Messy or inaccurate data can be a headache for non-profits and social service organizations, especially at reporting time. Searching for errors and then going back to fix them takes painstaking, time-consuming effort that’s made all the more stressful at crunch time. Excessive mistakes could trigger expensive staff re-training, while missed errors mean the data you are submitting to stakeholders may be inaccurate.
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.
Examples of popular items on the DQIL include
User-defined fields not filled out
DOB not entered
Event attendance not taken
Service File close reason not selected
The main contact info missing
An individual policy is not part of the Billing Sequence
Full list of items on the DQIL
A Default DOB was selected for an Individual
Past Service Event attendance has not been taken
Past Group Event attendance has not been taken
Close Reason not selected for a closed Service File
The number of Estimated Sessions has not been entered on the Service File
A Policy exists for an Individual but is not part of a Billing Sequence
An Individual doesn’t have a Collateral Contact
The Main Contact method does not exist for an Individual
DSS information is not filled out on the Individual Profile but the Individual is part of a DSS Service File
DSS Member Information has not been filled out on the DSS tab of the Service File
DSS Member Information has not been filled out on the DSS tab of the Group
DSS Session Details have not been filled out for a Service Event marked ‘Show’
DSS Session Details have not been filled out for a Group Event marked ‘Show’
Items on the DQIL list that would require some customization
A registration Cart Item hasn’t been added to a first Group Event
A cart item hasn’t been added for a Service Event of a particular Event type
A specific Document has not been completed on a Service File.
A date in a Document is occurring in x amount of time.
Individual User-defined fields haven’t been filled out.
Case User-Defined fields haven’t been filled out.
Service File User-defined fields haven’t been filled out.
How to Access the DQIL
For information on how to access and use the DQIL click here.
DQIL Licensing Requirements
The DQIL is licensed based on the number of Active Named Users at your organization. Please contact your Account Manager to learn more about adding the DQIL to Penelope or the Support Team.
For more information on the DQIL click here.