Purpose

The new Needs Identification (NI) combines the previously existing Initial Contact-reporting purposes with the Needs Identification as was tested using the Common Holistic Assessment (CHA)-information collection under domains. The new NI can be done anonymously then attached to a registered individual, or simply completed and ‘filed’ for reporting. The new NI can also be done from an existing registered individual within the Common Outcome Plan (COP).

Procedure

Anchor Point: Anonymous Needs Identification or Needs Identification in Common Outcome Plan

1. Select the drop down toggle beside  the Outcomes and Next Steps heading
   Outcomes
2. Select all the outcomes that apply to the conversation.
   Next Steps
3. Enter Next Steps the Individual was given to complete
   
   Note: If Application Forms Provided is selected in Outcomes, the Next Steps entered could be which applications the individual was given
   
   Note: An NI contains the same fields regardless if it is Anonymous or within a Common Outcome Plan, and is completed following the same processes for completing the domain, needs, pathways, outcomes and next steps for the New Needs Identification
   
   
4. Select Finish and see 1.5 Finish Anonymous NI and 1.6 Finish NI in COP
   

Mandatory Fields

• At least one outcome must be selected
• Multiple Outcomes can be selected
• Next Steps can be printed for the Individual (see 8.2 Print-Next Steps v1.4)
  
  

Related Information

User Guide:

• 1.1 New NI-Access v1.4
• 1.2 New NI-Domain Section v1.4
• 1.3 New NI- Section v1.4
• 1.5 New NI-Finish Anonymous NI v1.4
• 1.6 New NI-Search and Register Anonymous NI v1.4
• 1.7 New NI-Finish NI in Common Outcome Plan v1.4
• 1.9 New NI-View NI History Details v1.4
• 1.10 New NI-Copy NI to CHA v1.4
• 8.2 Print-Next Steps v1.4

Procedure:

• Needs Identification