Editing Hauora Assessment & Goal Plan

= Hauora Assessment & Goal Planning Tool =

== Overview ==
The Hauora Assessment and Goal Planning Tool is a structured, culturally responsive process used within Kotahi to assess client wellbeing and co-create meaningful goals. It draws on models such as Te Whare Tapa Whā and Pacific wellbeing frameworks, supporting holistic engagement across multiple domains of life.

This tool supports:
* Strengths-based assessments
* Culturally meaningful outcome tracking
* Client-led goal setting
* Progress monitoring across services

== Purpose ==
* To assess a client or whānau member’s overall wellbeing across multiple domains
* To identify aspirations and co-develop goals with clear, measurable outcomes
* To inform service delivery and enhance reporting accuracy
* To track client progress from entry to exit through visual and narrative tools

== Hauora Domains ==
Domains represent key areas of wellbeing. Each domain contains:
* '''Outcome Areas''' – specific themes within a domain
* '''Outcomes''' – measurable results used for tracking change

=== Example Domain Structure ===
; Domain: Financial Security  
: Outcome Area: Basic Needs  
:: Outcome: Able to afford food and housing  
: Outcome Area: Future Planning  
:: Outcome: Has emergency savings or plan  

Domains may include:
* Whānau / Family Relationships
* Cultural Identity and Belonging
* Physical Health
* Mental and Emotional Wellbeing
* Spiritual Wellbeing
* Safety and Protection
* Education and Employment
* Financial Wellbeing
* Housing and Environment
* Social Connection
* Self-Determination and Autonomy

== Setting Up Domains (Admin) ==
Admins can define and customise domains via:
# Go to '''Configuration Menu''' → '''Hauora Domains'''
# Create a Domain → Add Outcome Areas → Add Outcomes
# Ensure each item is marked '''Active''' and logically grouped

Each Domain can contain multiple Outcome Areas and Outcomes, which can be linked to client goals.

== Building the Assessment ==
To create an assessment:
# Go to '''Hauora Assessment Types'''
# Create a new type and assign it to relevant services
# Link it to existing Domains
# Add custom questions per Domain (with help text if needed)
# Publish the assessment for staff to use

== Completing the Assessment (Staff) ==
* Staff access the '''Hauora Assessments''' tab on a client’s profile
* Select '''Create New Hauora Assessment'''
* For each question:
** Select alignment level (Strongly Disagree to Strongly Agree)
** Add optional notes
* Use the domain summary area to reflect on overall insights

Scoring is visualised using percentages and a spider graph, showing baseline and follow-up assessments side by side.

== Creating the Goal Plan ==
After completing an assessment:
# Navigate to the '''Hauora Goal Plans''' section
# Click '''Create Plan'''
# Enter client aspirations (free text)
# Add one or more Goals:
## Description
## Start and Due Dates
## Service
## Domain → Outcome Area → Outcome 
# For each Goal, add Actions:
## Assign staff or whānau responsibility
## Set timeframes and tasks
## Link to relevant whānau if needed

== Reviewing and Updating Plans ==
* To review a goal or action: double-click the item
* Update status, notes, and review date
* Save changes to track progress
* Visual indicators show goal and action completion

== Reports and Oversight ==
* Staff can view client summary pages with assessment and goal plan data
* Managers have admin-level reporting access to view:
** Overdue goals
** Staff activity
** Client engagement across domains