A unique list of Departments can be created for each Funder in Penelope. This allows the agency to assign a Department to an Individual’s (client’s) policy when adding the new policy. This is particularly useful if your agency needs to report on policies assigned to a specific area of a Funder’s organization (a custom report would be required for this).
Adding Departments to a Funder
Follow the instructions below to add Department/s to a Funder:
Navigate to the Funder Profile.
Click on the Departments tab.
In the Departments section click Add.
Select a Status.
Enter a Name.
Enter a Description if applicable.
Click Save.
Adding Department Branches
Department branches are useful if the Funder’s departments have staff (or Individual’s with a policy) located in multiple locations.
For example; if the Funder is a hospital, the department is ‘Triage’ and the hospital has staff at Location 1, Location 2 and Location 3 you are able to set these up as Department Branches under the main Department (i.e. Triage). It is also possible for branches to have branches as well. Like Departments, Branches are added to a Policy.
Follow the instructions below to add a Department Branch:
Navigate to the Funder Profile.
Click on the Departments tab.
In the Departments section click the Department you would like to add a Branch to.
In the Department Branches section click Add.
Select a Status.
Enter a Name.
Enter a Description if applicable.
Click Save.
Adding a Department to a Policy
Click on the links below for more information on how to add a Department or Department Branch to a:
Important Information
To ensure this option is available when adding an Individual Policy you will need to ensure that the Funder Class is set to EAP (click here for more information) for the relevant Funder.