The Individual Setup page includes configuration settings that are applicable to Individuals (clients) in Penelope. Many of the settings on this page will only need to be configured once (e.g. when you first configure Penelope) but can be revisited occasionally as your agency’s requirements change.
For more information on Individual Setup click here.
You will need to be logged in with a System Administrator account to access the Individual Setup page.
How to Configure Individual Settings
To configure the General, Optional and Security settings (Individual Setup page) follow the steps below.
1. In the System Setup section select Individual.
2. On the Individual Setup page select the Setting tab.
3. Click Edit.
4. Complete the Individual Setup fields according to your agency’s requirements. For more information on each option click here.
5. Click Save.
Important - Personal Demographics Information
For more information about Personal Demographic Information (if enabled) click here.
Field Descriptions
Section | Setting | Description |
General | Display warning for adding potential duplicates | An option to warn Workers that they may be entering a potential duplicate Individual into Penelope. The warning occurs when the new Individual has the same last name, date of birth and gender as another Individual in Penelope. By default, the error displays as a simple text warning underneath the Date of Birth field on the Intake Wizard.
An example of the warning is: Duplicate warning – A record with the same last name (Last Name, First Name), gender and date of birth already exists. This may be a duplicate. |
General | Display pop up warning when clicking Back, Next or Finish | If you have enabled Display warning for adding potential duplicates this option appears allowing you to configure the warning message to also appear as a pop-up message when the Worker clicks Back, Next or Finish. By default, the error displays as a simple text warning underneath the Date of Birth field on the Intake Wizard or Add Individual tool. |
General | Main Phone Type | An option to select the default Main Phone Type for client phone numbers. The Main Phone Type setting is required. |
General | User Defined Tab Label | The label you would like to use for the User Defined tab on the Individual Profile page. |
General | Use Defined Tab Enabled | You can optionally enable an additional User Defined tab on the Individual Profile page. The Individual User Defined tab is where you can display user defined or custom fields your agency collects for clients.
Note: This tab is typically used to collect client demographic information but can be used for other client-related data collection. |
General | Identification Number | You can choose a national Identification Numbers to appear on a client’s Individual Profile page. When an option other than Other (No Mask) is chosen, data entered into this field is validated against a mask or format for the choice.
Options include:
Note: You can optionally hide the Identification Number values from select Workers by enabling the Mask SSN/SIN on Client Profile and Search Page Security Class Setting. For more information about Security Class Settings, see the Penelope End User Security Configuration Guide. |
General | Additional Identification Numbers | You can enable additional Identification Numbers if applicable to your geographic region.
Options include:
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General | Default Date of Birth for New Individuals | You can set a default Date of Birth value when entering new clients into Penelope.
Options include:
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General | Allow for future date of birth | You can enable this option if you want to allow setting a Date of Birth for a client that occurs in the future. This setting is helpful in instances where you may be providing service to an unborn child. |
General | Required Address Fields for Individual | You can optionally make certain address fields required for Individuals. This setting is applicable to all instances where Addresses are modified including:
Currently, you can configure the following Address Fields to be mandatory:
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General | Default State to Individual Assigned Site State | The Individuals State will default to the state of the assigned Site. |
Optional Settings | Use Add Individual | You can enable the Add Individual tool to be used for entering new clients into Penelope. By default, only the Intake Wizard is enabled.
Note: Using Add Individual to enter a client into Penelope does not include the Case step, unlike the Intake Wizard. Add Individual creates an Individual Profile for the client and subsequent activities like creating a Case must be completed separately. |
Optional Settings | Use Multiple Addresses | You can allow for tracking multiple addresses for clients. By default, a single address is stored for clients. Enabling multiple addresses can be useful if you want to maintain a history of client addresses e.g. if a client splits their time between more than one home etc.
You can modify the Field Setup > Address section to specify labels for various address types. |
Optional Settings | Use Employment Tab | You can enable this option if you want to include an additional Employment tab on the Individual Profile.
If you enable the Employment tab the following fields are available:
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Security | Disable New Worker Discussions on Individual | You can enable this option to prevent Workers from starting Discussions on the Individual Profile > Message tab.
Note: If you have Engage/ClientConnect enabled in Penelope this setting does not prevent the Worker from starting a Client Communication. |
Field Setup | Address | You can create a list of Address Types that will allow you to categorize or label addresses you enter for clients (e.g. Current, Previous, Residential etc). |
Configure Address Types
You can create a list of Address Types which allows you to categorize or label addresses you enter for clients. For example Current, Previous, Residential.
Add a new Address Type
1. In the System Setup section select Individual.
2. On the Individual Setup page select the Setting tab.
3. In the Field Setup section click Address.
4. In the Active Values section click Add.
5. Enter the Value (label) for the Address Type.
6. Click Save.
Rename an Address Type
1. In the System Setup section select Individual.
2. On the Individual Setup page select the Setting tab.
3. In the Field Setup section click Address.
4. In the Active Values section click the Address Type you would like to rename.
5. Enter the new Value (label) for the Address Type.
6. Click Save.
Deactivate an Address Type
1. In the System Setup section select Individual.
2. On the Individual Setup page select the Setting tab.
3. In the Field Setup section click Address.
4. In the Active Values section click the minus (-) icon.
The Address Type will be deleted (if the value isn’t in use) or moved to the Inactive Values section (if the value is in use).
Activating Inactive Address Types
1. In the System Setup section select Individual.
2. On the Individual Setup page select the Setting tab.
3. In the Field Setup section click Address.
4. In the Inactive Values section click the plus (+) icon for the Address Type you would like to make active.
The Address Type will be moved to the Active Values section.
Configuring Individual User Defined Fields
For information on how to configure Individual user defined fields click here.
For information on where Individual user defined fields will be displayed in Penelope click here.