The Case Plan Wizard in Nonprofit Cloud Case Management is a tool that allows caseworkers to quickly build a customized care plan for a participant. To make this "wizard" efficient and automated, the underlying "templates" must be set up beforehand.
Required Pre-configuration:
To "assign a group of services" effectively through the wizard, the consultant must ensure that the Program record is populated with:
Goals: These are the objectives the client wants to reach. In the wizard, the caseworker can select from these pre-defined goals rather than typing them from scratch.
Action Item Templates: These are the specific tasks or "steps" required to reach a goal. By creating Action Item Templates and linking them to a Goal within a Program, the consultant enables the "grouping" logic. When a caseworker selects a Goal in the wizard, the associated Action Items automatically appear as suggested tasks.
Workflow for the Consultant:
Navigate to the Program record.
Use the Goals related list to create standard goals for that program.
Use the Action Item Templates related list to define the repeatable steps for those goals.
Ensure the Case Plan Wizard component is added to the Contact or Case record page.
Why other options are insufficient:
Option A and B: If you only have Goals or only have Action Items, the wizard loses its primary value of providing a "ready-made" plan for the caseworker.
Option D: A "New Case Plan" is the result of using the wizard, not a prerequisite for the wizard's configuration.
