PenelopeMobile has been redesigned and expanded with an initial set of functionalities targeting home workers. PenelopeMobile will provide workers with access to their calendar, case data, and the ability to take event notes and fill out event documents with clients.
View upcoming calendar events
View and search historical calendar events
View details of calendar events
View your case information (individual, service file, case, group, informal series)
View case information associated with an event
Create or edit notes on events
Add documents and assessment forms to events
View documents associated with events and various case information
Take event attendance
In addition to these new features, we have done our best to make Penelope Mobile fully accessible and operable with access-assistance tools.
Table of Contents
Setup
PenelopeMobile must be enabled via the SA tool for workers to have access to it. In addition, settings can be used to control how support requests made PenelopeMobile are received. Enabling PenelopeMobile will enable it for all users.
Functional Breakdown
Calendar
View Upcoming Events and Historical Events
Upcoming Events page is the landing page when user either:
Logs in to Penelope from a mobile phone
Uses the ‘Mobile’ sidebar button from within Penelope
Calendar pages will infinite scroll – floating black up arrow always takes you back to top of page
Filter on history – by service file and/or date, and change order from newest to oldest
Tap on Event to open
Clicking on Header icon will always return you to the Upcoming Calendar view
Clicking on blue folder icon will take you to the Caseload Views page
Service Events
Details, Notes and Documents shown in expandable/collapsible drawers
Menu icon beside name brings up bottom menu
Left arrow in light green bar goes to previous page (returns to calendar)
Links go directly to Service File, Case, Individual, map location, or open video link
Clicking on blue folder icon will take you to the Caseload Views page
Taking Attendance for Service Event:
Select desired status.
For Show status, select who showed (or unselect who did not)
Once marked cannot be changed
Group Events
Details, Agenda, Documents, and Participant Events shown in drawers (no arrow means no content for drawer)
Menu icon beside name brings up bottom menu
Left arrow in light green bar goes to previous page (returns to calendar)
Links go directly to Group, Individual, map location, or open video link
Participant events are individual service events for each case file in the group event, and provide a way to take notes or add documents private to that set of individuals
Clicking on blue folder icon will take you to the Caseload Views page
Taking Attendance for Group Event:
Select desired status.
Select the individuals (or case groups) who have that status
May continue until every member of the group has a non-booking status
Informal Series Event
Details, Notes, and Documents shown in drawers (no arrow means no content)
Menu icon beside name brings up bottom menu
Left arrow in light green bar (Event bar) goes to previous page (returns to calendar)
Links go directly to Informal Series, Individual, map location, or open video link
Clicking on blue folder icon will take you to the Caseload Views page
Taking Attendance for Informal Series Events: Mark who came to the event, once marked cannot be changed.
Indirect Event
Details, Notes, and Documents shown in drawers (no arrow means no content)
Menu icon beside name brings up bottom menu
Left arrow in light green bar goes to previous page (returns to calendar)
Links go directly to Individual, map location, or open video link
Clicking on blue folder icon will take you to the Caseload Views page
Taking Attendance for Indirect Event: As with Penelope, only Individuals can be marked for attendance. So, if event is worker-only, no-one will be shown. If there are individuals, they will be shown here.
Caseload Views
View your Service Files, Groups, and Informal Series
Primary – all Service Files you are primary worker for
Group – all Group Service Files you are primary worker for
Other – all Services Files and Groups you are other kind of worker for
All – all Service Files and Groups you are any kind of worker for
Informal – all Informal Series you are worker for
List will infinite scroll – floating black up arrow always takes you back to top of page
Tap on Service File, Group, or Informal Series to open – can get to Individual or Case File from there.
Clicking on green Calendar will always take you to Upcoming Event Calendar page.
Case Files
Service Files, Details, Referrals, and Documents shown in Drawers
Menu icon beside name brings up bottom menu
Left arrow in light blue bar goes to previous page
Links go directly to Individuals
Tapping on Service File or Document opens detail page
Custom fields will be shown in the Details drawer
Clicking on green Calendar will always take you to Upcoming Event Calendar page.
Service File
Workers, Events, Notes, Details, Contacts, Referrals, and Documents shown in Drawers
Menu icon beside name brings up bottom menu
Left arrow in light blue bar goes to previous page
Links go directly to Case or Individuals
Tapping on Event, Note, or Document opens detail page
Custom fields will be shown in the Details drawer
Clicking on green Calendar will always take you to Upcoming Event Calendar page.
Individual
Contact Info, Notes, Cases & Services, Details, Employment, Contacts, Policy, and Documents shown in Drawers
Left arrow in light blue bar goes to previous page
Links in Contact Info initiate calls or emails
Tapping on Case, Service, or Document opens detail page
Custom fields will be shown in the Details drawer
Group
Workers, Events, Notes, Details, and Documents shown in Drawers
Left arrow in light blue bar goes to previous page
Tapping on Event or Document opens detail page
Clicking on green Calendar will always take you to Upcoming Event Calendar page.
Participant Event
Just like Service Event except for link/menu back to Group Event
Can mark individual attendance, add notes and documents for this participant
Group Service File
Just like Service events except for link/menu to Group
Informal Series
Workers, Events, Details, and Documents shown in Drawers
Left arrow in light blue bar goes to previous page
Tapping on Event or Document opens detail page
Clicking on green Calendar will always take you to Upcoming Event Calendar page.
Document
Documents can belong to events, and all case work entities
Details, Flags, and Scores shown in Drawers
Left arrow in light bar goes to previous page
Menu icon beside name brings up bottom menu to view completed document
Clicking on green Calendar will always take you to Upcoming Event Calendar page.
Clicking on blue Folder will always take you to the Caseload Views page.
Adding Document
When adding a document, you select the document type (note that assessments and documents are combined on this list), the For and the date of the document
You can then complete the document fields (same as ClientConnect)
Finally, you can review the document and submit it to save or return back to change answers to questions.
Header Menu
Arrow to dismiss menu
Return to Penelope – takes you to full Penelope UX
Help – access to help site (currently no specific Penelope Mobile help)
Support – open a support ticket
Logout
Worker’s default site info
Link to google maps to get directions
Link to call office phone
Known Issues:
Group Events should only show number of members if > 20. Currently truncating list to show only the first 20.
Australian addresses do not show suburb and may not map properly