When a baseline is created, the service plan goal, plan groups, sub-goalsand plan items present on the plan are recorded. Baselines can be automatically created by the system at specific points in the delivery of a service plan to a client and may also be manually created by the user. Baselines can be created automatically by the system when a service plan is submitted for approval and on plan approval. Automatic baselines are controlled by an environment variable that allows the customer to enable/disable this processing according to requirements. This entity holds the expected and actual start and end dates of any plan groups present on a service plan at the time the baseline was created.

Example

A case worker creates a Return to Work service plan for participant Linda Smith as she has recently become unemployed. A Sustainable Employment goal is selected for this service plan. Linda Smith is unable to pay for transport to get to work and also needs assistance paying for childcare. A plan group is created which will contain a Childcare sub-goals to meet Linda's need to get care for her dependents and a Transportation sub-goal to overcome her transportation barrier preventing her from gaining sustainable employment. The Mileage Reimbursement and Childcare Provision plan items are added to the service plan to achieve the service plan sub-goals.

The service plan is submitted for approval and a submission baseline is created. The baseline planned group entity stores the details of the plan group(s) present on the service plan at the time the baseline was created.