Using Guidance Text

Guidance is help text and links to useful resources that is used to assist a case worker on how to proceed when a client achieves a particular score or classification when assessed. For example, specific guidance can be defined in the event that a client scores -1 for a factor of substance abuse. Guidance text is only displayed with the results if it has been defined for the factor as part of administration.

The guidance text that is displayed depends on the result achieved and the guidance text that is defined in administration. Guidance text can be defined for a particular classification, for example, guidance text can be defined for a classification of Need (0 to 5) such that a client scoring a value between 0 and 5 will result in guidance text defined for that range to be displayed.

Guidance text can also be defined at a more granular level for a particular value within a range. For example, it can be defined for a score of 1 within the classification of Need (0 to 5) such that a client scoring a value of 1 will result in the guidance defined for that score being displayed. Guidance defined at the more granular level takes precedence over any guidance defined at the classification level.

The system automatically keeps a record of the assessment guidance details for the assessment result for each assessment and subsequent reassessments. This ensures that the guidance displayed on assessment history records is the same as the guidance that was displayed when the assessment was originally run.