Reviews are normally undertaken on a regular basis, for example, a review can take place every 90 days. The first review however can be undertaken shortly after plan creation to ensure that any issues a client is experiencing can be dealt with early in the planning process. To cater for this, each type of outcome plan can be configured to define the number of days after which the plan is created that the first review should occur. In addition, a review frequency can then be specified that defines when subsequent reviews need to be undertaken. Based on this configuration, a next review date is displayed for each outcome plan to inform the case worker when a review should be undertaken.
The process begins with the case worker creating a review on the system and specifying a period which is being reviewed and an expected completion date. The case worker can also specify the type of review. Once the review is open any action to add, complete or review a goal, expected outcome or activity is associated with the review. This association means the case worker will always be able to identify the changes made to an outcome plan as a result of a particular review as there can only be one review open at any given time.
The expected completion date can subsequently be updated by a case worker and a history of changes to the expected completion date is recorded. A textual narrative of the review can be recorded as well as review notes.