The use of standard forms in Data Discovery

Noted uses a collection of data domains and standard forms to classify and organise the data points you collect. This helps you get the most out of your data in Data Discovery. The below table gives you an overview of the different standard forms you can have.

Standard form	Definition/Usage
Activity session	An activity session is a limited time interval during which one or more workers do work with, or on behalf of, a Client, Whanaunga āwhina or Group.
Observations and evaluation form	Records observations and evaluations. It's used together with an Activity session form. • Observations are things noticed about the Client by the worker, the Client or people around them. They can be factual (objective) or opinion-based (subjective). • Evaluations are when a worker uses those observations to rate the Client's Wellbeing aspect levels.
Comprehensive assessment	Works like the Observations and evaluation form but lets you collect data over time. Use it when a full assessment is too long to finish in one sitting.
Assessment tool	Records screenings. One tool can include several sub-screenings.
Contingency plan	Records contingency plans, safety plans and similar plans.
Client descriptor(s)	Records extra Client profile information that the standard Client profile doesn't cover. You can make this information visible only to certain teams.
Request	Records requests a team sends to other teams in the organisation or to outside organisations.
Team pathway	Tracks a Client/Whanaunga āwhina journey with a team. It moves through set statuses that mark key milestones, like the first contact or the discharge. It starts as soon as the team begins working with them, even if that's just planning the first meeting. It ends when the team's work is finished, for example at discharge.
Wellbeing pathway	A plan of actions to assess or improve a given wellbeing aspect(s), showing which actions are done. It has two phases: • Formulation: the plan is created. • Completion: the actions are carried out. Review the plan during this phase to check that it's still right for the Client, or whether a new one is needed. At the end, review the Wellbeing aspect to see if the plan worked.
Financial pathway	Tracks how approved funding is paid out, including follow-ups with the requester or the Client/Whanaunga āwhina. It moves through set statuses that mark milestones as the money is paid out. It starts when a funding request is approved and ends when all funds are paid and no more follow-ups are needed.