Article Contents
For Case Setup, in Penelope you will need to be logged in with a System Administrator account.
Settings Tab
The Settings tab allows you to configure the General and Default settings for the Case, as well as create and edit Relationships. You can activate/deactivate the User Defined tab, as well as choose a label for it. There is also the option to make the family size field (for sliding scale calculations) required and adjust some other default settings.
Editing General and Default Settings
In the System Setup section select Case.
On the Case Setup page select the Setting tab.
Click Edit.
Edit as required.
Click Save.
Settings Information
Section | Setting | Description |
General | User Defined Tab Label | This is the label for User Defined tab (the name of the tab at the top of the Case page used to access any User Defined fields). Sometimes agencies label this Demographics. |
General | User Defined Tab enabled | This option enables the User Defined tab at the top of the Case page. If this field is not selected the User Defined label will not appear and as a result the User Defined fields will be inactive. |
General | Require Family Size Input | Select this option if you require a family size (e.g. number of people in the family) to be entered at the Case level. |
General | Allow future Case open date | Select this option if you would like to allow a Case open date which is the future e.g. Today’s date is the 1st April 2019 and you want to set an open date of 10th April 2019. |
Default | Apply Case Filter | When selected the Case Page (only) displays open Service Files by default. The user still has the option to switch the view to display both open and closed Service Files if required. |
Default | Member’s Safety Concern Flag | Synchronized with Individual flag – When the Safety Concern Flag is changed (edited) at the Case page – it will update the flag at the Individual Profile. |
Default | Allow multiple open Cases per Individual | Select this option if you would like the ability to make an Individual a member of more than one Case. |
Default | Master Default Sliding Sidebar | Use this drop-down to select the default menu tab on the right hand side of the screen on the Case Page. The options available are Document, Report, Attachment, Referral, Billing. |
Adding a Relationship
The Relationship drop down is used to add and edit different Relationship types e.g. Mother, Father, Brother, Sister etc. You can add as many Relationship types as needed.
In the System Setup section select Case.
On the Case Setup page select the Setting tab.
In the Field Setup section select Relationship.
In the Active Values section select Add.
Add the new Relationship in the Value field.
Click Save.
Editing an Existing Relationship
In the System Setup section select Case.
On the Case Setup page select the Setting tab.
In the Field Setup section select Relationship.
In the Active Value section select the Relationship you wish to edit.
Edit the Relationship as required.
Click Save.
Make an Existing Relationship Inactive
In the System Setup section select Case.
On the Case Setup page select the Setting tab.
In the Field Setup section select Relationship.
In the Active Values section click the minus (-) icon of the Relationship you wish to make inactive.
The Relationship will be moved to the Inactive Values section.
Make an Existing Relationship Active
In the System Setup section select Case.
On the Case Setup page select the Setting tab.
In the Field Setup section select Relationship.
In the Inactive Values section click the minus (+) icon of the Relationship you wish to make active.
The Relationship will be moved to the Active Values section.
User Defined tab
On the User Defined tab you can add, edit, activate and deactivate your User Defined fields. User Defined fields are a good tool for capturing additional data where required.
It should be noted that if you have used a label for the User Defined tab it will be labeled this instead.
Adding a New User Defined Field and Marking as In Use/Required
In the System Setup section select Case.
On the Case Setup page select the User Defined tab.
Click Edit.
Choose the field type (Checkbox, Drop-down etc) and enter the Field Name.
Select In Use (this will make the field active in the Case).
Select Required if applicable.
Repeat Steps 4 and 5 if required.
Click Save.
Editing User Defined Fields and Marking as In Use/Not in Use
Steps 4-6 to be used as required.
In the System Setup section select Case.
On the Case Setup page select the User Defined tab.
Click Edit.
If you would like to edit a Field Name choose the Field Name you would like to edit and change accordingly.
If you would like to deactivate the field untick In Use (this will make the field inactive in the Case). Untick Required if applicable.
If you would like to activate the field tick In Use (this will make the field active in the Case). Tick Required if applicable.
Repeat Steps 4 and 6 if required.
Click Save.
Adding Values for User Defined Drop Downs
In the System Setup section select Case.
On the Case Setup page select the User Defined tab.
In the Active User Defined Field section find the Drop Down field you would like to add values to.
Click Drop Down located to the right of the Field name.
Click Add.
Add the Drop Down value.
Click Save.
Editing Values for User Defined Drop Downs
In the System Setup section select Case.
On the Case Setup page select the User Defined tab.
In the Active User Defined Fields section find the Drop Down field you would like to edit the values of.
Click Drop Down located to the right of the Field name.
Click the Value.
Edit as required.
Click Save.
Make a User Defined Drop Down Value Inactive
In the System Setup section select Case.
On the Case Setup page select the User Defined tab.
In the Active User Defined Fields section click the Drop Down field you would like to deactivate values in.
In the Active Values section click the minus (-) icon of the Value you wish to make inactive.
The drop down value will be moved to the Inactive Values section.
Make an Existing User Defined Drop Down Value Active
In the System Setup section select Case.
On the Case Setup page select the User Defined tab.
In the Active User Defined Fields section click the Drop Down field you would like to activate values in.
In the Inactive Values section click the plus (+) icon of the Value you wish to make active.
The drop down value will be moved to the Active Values section.