A Worker Category is similar to an email distribution list and is used to group Workers with common interests together. Workers can belong to zero, one or many categories. Categories can be used to filter Worker lists (for example; Search, Agency Events, Agency Schedule, reports, Book Events etc) or to send messages to (Collaboration Suite, Action Triggers, Engage etc).
Some situations where you may find Worker Categories useful include:
When assigning clients to a Worker (for example; you could have a Spanish speaking category that can be used to filter Workers who can speak Spanish)
When sending communications via Penelope (for example; you could have a Finance category so a Discussion can be sent to all finance personnel about a client’s financial matter)
When booking a meeting with a specific set of Workers (for example; you could have a counselor category so you can easily book a reoccurring session with all of your counselors without having to choose them individually).
Examples of Worker Categories
Spanish speaking
Managers
Counselors
Finance staff
Admin staff
DV specialization
Penelope Super Users
Add a Worker Category
To add Worker Categories you must be logged in with a System Administrator account.
1. In the User Setup section select User.
2. In the Field Setup section select Category.
3. In the Active Values section select Add.
4. In the Value field enter the name of the category.
5. Select the Type.
6. Click Save.
Delete a Worker Category
To delete Worker Categories you must be logged in with a System Administrator account.
1. In the User Setup section select User.
2. In the Field Setup section select Category.
3. Click the minus (-) icon next to the Worker Category you would like to delete.
If the Worker Category has previously been used it will be moved to the Inactive Values section, if not it will be permanently deleted.
Activated a Deactivated Worker Category
To activate Worker Categories you must be logged in with a System Administrator account.
1. In the User Setup section select User.
2. In the Field Setup section select Category.
3. Click the plus (+) icon next to the Worker Category you would like to activate.
Once activated the Worker Category will be moved to the Active Values section.
Editing a Worker Category
To edit Worker Categories you must be logged in with a System Administrator account.
1. In the User Setup section select User.
2. In the Field Setup section select Category.
3. Click the Worker Category you would like to edit.
4. Edit the values accordingly.
5. Click Save.
Further Information
You may also find the following pages useful in regards to Workers: