An assessment may be run for one or more clients, or for a group of clients. For example, a Child Strengths and Needs assessment may be run for clients that satisfy the role of Child on the outcome plan. A Family assessment may be run for a Family group, which includes all of the clients on the outcome plan. The organization must decide if the assessment is role-based or group-based. If group-based is selected for the assessment definition, the group name must also be entered. This impacts the behaviour of the assessment as follows:
- If the assessment is defined as group-based, the assessment questions are only asked once of the entire group of clients.
- If the assessment is defined as role-based, the questions are asked of one or more of the roles specified. It is possible to specify for each role configured whether questions are applicable to clients satisfying that role.
- If the assessment is role-based, then the organization can specify whether role changes are allowed for reassessment. When the Role Change Allowed indicator is selected, the Select Clients and Roles page is displayed to the worker on reassessment so that the worker can change the roles for the assessment. If the Role Change Allowed indicator is not selected, the Select Clients and Roles page will not be displayed on reassessment.