Advisor

The advisor is a dynamic tool that provides context sensitive tips and reminders to the worker throughout the intake process. It is built upon the Cúram Express Rules (CER) Engine. The advisor analyzes data that is entered (or known if the client was previously registered on the system) and guides the worker towards areas that may require his or her attention. Workers can action a piece of advice by clicking on the link displayed within the advice text. This will then bring the worker to the area requiring attention.

In Cúram Intake, the advisor provides assistance in the following areas:

Intake process

The advisor prompts the worker as to what the next step in the intake process for a particular client could be and provide options based on the client's information.

Evidence capture

The advisor displays issues and reminders during evidence capture. For example, if an application case with missing mandatory data is submitted online by the client, the advisor can display issues for the mandatory data, if configured by the organization.

The organization can configure the rules and text that is displayed in the advisor. For more information see the Advisor Configuration Guide.