The Data Quality Issues List (DQIL) in Penelope allows your agency to proactively address errors as they occur, improving both your organizational efficiency and reporting accuracy.

The DQIL appears as a tab on the Collaboration Suite in Penelope, giving each user clear insight and one-click access to any data entry errors that need to be addressed. Checking the DQIL tab can become part of each user’s morning or weekly routine, and supervisors can track the data cleanup in real-time.

Accessing the DQIL

Wherever you are in Penelope your DQIL is always a single click away.

  1. To open the DQIL simply click the Workflow tab on the far right-hand side of your screen. The Workflow drawer will slide open over the top of your current page.

  2. Click the Data Quality Issues tab at the top of the screen.

  3. A list of all DQI issues will be displayed. By default it will display the logged in Worker’s issues. However, it is possible to show any subordinates issues by clicking My Subordinate’s Issues.

Working with the DQIL

  1. The Issue column provides a brief explanation of the issue.

  2. Clicking the Record (ID) will take you to the record in Penelope.

  3. To edit the Status click Edit Status. A drop-down will appear with the following options: Not Resolved, Resolved, Not an Issue. Select the appropriate status and the field will automatically update (you do not need to click save etc). If Not an Issue is selected a comments field will appear prior to the list being updated.

Frequently Asked Questions

Question: What happens after you change the status of an item on the DQIL? Will it be removed with the next nightly routine?

Answer: It will not. Resolved/Not an Issue items will remain in the DQIL tagged as Resolved/Not an Issue for 30 days, after which they will disappear. Blank/Not Resolved items will stay on the list until the status has been changed to Resolved/Not an Issue.

Questions: What happens if you change the status but don’t actually address the issue? For example; mark it as Resolved but don’t do anything? Will it revert the status on the nightly routine unless Not an Issue was selected?

Answer: No, the DQIL will believe a Worker’s input if marked as Resolved. If an issue has a status of Resolved and it has not been resolved, it will continue to say Resolved.

Who is notified of issues?

  • INDIVIDUAL: The Worker who entered the Individual into Penelope

  • GROUP: The Worker listed as Primary under the Workers And Resources section on the Profile tab of the Group page

  • GROUP EVENT: The Worker listed as Primary under the Workers And Resources section on the Group Event page

  • CASE: The Worker who created the Case


  • SERVICE FILE: 
The Worker listed as Primary under the Workers section on the Profile tab of the Service File

  • SERVICE FILE PARTICIPANT: The Worker listed as Primary under the Workers section on the Profile tab of the Service File

  • SERVICE EVENT: 
The Worker listed as Primary under the Attendees tab on the Event

  • INFORMAL SERIES: The Worker listed as Primary under the Workers section on the Profile tab of the Informal Series page

  • INFORMAL EVENT: The Worker who booked the Informal Event

  • INDIRECT EVENT: The Worker who booked the Indirect Event

  • PRE-ENROLLMENT ENTRY: The Worker who created the Pre-Enrollment entry

  • REFERRAL ENTRY: The Worker who created the Referral

  • ANONYMOUS SERVICE: The Worker listed on the Anonymous Service in the Worker field (NOTE: Anonymous Services do not always have a Worker associated with them, so issues for services without Workers will not be seen)


  • POLICY MEMBER: The Worker who added the Individual (Policy Member) to the Policy.

  • BLUE BOOK ENTRY: The Worker who created the Blue Book entry


  • DOCUMENT: The Worker who filled out the Document

Information about the DQIL

For more information on the DQIL click here.

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