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A Report Security Class is a Security Class setting used to give or restrict access to built-in reports in Penelope. Penelope includes several built-in Report Security Class options that you can assign to a Worker. You can also request that your System Administrator create custom Report Security Classes based on your agency’s unique needs.
The default Report Security Classes include:
All Reports
Default Admin-Exec Reports
Default Intake-Mgmt Reports
Default Clinical Worker Reports
Default System Administrator Reports
Default Volunteer-Student Reports
The specific reports included in each of these default options are designed to fulfill the most common reporting needs for that User Group type. Note that, other than the “ALL Reports” option, the default Report Security Classes cannot be modified.
When you add a new user to Penelope, the Report Security Class assigned to that Worker is automatically selected based on the User Group the Worker is assigned to. For example, if you set up a Worker as Intake-Mgmt, they automatically inherit the “Default Intake-Mgmt Reports” option. You can, however, adjust which Report Security Class assigned to the Worker to one of the other default options or a custom option created by your System Administrator.
Create or Modify a Report Security Class
To customize access to specific reports, you must modify an existing custom Report Security Class or create a new custom Report Security Class. When creating your own Report Security Class, you may find it helpful to use the Penelope Security Class Template available here (see the second tab).
1. In the User Setup section, click Security.
2. Click Class Setup.
3. Complete one of the following actions: To modify an existing custom Report Security Class, in the Report Security Class section, click the name of a class. To create a new custom Report Security Class, in the Report Security Class section, click Add.
4. As applicable, select the reports you want the Workers belonging to this class to have access to.
5. Click Save.
Copy an Existing Report Security Class
You can use an existing Report Security Class as a template to a new Report Security Class. When copying the Report Security Class, you inherit the same settings which you can adjust to reflect the specific needs of the new Report Security Class.
1. Navigate to User Setup > Security > Class Setup tab.
2. In the Report Security Class section, click the Report Security Class you want to modify.
3. In the Class Name field, type a name for the Report Security Class you’re creating.
4. Click Edit. In each of the Report Security Class Categories, select the reports you want the Workers belonging to this class to have access to.
5. Optionally, in the Notes field, type any additional information you’d like about the Security Class.
6. Click Save.
View Permissions for a Report Security Class
You can run the Security Class Report to get a summary of the specific settings you’ve enabled for specific Security Classes. You can optionally include a list of members or Workers assigned to the Security Class.
1. Navigate to User Setup > Security > Class Setup tab.
2. From the Reports sidebar, click the Security Class Report.
3. In the Report Options section, ensure that the Security Class > Report option is selected.
4. In the Criteria section, from the Security Class drop-down, choose which Security Class you’d like to report on.
5. Optionally, in the Report Options section, click the Include Members option to display a list of workers assigned to the Security Class.
6. Click View.
If you’d like to print the report, complete one of the following options:
If your agency logo appears in the top left corner of the report, click the logo and follow your browser’s printing steps.
If you do not see your agency logo, on your keyboard, press CTRL/CMD + P and follow your browser’s printing steps.
Assigning Workers to a Report Security Class
You can assign a worker to a Report Security Class in one of two ways: from the Security Class page or from the Worker’s Profile.
Assigning a worker to a Report Security Class from the Security Class page works best for assigning multiple workers — for example, if you have already created Worker Accounts and want to change the Report Security Class for several of them. Assigning a worker to a Report Security Class from the Worker’s Profile page works best for assigning single workers.
Assign Multiple Workers to a Report Security Class
1. Navigate to Security Setup > Class Setup tab.
2. Click the Report Security Class you want to assign Workers to.
3. On the Members tab, in the Security Class Members section, click Add User.
4. In the User field, start typing the name of the worker you want to assign to the Security Class and select the name from the suggest lookup list.
5. Click Save.
6. Repeat Steps 3-5 for any additional workers you want to assign to the Security Class.
Useful Information
You can set the Report Security Class for new Workers while creating a new Worker Profile.
Assign a Single Worker to a Report Security Class
Locate the Worker using the Search > Worker tab, Fill in any Search Criteria you’d like and click Go.
In the Results section, click the Worker whose Security Class you want to modify.
On the Profile tab, click Edit.
From the Report Security Class drop-down, choose a Report Security Class.
Click Save.
Useful Information
Workers with a System Administrator account automatically have access to modify a worker’s Report Security Class while Intake-Mgmt or Admin-Exec account must be given access via Security Class Settings.
The following Security Class Settings must be enabled for an Intake-Mgmt or Admin-Exec account to have access: Worker Security Settings > Allow access to Worker Set Up