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Table of contents
About this release ............................................................................................................................................. 3What is an Edge Release? ............................................................................................................................. 3What is a Long Term Release? ....................................................................................................................... 3
Penelope enhancements ................................................................................................................................... 4Action Triggers .............................................................................................................................................. 4Configuration Settings .................................................................................................................................... 4External Communications ............................................................................................................................... 5General Improvements ................................................................................................................................... 5Reports ........................................................................................................................................................ 7Security Class Settings................................................................................................................................... 7
Legal notice ..................................................................................................................................................... 8
3 Athena Software
About this release Athena Software is pleased to announce the release of Penelope v4.9.4.0 EDGE.
Please review previous release notes if upgrading from a version prior to Version 4.1. Crucial information regarding upgrade details specific to each version are included in the applicable version’s release notes.
A reverse-chronological library of Penelope release notes can be found on our help site at: https://penelopehelp.com/category/whats-new/release-notes
This upgrade contains important security measures designed to keep your system safe. We consistently monitor and update the security of Penelope to ensure your data is protected. It is always important to stay up-to-date with the most recent version of Penelope to ensure you are using the most secure version of the software.
What is an Edge Release? This is a supported version of Penelope that has both security updates as well as other features or functionality enhancements. This is helpful for organizations that want to take advantage of all the latest features added in Penelope or stay up to date with any third-party synchronizations (for example, DSS or NDIS).
What is a Long Term Release? This is a supported version of Penelope that has security updates during its lifecycle but no other features or functionality enhancements. This is helpful for organizations that want to deliberately plan how they roll out new functionality according to their own timescale as opposed to when Penelope updates are available.
Penelope enhancements The following list represents enhancements to existing Penelope features. In most cases, little or no action is required on your part beyond reviewing the updated help materials (if applicable).
Action Triggers Enhancement Description Documentation
New Close Reason criteria for Service File is closed Action Triggers
The Close Reason field is now available as Criteria option for Service File > Service File is closed Action Triggers.
Action Triggers Configuration and User Guide
https://penelopehelp.com/2016/01/22/action-triggers-user-guide/
Service File Setup > Settings tab topic
https://penelopehelp.com/2012/10/05/service-file-setup-setting-tab/
Configuration Settings Enhancement Description Documentation
Languages list now modifiable System Administrators now have access to create, modify, inactivate, and delete languages from the standard Languages list in Penelope.
The Languages list is found in Agency Setup > Settings > Field Setup > Languages.
Note: The Languages list part of the Personal Demographic Information feature is not affected by this update and continues to reflect the standards in the United States.
Agency Setup > Settings topic
https://penelopehelp.com/2012/10/03/agency-setup-setting-tab/
5 Athena Software
Use this Contact by Default option relabeled to Make this Contact Mandatory
On the Agency Setup > Contact Type tab, the Use this Contact by Default option has been relabeled to Make this Contact Mandatory.
Now, when this option is enabled, the Contact Type will be mandatory on the Intake Wizard and Add Individual tools.
We recommend that you review your list of Contact Types after upgrading to v4.9.4.0 to review which type(s) you wish to make mandatory
Agency Setup > Contact Type topic
https://penelopehelp.com/2012/10/17/agency-setup-contact-type-tab/
Add a client to Penelope using the Intake Wizard tutorial
https://penelopehelp.com/2016/01/22/add-a-client-to-penelope-using-the-intake-wizard/
Add a client to Penelope using Add Individual tutorial
https://penelopehelp.com/2016/01/22/add-a-client-to-penelope-using-add-individual/
External Communications Enhancement Description Documentation
Automated Event message prefix (SMS only) setting moved to External Communications > Recipient Configuration
The Automated Event message prefix (SMS only) setting in External Communications has been moved from the External Communications > Settings tab to the Recipient Configuration tab.
External Communications Configuration Guide
https://penelopehelp.com/2014/01/16/how-to-set-up-sms-email-communication-in-version-4/
New Automated Event Message Footer (Email only) setting for External Communications
The Automated Event Message Footer (Email only) setting allows you to optionally include a custom message in the footer of all Event Update and Event Confirmation emails sent to clients.
General Improvements Enhancement Description Documentation
6 Athena Software
Confirmation when removing Event Attendees now lists member’s name
When removing an Event Attendee or member of a service, the Confirmation popup now includes the member’s name.
Affected features of Penelope include:
• Informal Series > Roster tab > Rostered list • Service File > Participants list • Case > Members list • Informal Event > Attendee list • Indirect Event > Attendee list • Service Event > Attendee list
For example, the Confirmation popup when removing a Worker from an Indirect Event will read:
You are about to remove this worker from the attendee list: Grant, Colette
Improved sorting of Resources In the following locations, Resources are now sorted by Type then Name:
• Agency Schedule page • Book Event pages (all) • Add Service Wizard (including when launched as part
of Pre-Enrollment) • Resource List in the Setup sidebar • Indirect Event Report • Resource Utilization Report
Improved search options for Anonymous Service List
The Anonymous Services List now includes Anonymous Service ID and Worker Name as Search Criteria/filters.
Anonymous Services List topic
https://penelopehelp.com/2013/01/03/anonymous-service-list/
Improved sorting of the Document List
The Setup sidebar > Document List is now sorted by Document Class then alphabetically by Document Title.
7 Athena Software
Reports Enhancement Description Documentation
Account Aging List Report – Individual
The Account Aging List Report - Individual has been updated to include Include Site Tree as a Criteria option.
Reports Guide
https://penelopehelp.com/2012/09/18/reports-guide/
Account Aging List Report – Funder
The Account Aging List Report - Funder has been updated to include Include Site Tree as a Criteria option.
Security Class Settings Enhancement Description Documentation
New security setting to restrict ability to edit a Worker’s own Worker Profile.
A new security setting, Restrict Write Access to the Worker's Own Profile, is available in the Security Class Setup > Worker Security Settings section. If enabled, this setting prevents Workers from editing their own Worker Profile.
Penelope End User Security Configuration Guide
https://penelopehelp.com/2012/09/18/security-settings-in-penelope-tutorial/
8 Athena Software
Legal notice © 2018 Athena Software. All rights reserved. The information in this document is provided "AS IS" and without warranty of any kind, either expressed or implied, including, but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. This information could contain technical inaccuracies or typographical errors. Changes may be made periodically to the information herein without notice.
This document may contain links or references to products, materials or web sites that are provided by independent third parties either directly or through frames. The availability of such third-party material does not constitute any form of recommendation, endorsement or publication of such third-party material by us. Any concerns that you have about the third-party material should be directed to the relevant third party.
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