To set up the Anonymous Service user defined fields in Penelope you will need to be logged in with a System Administrator account.

There are five Anonymous Service user defined fields available for you to customize. These include:

You can modify the labels of any of these fields (except Anonymous Service Category).

1. In the System Setup section select Agency Setup.

2. On the Agency Setup page select the Setting tab.

3. In the Anonymous Service section click the label you wish to change.

4. Edit the label Name.

5. Click Save.

Categories can be used to capture units of time, attendees or other items which may need to be recorded (for example; the number of brochures given out at a community event). It should also be noted that the Anonymous Service Category label cannot be changed however it is possible to add/edit the available drop-down values.

1. In the System Setup section select Agency Setup.

2. On the Agency Setup page select the Setting tab.

3. In the Anonymous Service section click Drop Down.

4. Click Add.

5. Enter the Value.

6. Click Save.

1. In the System Setup section select Agency Setup.

2. On the Agency Setup page select the Setting tab.

3. In the Anonymous Service section click Drop Down.

4. In the Inactive Values section click the plus (+) icon of the Anonymous Service Category you wish to make active.

The Anonymous Service Category will be moved to the Active Values section.

1. In the System Setup section select Agency Setup.

2. On the Agency Setup page select the Setting tab.

3. In the Anonymous Service section click Drop Down.

4. In the Active Values section click the minus (-) icon of the Anonymous Service Category you wish to make inactive.

The Anonymous Service Category will be moved to the Inactive Values section. If the value has not been used it will be deleted.