Defining Roles for an Assessment Definition

The required roles must be added to the assessment definition after it is created. Roles are defined for role and group-based assessments.

For role-based assessments, the questions asked in the assessment are applicable to one or more clients satisfying defined roles. It is possible to configure for a particular role whether questions should be asked of the client satisfying that role.

For a group-based assessment, the questions asked are not applicable to a specific role, instead questions are asked for the entire group. However the clients who satisfy the specified roles may be captured for information purposes.

Role configuration options dictate the validations that are displayed to a worker when selecting roles for an assessment. For example, if the role of Primary Caregiver for a Caregiver Strengths and Needs assessment is defined as mandatory, a validation will be displayed to a worker if a client is not selected to satisfy the Primary Caregiver role at the start of the assessment. The following considerations should be taken into account when specifying these options:

• Can multiple clients on the outcome plan satisfy the role during an assessment? For example, all of the children on an outcome plan could satisfy the role of Child for a Caregiver Strengths and Needs assessment.
• Which, if any, of the roles are mandatory? If a role is mandatory it means that at least one client must be specified for the role before the assessment can be carried out by a worker. Note that if none of the roles are defined as mandatory, the worker must select at least one client to satisfy one of the roles before carrying out the assessment.
• Are the assessment questions applicable to a role? If it is specified that the assessment questions are not applicable to a configured role, then the questions will not be presented for the client fulfilling that role during the assessment. For example, the assessment questions for a Caregiver Strengths and Needs assessment may be applicable to the caregivers, but not the children. The children may still satisfy the role of Child on the assessment, however no questions are asked of them.