To setup Agency Service Types in Penelope you will need to be logged in with a System Administrator account.
You can configure the Agency Service Type drop-downs if you want to use additional data collection fields at the Case Service, Informal Service and in some cases Anonymous Service levels.
There are four user defined drop-down fields available for you to optionally configure.
Fields 1-3 appear for Case and Informal Services. Field 4 appears for Case, Informal Service and Anonymous Service. If you want Field 4 to appear for Anonymous Services you will need to enable the Track [Agency Service Type Field 4 Name for Anonymous Service Entries] option on the Agency Setup > Settings tab > Settings section.
Configure the Agency Service Type Drop-Down Labels
In the System Setup section select Agency Setup.
On the Agency Setup page select the Setting tab.
In the Agency Service Type section click the label you wish to change.
Edit the label Name.
Click Save.
Add an Agency Service Type Drop-Down Value
In the System Setup section select Agency Setup.
On the Agency Setup page select the Setting tab.
In the Agency Service Type section click Drop Down for the label you would like to configure the drop-down values for.
Click Add.
Enter the Value.
Click Save.
Edit an Existing Agency Service Type Drop-Down Value
In the System Setup section select Agency Setup.
On the Agency Setup page select the Setting tab.
In the Agency Service Type section click the label you would like to edit.
Edit the Value.
Click Save.
Make an Agency Service Type Active
In the System Setup section select Agency Setup.
On the Agency Setup page select the Setting tab.
In the Agency Service Type section click Drop Down for the label you would like to activate the drop-down value for.
In the Inactive Values section click the plus (+) icon of the Agency Service Type you wish to make active.
The Agency Service Type will be moved to the Active Values section.
Make an Agency Service Type Inactive
In the System Setup section select Agency Setup.
On the Agency Setup page select the Setting tab.
In the Agency Service Type section click Drop Down for the label you would like to deactivate the drop-down value for.
In the Active Values section click the minus (-) icon of the Agency Service Type you wish to make inactive.
The Agency Service Type will be moved to the Inactive Values section.
Enable the Track [Agency Service Type Field 4 Name] for Anonymous Service Entries Option
Field 4 of the Agency Service Type settings will only appear for Anonymous Services if this setting is enabled.
In the System Setup section select Agency Setup.
On the Agency Setup page select the Setting tab.
Click Edit.
In the Settings section, click the Track [Agency Service Type Field 4 Name] for the Anonymous Service Entries option.
Click Save.