Sharing Data in Clarity – Overview
This section provides an overview of the Sharing tab in the Manage section. The Sharing tab enables the System Administrator to control how their agency shares data. This feature allows the System Administrator to create default share settings (including sharing groups), and departments. It also allows for the creation of Agency Exceptions for any agency that requires sharing capabilities that differ from the defa...label_outline For Agency Managers label_outline For System Administrators label_outline Departments label_outline Sharing label_outline Exceptions label_outline API label_outline Documents
This section discusses how to configure Sharing Defaults. Sharing Defaults are used to control how your agency shares client information with other agencies. Any settings created in the Sharing Default section will be applied to every outside agency. If you have certain agencies that require unique Sharing settings, please refer to Working With Agency Exceptions. Setting up Sharing Settings The information in this...label_outline For Agency Managers label_outline For System Administrators
This section discusses how to configure Sharing Groups. The purpose of Sharing Groups is to enable the System Administrator to assign separate Sharing Groups between agencies within Clarity Human Services, allowing these separate agencies to have further autonomy within the system. This eliminates the need to create individual agency sharing exceptions for multiple agencies. For example, Sharing Groups can be used...label_outline For Agency Managers label_outline For System Administrators label_outline Sharing label_outline Groups
This section discusses how to create Agency Exceptions. An Agency Exception can be created when you need a particular agency to have sharing settings that differ from the Sharing Default settings. To learn about Sharing Default settings, please refer to Working With Sharing Defaults. Agency Exceptions can be created for individual agencies (discussed here), as well as groups of agencies using Sharing Groups. Using...
This section discusses Departmental Sharing. Departmental Sharing enables sharing within an agency. Agencies with multiple programs and/or services can use Departmental Sharing to secure each program and/or service independently. (For information on sharing between agencies, please see Sharing Overview.) Departmental Sharing enables the System Administrator to regulate viewable records such as program/service hist...label_outline For Agency Managers label_outline For System Administrators label_outline Animation label_outline Department label_outline Departments label_outline Sharing label_outline Departmental
The Consent Refused functionality impacts the way Clarity Human Services handles the Client Profile data of clients who have refused consent for their personal information to be stored in the system. When enabled by the System Administrator, a "Consent Refused" option will appear when the Client Record is created (figure 1). figure 1 If a Staff Member toggles on "Consent Refused", the system will auto-fill...label_outline consent label_outline profile