The organization must identify the factors across which a client is assessed. The factors defined are the areas that the organization wants to measure clients against in order to determine the most appropriate actions to help the clients meet their goals. The assessment displays the results for the factors assessed, and based on the client results for the factor, actions are recommended to the client. The main considerations when adding factors to an assessment are discussed in the following sections.
When the factor has been created, additional items that can be configured, include classification subdivisions, guidance text, and recommendations. Recommendation configuration options are described in the next chapter.