Before you begin configuring the DSS module in Penelope please ensure you have:
Purchased a DSS license key
Received your agency’s DSS Web Service credentials from DEX
Received your agency’s testing DSS Web Service credentials from DEX (optional but recommended)
Before you will be able to successfully synchronize with the DEX portal you will need to configure Penelope by following the instructions below. To do this you will need to be logged in with a System Administrator account.
DSS Setup Page
The DSS Setup page in Penelope is divided into two sections:
Configuration, Default Settings and Integration
Communication Details
Configuration, Default Settings and Integrations
You will need to be logged in with a System Administrator account to access the DSS Setup page.
1. In the System Setup section click DSS.
2. On the DSS tab click Edit.
3. On the Edit DSS Setup screen configure the following fields as per your agencies requirements:
Setting | Instructions | Additional Information |
Synchronization Enabled | Click to enable automatic synchronization between Penelope and DSS. | Synchronising Penelope with DSS allows you to submit DSS information to DSS as well as update Outlet Activities, Reference Tables, Domains and Scores. |
Set Penelope as Primary Information System | Click to indicate that Penelope is your primary method of submitting records to DSS (as opposed to manually submitting records to DSS or through a third-party). | If Penelope is the Primary Information System, the following fields are not needed for submission and are therefore hidden or excluded: |
Search Client First | Click to search for a client in DSS prior to having Penelope add the client. | This option directs Penelope to first search existing client records in DSS database for all individuals prior to adding them as a new client. Note: This option is only available where Penelope is not the Primary Information System. If you select both Set Penelope as Primary Information System and Search Client First, you |
Default Case Service to In Partnership Approach | Click to enable the Partnership Approach features by default for Case Services. | You can choose whether the Partnership Approach is enabled by default when creating a new Case Service. You can modify individual Case Services to indicate whether they are Partnership Approach-based services or not. Further, enabling the Default Case Service to In Partnership Approach makes Partnership Approach fields available in Penelope Reports where applicable. |
Display Home Summary | Click to allow workers with an IntakeMgmt or Clinical Worker account to see the Submission List on their homepage in Penelope. |
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Send Alert To | Select which Worker Category should receive notifications for DSS error messages. Note: This field is required. You cannot save your DSS configuration settings until you’ve chosen a Worker Category. | Ensure that the Worker Category chosen has been populated with the list of users you’d like to receive the message as sending messages to empty Worker Categories may result in performance issues. |
Communication Details
Prior to completing any further DSS configuration tasks you must receive a successful ping from the DSS server.
When you ping DSS, Penelope establishes a connection to the DSS server which in turn enables you to synchronize the following:
Outlet Activities
Reference Tables
Domains, Scores
Once you have received a successful ping from the DSS server you will then need to update your Outlet Activities, Reference Tables and Domains/Scores. While updating your Outlet Activities, Reference Tables, Domains/Scores your screen may grey out for a short period while Penelope attempts to successfully complete the process.
After completing your updates and any Case Services have been configured you will be able to successfully submit records to DEX.
You also have the option to manually synchronize your DSS records if needed. You may need to do this if you turned off synchronization.