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Add/Remove/Modify DSS Program (Activity)
Add/Remove/Modify DSS Program (Activity)
Updated over a week ago

When using the DSS module in Penelope you must also configure your agencies DSS programs within the Case Service.

If you do not add a DSS program and specify a DSS Activity Type the DSS tab will not be available in applicable Service Files or Service Events. If no DSS programs are added you will not be able to record Partnership Approach data for Individual’s (clients) enrolled in a non-DSS Case Service (an exception would be if they are enrolled in another DSS based Case Service).

These instructions assume that you have already set up your Case Services in Penelope. For more information about setting up new Case Services click here.

You must be logged in to Penelope using either an Intake-Mgmt or Admin Exec account that has access to the Setup sidebar to add, remove or modify a DSS Activity Type.

Add a new DSS Program to a Case Service

When adding a new DSS program to a Case Service it is important to note that only one DSS program can be active at a time. If more than one DSS program is available for a Case Service the active program is determined by the date effective.

  1. From your My Home Page navigate to the Setup sidebar and click Services List.

  2. Click the Case Service that you want to update for DSS.

  3. Click the DSS
 tab.

  4. Click Add.

  5. In the Activity Type drop down list select the applicable Activity Type.

  6. In the As of Date field select the effective date of the DSS funding.

  7. To indicate that the Case Service uses the Partnership Approach click the In Partnership Approach checkbox.

  8. Click Save.

Once saved Penelope will display your eligible Outlets for the Activity as well as valid from and to dates.

Remove a DSS Activity from a Case Service

  1. From your My Home Page navigate to the Setup sidebar and click Services List.

  2. Click the Case Service that you want to update for DSS.

  3. Click the DSS tab.

  4. Next to the applicable DSS Program click Remove.

  5. When prompted to confirm that you would like to remove the activity type click Okay.

Modify a DSS Activity on a Case Service

  1. From your My Home Page navigate to the Setup sidebar and click Services List.

  2. Click the Case Service that you want to update for DSS.

  3. Click the DSS tab.

  4. Next to the applicable DSS Program click Edit.

  5. Modify the As of Date or In Partnership Approach options as needed.

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