The organization must identify the actions that will be available to a worker to add to an outcome plan. As described previously, the organization can also set a configuration option on the outcome plan that dictates whether a worker can add an action that is not pre-configured to an outcome plan.
The main considerations when configuring actions are as follows:
- Is there a cost associated with the action? If so, what is the cost and/or cost model? For example, an action of Using A Bus Pass may have a once off cost associated with it (i.e., the purchase price of the bus pass).
- Can multiple clients participate in the same action? For example, an action of Parenting Course may be associated with one or more parents or caregivers.
- Is there a requirement to record client participation on the action? For example, an action to Attend Adult Education Class may require the client to attend an adult education class once a week, and the organization may want to track that participation.
- Who has responsibility for the action - the worker creating the action, any worker, the client, or either the worker or the client?
- Who will the owner of the action be - the worker creating the action or any worker?
- Does access to create and modify the action need to be limited to specific users?
- When adding an action to an outcome plan, the worker has the option to check the client,s availability and view a list of the other actions that the client is undertaking. The organization has the option to exclude an action from the availability check. For example, an action of Bus Pass will not impact on a client's availability for other actions, therefore the organization may wish to exclude it from the check.