Guidance is guideline text or help text that is used to assist a caseworker in addressing needs identified during the assessment of factors. For example, guidance can be provided which suggests that a caseworker can address a factor by creating particular services for clients. Two configuration settings are provided that allow administrators to specify how pre-defined guidance text is displayed for an assessment: the Display Guidance indicator and the Guidance Result Cluster.
When the Display Guidance indicator is selected, a guidance results cluster is displayed on assessment results page and a guidance tab is displayed on the assessment home page. Clicking on the guidance tab displays the guidance text defined for a factor classification or factor classification sub division. If the Display Guidance indicator is not selected, the guidance results cluster and guidance tab are not displayed in the caseworker application.
The Guidance Results Cluster setting allows administrators to specify whether the guidance results cluster displayed on the assessment results page will be open or closed when the assessment results are displayed. When the guidance results cluster is set to 'Open', the cluster will be automatically expanded when the assessment results are displayed. This allows the caseworker to see all of the guidance text defined for a factor classification or factor classification subdivision.
When the guidance results cluster is set to 'Closed', the guidance text defined for the factor classification or factor classification sub division will be hidden when the assessment results are displayed. The caseworker must manually expand the cluster to view the guidance text.
Selecting to open or close the guidance results cluster depends on the amount of guidance text that has been defined for an assessment. For example, if a lot of guidance text has been defined for an assessment, it may be appropriate to close the guidance results cluster to preserve space on the assessment results page.