An outcome plan can be associated with multiple agreements. An agreement can include multiple clients, multiple signatories, and multiple activities.

Example

James Smith's strengths and needs were assessed and an outcome plan was created to address these needs. Multiple activities were added to the outcome plan. An agreement is created which ensures that James agrees to participate in all of the activities outlined in the outcome plan. The agreement is completed and issued to James for signing.

Technical Notes

An agreement can not be created for an outcome plan that is closed. The creation date and created by fields should be populated by the system using the current program user and current date on creation of a new agreement. The creation date and created by fields should be populated by the system using the current program user and current date on creation of a new agreement. An agreement can only be issued once it has been completed. An agreement can only be signed once it has been completed or issued. An agreement can only be reissued if it has been issued. When reissuing an agreement, a reason must be specified. If an activity exists on an agreement, the activity cannot be cancelled until the activity is removed from the agreement or the agreement is cancelled. It is not permitted to remove a client from an activity if the activity exists as part of an agreement. To achieve this one must either remove the client/activity from the agreement or cancel the agreement. A client cannot be removed where an activity exists for that client on the agreement and no other agreement clients exist on the activity. The user must first remove the activity before they can remove the client. It is possible to cancel an agreement at any stage during its lifecycle, and no constraints exist surrounding the cancellation of an agreement.