HIFIS 4

On the Add/Edit Service Provider screens, the Parent Service Provider drop-down menu only shows service providers in the current cluster.

In the Diversion module, the "Scheduled Follow-up" field should be optional, not mandatory. For context, here's why it needs to be optional and not mandatory: First and foremost, because there is no option to actually do a follow-up in the Diversion module! This means that every single Diversion has either an "upcoming" follow-up or a "past due" follow-up, and they are flagged as requiring attention, but there's no way to dismiss the alert saying they require attention. Second, because not every Diversion requires follow-up. Sometimes a person is diverted by buying them a bus ticket back to their home community, in which case it might be difficult to follow up. And in other cases, it might simply be so clear that you're successful that a follow-up is not needed. Or, if you end up booking them into shelter, then you're going to be working with them in the context of them being a shelter guest and you probably wouldn't want to go back and update the Diversion record. Third, because neither the Housing Placement module nor the Housing Loss Prevention module, which seem to be being replicated here, actually require scheduled follow-ups, so it's inconsistent.

It has come to my attention that all Goods & Services and Group Activities are being now listed on the Outreach List, regardless of if they have a location or anything like that. This strikes me as problematic. There are plenty of times you would provide a Goods & Services transaction that's not Outreach, and same goes for Group Activities. It just seems a bit weird to have every single one of these transactions show up on the Outreach List, when many of them. As a very simple fix, I'd suggest perhaps that only Goods & Services and/or Group Activities with a captured Service Location should show up on this list.

I'm not clear on, once you do a Diversion Workflow versus a Diversion Form, why the software remembers whether it was a Workflow or Form, and shows a different Edit form accordingly. First of all, this is unnecessary - the Workflow is only useful in the moment, and not helpful if you have to edit it for some reason. For example, maybe you want to change the Referred From field, because the client didn't disclose it initially. If you edit the "Diversion Workflow, it'll take you back to editing page 7 and you have to first remember what page the Referred From field is on and then navigate through all the pages back to it. That's cumbersome for the user. It also seems simpler from a development standpoint to store the data equally and not care how it was entered, much like how it doesn't matter if you do an "Express Goods" transaction or a "Goods & Services Transaction," the data is stored exactly the same and it looks the same after you've recorded it. So, in conclusion, there should be one consistent Edit Diversion screen that you get to when you hit the Edit button, regardless of which way the Diversion was recorded, and it should take you to a one-page form that has all of the fields on one screen.

If you Edit a Diversion sort of by accident, and then hit "Cancel" to say, oops I don't mean to actually change anything, it says it will set the status to "Abandoned" which seems counter-intuitive. The user has already created a Diversion attempt and saved it with a status other than "Abandoned," so the Diversion attempt was actually not Abandoned. But, in attempting to avoid overwriting data, the user could unintentionally overwrite the actual status of the Diversion, which seems backwards to me.

When a user searches for a client, the default view for the results page shows only Active clients, which is not what you want when you are SEARCHING for a client.

When adding a multi goal sessions, there is no way for the user to set the amount of hours, per goal from the session. The full value is applied to all goals.

I was doing some work for a community and noticed they had a bunch of reports that needed to be deployed. So I downloaded one of them and it promptly disappeared from my screen. I panicked a little, thinking I had somehow lost their report, then I figured it out. The problem is that when you download a report for the first time, it has all of the mandatory fields blank: no service providers can run it. It's not in any report categories. So no user can actually access it except for the root admin. However, it's not necessarily true that the root admin will be the one taking the action of deploying new reports. I've seen some communities where they reserve root access for just a DBA, and grant their actual HIFIS administrators their own named accounts (i.e. like "Aryder" instead of "Admin") and they might have all of the rights, so they really SHOULD be able to do everything. My proposed fix is this: Have a separate right that grants the ability to download and deploy new reports from the marketplace When somebody with that right clicks the appropriate button, instead of just fetching the report, they are also prompted to define the report categories and service providers for the report on the same popup screen That way, the same person who downloads the report has the ability to also add a description and define who can use it.