Classifications for outcome plan factors define the results that a worker can select from when recording results for a client for that factor. For example, Vulnerable, Engaged, Progressing and Self Sufficient may be the classifications defined for a Housing factor on a self sufficiency plan. When defining an outcome plan factor classifications, the following should be considered:
- How will the factor be classified or rated?
- Is guidance text required for the classification? Guidance provides the worker with extra information that may assist the worker when considering how to address the factor, and may also provide links to external resources if appropriate.
- Are action recommendations required for the factor classification? Recommendations configured for a factor classification will only be displayed on the outcome plan if a client achieves the relevant classification or rating for that factor. The recommendations are displayed in the workspace for that factor on the outcome plan. See Configuring Actions and Recommendations for more information.
- Is there an escalation process for factor classifications that have been marked as priority? If so, the organization can create custom processing, for example, an email notification. The following configuration options can also be set:
- The initial warning number of days before escalation can be set to initialize the warning process customized by the organization. For example, if this option is set to 3, the system may be customized to automatically send a notification to a worker after three days if a factor that is marked as a priority has not been addressed.
- The escalation number of days can be set to initialize the escalation process customized by the organization. For example, if this is set to 10, the system may be customized to automatically send a notification to a supervisor after ten days if a factor that is marked as a priority has not been addressed by a worker.