Database Management, Penelope Configuration, Worker Management, Referrals
95 articles
System Setup and Maintenance
The System Administrator Account
Accessing Your Penelope Logs
Licenses - Active Named Users
Upload to File Transfer Folder
Master Agency Schedule
Rapid Scheduling – Attending Worker
Adding Agency News
Notify Arrival Feature
ORS/SRS Setup
Reference Page
Managing Attachments
Sandbox De-identification Fields
FAQs | SQL Database ExportsThis living document provides answers for common questions regarding recurring and one-time Penelope database exports.
Penelope Data Return: Data Retrieval
Preventing Data DeletionWhat can I do to prevent data from being deleted by Workers?
Using the Data Quality Issue List (DQIL)
Data Quality Issue List (DQIL)
How to Deactivate a Worker
Assign/Deactivate a Worker from a Case Service
Worker Category
User Setup
Adding a Worker Category
Adding a Worker (User)
Managing Worker Accounts
Setting Worker Account Permissions
Troubleshooting: A Worker Profile cannot be deleted
Rapid Scheduling – No Attending Worker
Worker Message Settings (System Administration)
Login Message Configuration
Reference Configuration
Getting Started with Agency ConfigurationA rundown on Agency settings for your Penelope Database
Adding SitesAdd a new site for workers and individuals for your agency!
Configure your Site User Defined Fields
Agency Service Type Setup
Anonymous Service Setup
Agency Settings Configuration
Agency Profile Configuration
Case Service Class Setup
Contact Type Configuration
Site Based LogosYou can now change your displayed agency logo based on the site!
Client Message Settings (System Administrator)
Creating New Documents
Checklists for Creating Documents
Understanding Documents
Choosing where Documents are Available
Scores
Document Sections
Client Facing Documents
Document Groups
Document Lists
Document Composite Questions
Document Revisions
Question List Group Page
Document Pages
Document Conditions
Document Signatures
Document Stages
Action Triggers for Documents
Letter Layouts
Previewing a Document
Sub Documents
Document Building Configuration Guide
Document Profile Export
Document Setup Page
Adding a Page Break to a Document
Restrict File Attachment Types
File Attachment Setup
Document QuestionsAll about various document building components and question types.
Troubleshooting: A Document Stage is not appearing
Troubleshooting: Questions with "Number Question" selected not numbered
Troubleshooting: Conditions on Sections and Groups not functioning in ClientConnect
Finalizing a Document