One or more categories can be specified for each assessment definition. An assessment is made up of one or more factors. These factors are categorized in order to determine the applicable classifications for the assessment. Examples of categories include Need and Barrier. A Need category may consist of factors such as Income and Housing i.e. Something that clients need. A Barrier category may consist of factors that prevent a client or family's progress in achieving something. Examples of Barrier factors may include substance abuse, domestic violence, cultural identity.
There are two steps to category configuration. An administrator must first add the new categories to the category code table and then associate one or more of these categories with an assessment definition.