When the Engage or ClientConnect feature is enabled, Client Workflows can be initiated allowing clients to complete Documents outside of Penelope. Client Workflows can be two types: New Document and Checklist tasks. You can send either one or many Documents to a client.
To make a Document available to be sent to a client through a New Document or Checklist workflow, the Document must be flagged as Client Facing. You should also follow the considerations outlined in the Best practices for client facing Documents topic.
Documents that are used in Client Workflows can be assigned to the following levels in Penelope: Individual, Case, Service File, and Service Event.
Best Practices for Client Facing Documents
The following items are best practices and general considerations when developing Documents for clients.
Document Element | Best Practices and Considerations |
Data Field and Data List Question Types | Engage displays information in a publicly accessible webpage, so we cannot display this type of information in order to avoid making client information publicly accessible. |
Dates | For the "Date with age in days" and "Date with age in years" questions, the calculated age does not display to the client while completing the Document, but it will display for the worker reviewing the Document. |
Flags | Flags do not display to the client, but they are displayed in Penelope once the Document is completed. |
Group Totals | Group totals do not display to the client while completing the Document, but they are displayed in Penelope once the Document is completed. |
Scores | Scores do not display to the client while completing the Document, but they are displayed in Penelope once the Document is completed. |
Signatures | In order for a signature to appear in a Document sent to a client through Engage or ClientConnect, it needs to be the "Individual Completing Document" type. No other types appear in Engage or ClientConnect. |
Stage Rules | Some stage rules do not apply to client facing Documents; for example, stage rules that display questions from a previous stage (these questions will not be shown). |
Sub Documents | Sub Documents cannot be used for client facing Documents. |
User Question Type | The User question type will not display in client facing Documents. |
Make an Existing Document Client Facing
Before making an existing Document client facing, you should review the best practices and considerations outlined in the Best practices for client facing Documents topic.
In the Document information section, click Edit.
Click the Client Facing option.
Click Save.