Recording a Client's Life Event

The worker can choose to create a new life event from the list of available life events, or a life event can be created from the advisor. A description of the category and the life event are provided so that the worker can identify which life event will provide the information they need.

When selecting to capture a life event, the worker is presented with a guided set of questions. When the details of the life event have been captured, they are transmitted to the relevant case(s), if they exist, via the evidence broker. The case owner decides whether to apply the changes to the client's case.

Note: The system transfers the updated evidence to any case that is configured by the agency to receive updates from the evidence broker when a life event is reported. For more information on the evidence broker, see the Cúram Evidence Broker Guide.

Based on the answers a client provides about the life event, a number of recommendations are displayed.