Configuration

Step 1: Login to the Cúram Administration Application.

Step 2: Open the Decision Assist section in the Shortcuts Panel in the Administration Workspace.

Step 3: Click on the New Questionnaire link and complete the information in the dialog opened by entering a name and selecting a type. Note: specifying an apostrophe in the name of the questionnaire is not supported.

Step 4: A tab should be opened for the newly created questionnaire. Use the tab actions menu to release the questionnaire. This must be done in order for the questionnaire to be available in step 22.

Step 5: Use the New Outcome link in the Decision Assist Shortcuts Panel section to add the outcome that will produced from the decision matrix. Enter the outcome name and specify the outcome type in the dialog displayed. For this example, add an Education outcome and a Child Care outcome for this back to work assessment.

Step 6: Log out of the Cúram Administration Application and login to the Cúram System Administration Application.

Step 7: Open the Application Data section in the Shortcuts Panel in the System Configurations.

Step 8: Click on the Code Tables link and select the New button and enter the code table name. In this example, enter the name Child Care Reason for the new code table.

Step 9: Open the new code table just created and add the code table items by selecting New Item from the action menu.

Step 10: On the New Code Table Item modal specify the Code, Description and Sort Order and select the Selectable checkbox.

Step 11: For this example, enter four codetable items for the Child Care Reason code table, 'Child care not needed', 'Child care unaffordable', 'Child care unavailable', 'Child care is subsidized'.

Step 12: Open the code table list and select to Publish the code table changes.

Step 13: Log out of Cúram System Administration Application.

Step 14: Login to the Cúram Administration Application.

Step 15: Open Intelligent Evidence Gathering section in the Shortcuts Panel in the Administration Workspace.

Step 16: Click on the Datastore Schemas link and select the New button and enter the datastore name. This datastore is required to define any new domains (i.e. they don't exist in IEGDomains schema) required for your assessment, for example if new code tables are required for the answers to the assessment questions. Recommend naming this datastore after the assessment and append the text 'Domains', for example, BackToWorkDomains.

Note: A datastore will automatically be created when a CDA question script is created and both the script and datastore are under version control. This generated datastore should just be used to define your entities and attributes; it should not be used to define new domains. Defining your new domains in this datastore created by CDA will result in the domains being repeated when you start creating new versions of the CDA question script and this will result in errors when you attempt to run your script.

Step 17: Open the datastore editor for the newly created datastore schema by selecting the Edit option from the list action menu for the datastore.

Step 18: Add the IEG domains schema by clicking on the Includes link, select the Include Schema button and select IEGDomains from the dropdown presented.

Step 19: Add a new domain by clicking on the Domains link, select the Add Domain button and enter the name of the new domain, select the parent from the parent drop down and expand the Options cluster and enter the codetable name. For the example, enter CHILDCARE_REASON as the domain name, select IEG_CODETABLE_CODE as the parent and enter ChildCareReason as the codetable (as specified in sys admin).

Step 20: Select to save the schema.

Step 21: Use the Shortcuts Panel to navigate to the Outcome Management section. Click on the CDA Assessment Configurations link to open a page displaying a list of the outcome management CDA based assessments configurations.

Step 22: Click on the New link and enter the name for the CDA assessment configuration. Select the CDA questionnaire created in step 3 and released in step 4 (if the questionnaire does not appear in the drop down it is most likely that you have forgotten to release the questionnaire).

Step 23: Click on the Questionnaire link in the newly created row on the CDA assessment configurations list. A new tab representing the questionnaire should be opened.

Step 24: Use the page actions menu to create a new version of the questionnaire.

Step 25: Use the Edit Question Script menu item from the page actions menu to open the IEG Editor in a new tab.

Step 26: Set the following IEG fields to the values in the table below:

If you are dealing with a single page assessment (as is the case here), uncheck the Show Progress Bar and Show Sections checkboxes.

Step 27: Click on the Datastore Editor tab in the IEG Editor and select the Includes tab to view the schemas. A schema will already be created by CDA and this will have the same name as the questionnaire with a version number appended.

Step 28: Add the new domain datastore, BackToWorkDomains, that was just created for the assessment domains by clicking on the Includes link, select the Include Schema button and select the BackToWorkDomains datastore from the dropdown presented. On the includes tab, four schemas should now be displayed, IEGDomains, BaseDomains, the new schema which defines your domains, BackToWorkDomains and the schema created by CDA. The IEGDomains is automatically added as it was already included in the BackToWorkDomains datastore. The IEGDomains should not be modified, the new domain schema, BackToWorkDomains can be modified from here but only to update or add new domains and the schema created by CDA should be used to add the new attributes and entities required for the IEG script.

Step 29: Add the assessment entities to the datastore created by CDA by selecting the Add Entities button. You will need to add a minimum of two entities; Application and Person. These entities must be added for all IEG scripts used by outcome management assessments and should be added to the datastore created by CDA.

Step 30: Make the Person entity a child of the Application entity by selecting the Application entity, right clicking and select Add Child entity. Select the Person entity from the dropdown.

Step 31: Add the following attributes to the Person entity by selecting the Person entity, right clicking and selecting Add Attribute:

These attributes must be added for all IEG scripts used with outcome management assessments.

Step 32: Add the assessment specific entities and attributes, i.e. the attributes required to capture the data entered for your assessment. In this example, we want to capture whether or not the client has basic literacy skills. As this is related to the client, we can add a basicLiteracy attribute of type IEG_BOOLEAN to the Person entity. We also want to capture the client's child care situation. This is also related to the client, so we can add a childCareSituation attribute of type CHILDCARE_REASON to the Person entity. (Note: the IEG_BOOLEAN domain is a domain defined in the IEGDomains and CHILDCARE_REASON is a new domain that we defined in the newly created domain schema i.e. BackToWorkDomains).

Don't forget to save the schema document using the menu item provided by the IEG editor.

Step 33: Set up the IEG script by adding a new section. As this is a one question one page script, there is no need to add a page as one is automatically created for the section. Set the title of this page to 'New Assessment' (when running the assessment in outcome management this will mean that the series of screens used for this purpose have a common title). Set the Person entity as the entity to be used with this page. Add a cluster to the page and set the Person entity as the entity to be used with this cluster. Add a question (Are you able to read and write and do basic math?) to the cluster and set the question attribute to basicLiteracy as below.

Add another cluster to the page and set the Person entity as the entity to be used with the cluster. Add a question (What best describes your child care situation?) to the cluster and set the question attribute to childCareSituation.

Save the script and close the IEG editor.

Step 34: Return to the questionnaire tab opened in step 25. Use the Release menu item from the tab actions menu to release the questionnaire.

Step 35: Return to the list of CDA Assessment Configurations. Select the Add Decision Matrix menu item from the list dropdown menu for the assessment configuration you added in step 24. This opens the Add Decision Matrix dialog. Enter a name, select a type and check the Scoring by Outcome field. If your assessment has multiple outcomes then check the Multiple Outcomes field as well.

Step 36: Click on the Decision Matrix field link in the list for the CDA assessments configuration, to open a tab representing the decision matrix. Select the Edit Matrix menu item from the tab menu to open the decision matrix editor.

Step 37: Click on the Question button in the decision matrix editor. Ensure that the questionnaire entered earlier is selected in the questionnaire dropdown. The questions entered earlier should be displayed in the questions multi-select list. Select both questions to include in the decision matrix.

Step 38: The questions are now displayed in the decision matrix editor. The answer for the question 'Are you able to read and write and do basic math?' is a boolean and the matrix now shows True and False as answers. The possible answers to the question 'What best describes your child care situation?' is based on a code table and the matrix now shows all possible answers.

Step 39: Click on the Options button and Add Score link to add a Scores column to the matrix. Add scores for all answers.

Step 40: Click on the Outcome button and add the outcomes that you defined earlier in step 5 i.e. Child Care and Education. As we are using scoring to determine the result, check the Education Outcome checkboxes for both the True and False answers for the 'Are you able to read and write and do basic math?' question. Check the Child Care Outcome checkboxes for all possible answers to the 'What best describes your child care situation?' question.

Step 41: Validate and Save the changes you have made to the decision matrix. The decision matrix tab should now be open. Use the Release menu item in the tab actions menu to release the decision matrix.

Step 42: Return to the Outcome Management section in the Shortcuts Panel. Click on the Assessment Definitions link to open the list of assessment definitions.

Step 43: Click on the New action to open the dialog below. Enter the name of your assessment and select the assessment configuration created earlier. Select the appropriate categories, in this case Barrier.

Step 44: Click on the name of the assessment you have just entered in the assessment definition list to open a tab for the assessment. Click on the Roles navigation tab and select the New action to add the assessment role. Enter the name of the role, check the Mandatory and Questions Applicable checkboxes.

Step 45: Select the Categories navigation tab. Use the Add Classification menu item from the page actions menu to add two classifications, Strength and Need, for the Barrier category.

Step 46: Open the Factors tab and use the New page menu item to add a new factor. Click on the name link of the factor entered to open a tab representing the factor.

Step 47: Select the Map CDA Outcome tab menu item to open a dialog allowing you to select the CDA outcome defined earlier.

Step 48: Click on the Classifications navigation tab and use the Edit menu item in the list dropdown menu to set the appropriate range for both of the classifications. In this simple example, the range for the strength classification that equates to an answer of yes to the question regarding basic literacy, is set to from 1 to 1 (a value of 1 is returned from the decision matrix in response to an answer of yes to the question). Similarly, the range for the need classification is set to from 0 to 0 as a value of 0 is returned in response to an answer of no to the question.

Step 49: Return to the Outcome Management section in the Shortcuts Panel. Click on the Outcome Plans link and select the New action from the page opened. Enter the name of the outcome plan, in this case Back To Work, and save the changes.

Step 50: Return to the assessment definition tab opened earlier in step 45. Click on the Cases navigation tab and select the Add page link. Select the outcome plan added in the previous step from the list presented. You assessment is now available to be used from within outcome plans of this type.