The Public Policy Category page allows you to add, edit and remove Public Policy Categories (e.g. County Funded, State Funded etc). You would use this field to capture the types of public policies accepted by your agency.
To access this page you will need to be logged into Penelope with a System Administrator account.
How to Add a Public Policy Category
1. In the System Setup section select Billing.
2. In the Field Setup section select Public Policy Category.
3. In the Active Values section click the Add link.
4. Enter a Value.
5. Click Save.
How to Edit a Public Policy Category
1. In the System Setup section select Billing.
2. In the Field Setup section select Public Policy Category.
3. In the Active/Inactive Values section click the name of the Public Policy Category you would like to edit.
4. Edit the Value.
5. Click Save.
How to Make a Public Policy Category Value Inactive
1. In the System Setup section select Billing.
2. In the Field Setup section select Public Policy Category.
3. In the Active Values section click the minus (-) icon located next to the Public Policy Category you would like to deactivate.
The Public Policy Category will be moved to the Inactive Values section. If the Public Policy Category is not in use it will be immediately deleted. This action cannot be reversed.
How to Make a Public Policy Category Value Active
1. In the System Setup section select Billing.
2. In the Field Setup section select Public Policy Category.
3. In the Inactive Values section click the plus (+) icon located next to the Public Policy Category you would like to make activate.
