Editing Field standardisation (section)

==Background==
[[Kotahi]] allows us to create new activities/forms and define custom fieldnames as needed.

Before our use of Kotahi activities expands too much, this article outlines naming conventions as well as standard field names for similar items occurring across different forms.

For context, work was undertaken during 2024 to try and streamline the number of contact types available for use in Aiga. Note that this single field was used to capture what we have 3 fields for in Kotahi:
# Type
# Location
# Method.

The agreed contact list after this exercise is copied here for posterity:

{| class="wikitable sortable"
! Contact type || Meaningful || Definition
|-
| Administrative || N || <ul><li>Email correspondence</li><li>Booking appointments</li><li>Data entry</li><li>Phone calls</li><li>Phone call – no answer</li><li>Uploading consent forms and approvals</li></ul>
|-
| Advocacy || Y || Supporting Client for external appointments, e.g. <ul><li>MSD</li><li>Hospital</li><li>FGC</li><li>OT</li><li>Family Court</li><li>Translation</li><li>Kainga Ora</li><li>Housing Providers</li><li>Youth Providers</li><li>Inter Agency Talanoa</li><li>Externally Referred Follow Up</li></ul>
|-
| Assessment || Y || <ul><li>Initial phone call assessment for all referrals</li><li>Face to face Talanoa</li><li>Talanoa Phone Session</li><li>School Visit</li><li>Financial Requests</li><li>Covid Support</li><li>Budgeting</li><li>CC Assessments</li><li>CSIQ Assessment</li><li>Initial needs Assessment</li></ul>
|-
| Care plan || Y || <ul><li>Family Harm Intervention</li><li>Goal Setting</li><li>Safety Plans</li><li>Internal/External Referrals (action plan)</li><li>Housing</li><li>CV</li></ul>
|-
| Care plan review || Y || Goal Plan Review
|-
| Case review || Y || <ul><li>Whanau Resilience</li><li>BAU</li><li>CC</li><li>ISR Follow ups</li></ul>
|-
| Cold calls || Y || Home visit – no answer
|-
| {{#fas:ban fa-fade}} Consent || Y || Do Not Use
|-
| Discharge || N || <ul><li>Exiting the service</li><li>Graduating</li><li>Secured Employment</li><li>Not Contactable</li></ul>
|-
| Group session || Y || <ul><li>All workshops (BFC, Ready to Rent, T2I)</li><li>Promotional Service Events</li></ul>
|-
| {{#fas:ban fa-fade}} Home Visit || Y || <ul><li>Home Visit Talanoa</li><li>Le Va Sessions</li><li>Talanoa Sessions</li><li>ISR Wellbeing Check Ins</li><li>CSIQ</li><li>CC Food Delivery</li></ul>
|-
| {{#fas:ban fa-fade}} Hui/Whanau || Y || Whanau Sessions
|-
| {{#fas:ban fa-fade}} Immunisation || Y || Do Not Use
|-
| {{#fas:ban fa-fade}} Network Meeting || Y || All employer and stakeholder online and face to face meetings
|-
| {{#fas:ban fa-fade}} Other || Y || <ul><li>Food Shopping</li><li>Doctors appointments</li><li>Documentation Support</li><li>Establishing Partnerships</li><li>Supporting Internal Events</li></ul>
|}