Accessing the Advanced Settings Area
To work with Advanced Settings, click the Launchpad icon and choose Setup. Click the Settings tab and the Advanced Settings section can be found listed in the right sidebar.
Two-Factor Authentication (2FA) is a form of multi-factor authentication intended to confirm a user's identity by utilizing a combination of identifying pieces of information to successfully login to the system.
Assessments Processors allow system administrators the ability to apply scoring to assessments. Custom Assessment Processors can be created from a simple user interface and linked to an Assessment to provide custom scores.
The Data Analysis settings section allows you to enable the reports that appear the user's Data Analysis tab and refresh the Data Analysis tool.
Clicking the Referral Settings link allows the user to configure how Referrals work within the system. Settings can be created by clicking the Add New Referral Settings link in the upper right corner of this section. The Referral functionality can be created per CoC.
For more information on the configuration of Referral Settings, please review the How To Configure The Referrals Tab article.
Release of Information
Clicking the Release of Information link provides settings to configure how Release of Information records function throughout the site. Here the user can determine whether the functionality is systemwide, based on a particular CoC, or one or more Agencies.
For more information on configuring these settings, please review the Configuring the Release of Information Settings.
File Categories can be used to organize files that are uploaded into a client record. Selecting the File Categories link will take you to the Files Categories screen, where you can add a new File Category or edit an existing File Category.
For more details on File Categories, please refer to the Advanced Settings: Working With File Categories page.
Global IP Whitelist
Selecting the Global IP Whitelist link will allow you to add IP addresses to the system. These IP addresses will be applied when the Authentication Policy is set to IP Whitelist from the dropdown box.
For details on Authentication Policy please refer to the Settings Tab Glossary.
For details on Global IP Whitelist, please refer to the Advanced Settings: Working With Global IP Whitelist page. This feature can only be created/modified by Clarity Human Services staff.
This is where System Variables (e.g. Federal Poverty Guidelines, Area Median Income, etc) are implemented. System Administrators can upload the most recent AMI tables as needed.
Selecting the Navigation Profiles link will take you to a screen where you can add/edit Navigation Profiles. This will allow you to control the arrangement of the various screens, tabs, and sections of your system.
For more details on Navigation Profiles, please refer to the Advanced Settings: Working With Navigation Profiles page.
Selecting the Client Forms link will take you to the screen where you can store your agency’s preloaded forms that are used in the Files tab of the Client Record.
For more details on Client Forms, please refer to the Advanced Settings: Working With Client Forms page.
Clicking the Report Library link allows you to create categories to house reports within the system. The ability to set a name for the category as well as the report path is available upon clicking the Add Category link.
To better understand how these settings interact with the Reports area of the site, please review the Report Library Overview article.
Selecting the Report Queue link will take you to the screen where you can view all pending, processing, and processed reports, and delete any pending reports if necessary. The queue is cleared every 24 hours.
For more details on Report Queue, please refer to the Advanced Settings: Working With Report Queue page.
Selecting the System Labels tab will enable you to assign specific messages to different parts of the system. For more details on System Labels, please refer to the Advanced Settings: Working With System Labels page.
User Policy Enforcement
The User Policy Enforcement section allows the admin the ability to establish an end user policy agreement all users must agree to prior to using the system. An enforcement period can be configured to force a user to review and agree to the provisions in the document once a set amount of time has passed. This functionality is optional and can be turned off at any time.