client record|
Global IP Whitelist
When activated, the admin can configure which gateway IP addresses are allowed to access the site. If a user attempts to access the site without their P being on the whitelist, login will not be possible.
|Agency Search||This allows the system admin to see which IP address are assigned to either All Agencies or a Specific Agency|
|Add New Address||From here the system admin can add an IP address that will be able to access the system when the Authentication Policy is set to IP Whitelist. The IP address can be assigned to a specific agency or all agencies.|
The button clears the cache for the screens in the system.
The table below describes the various types of System Variables that can be configured for live calculations that are based on client field data.
|Poverty Guidelines||This section allows the admin the ability to set the Poverty Guideline based on household size and income variables. These values are automatically used in system calculations when working with client incomes.|
|Score Ranges||Provides the admin an area to configure Score Ranges for Assessments utilizing calculations. Descriptions can be associated with the score ranges that will be displayed for the individual Score Range.|
|Service Taxonomy||In this area, custom Taxonomy Categories can be created and edited in an effort to sort service types.|
|Area Median Incomes||In this section, the admin can upload a CSV file containing Area Median Income|
The Navigation Profile defines which tabs will be available, and which order they are listed when a client record is opened. Navigation Profiles can be applied to one or more Agencies at a time.
|Add Navigation Profile||
When the Navigation Profile is created it can be used globally by a System/Implementation and/or if a specific agency within the system/implementation requires a specific profile that, differs from the default or global system/implementation profile, can be created as well.
To create a profile; click on the Add Navigation Profile link. Enter the name of the Profile and save.
After creating and naming the profile; navigation tabs (screens) are required to be added so the end user can utilize when entering client data.
To add navigation tabs; click on the Add Navigation Tabs link and choose the appropriate tabs in the order to be viewed by the end user.
This area allows the Admin to create/edit/delete Client Forms within the system.
|Add Template||To add a client form; click on the Add Template link|
|Creating the Form Template||
This section allows the admin to design the user interface for the system.
|Sidebar Options||Sets the Dashboard screen viewing format|
|Color Scheme||Selecting a Color Scheme will set the Color variation for the whole system.|
This section allows the admin with the ability to create and edit Report Categories.
|Name||This is the report category name configured in the Add Category screen categorizing the reports.|
|Path||This field is the directory path where the reports will be held within the Clarity database|
|Reports||This column indicates the number of reports contained within the specific category.|
The Report Queue shows the admin reports that are Scheduled or Pending to be ran, as well as those which have been processed.
|Scheduled and Pending||Indicated the reports that are waiting in the queue either as scheduled and/or pending processing. Note this queue reflects for all users in the system/implementation.
|Processed||Gives a list of all reports that processed/completed within the system/implementation.
The System Labels section allows the admin to customize system messages. For example, the text the user sees when they enter an invalid password or uploading a file that exceeds the maximum size limit.
|Category||Where in the system the message is applied to.|
User Policy Enforcement
This section allows the admin the ability to create a User Policy presented to their users upon initial login. Further, they can configure whether or not their user is presented with a User Policy, as well as the frequency in which the user Policy is presented.
|Enable Policy Enforcement||By selecting the checkbox will enable the mandatory User Policy feature and will require end users at log on to Clarity (if they do not have a End User Policy form on file), to electronically sign a form before the user can continue.|
|User Policy Enforcement Period||Once the check box has been enabled to make a mandatory end user agreement required the Enforcement Period can be set and will require the end user to resign the form based on the set period.
|Create the Policy||You can create the end user policy by utilizing the tools listed in the menu as well as copy/paste the text or type within the area.|