Table Description
PlannedGroup: A grouping of sub-goal(s) and other plan group(s) within a service plan.

A plan group is created by a user as a means of logically grouping related sub-goals on a service plan. It is also possible to add a plan group to other plan groups, further extending the flexibility of the service plan structure.

Example

A case worker creates a Return to Work service plan for participant Linda Smith as she has recently become unemployed. A Self Sufficiency 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 contains the Childcare sub-goal to meet Linda's need to have care for her dependents and the Transportation sub-goal to overcome Linda's barrier preventing her from gaining Sustainable Employment. The Mileage Reimbursement and Childcare Provision plan items are added to these sub-goals to achieve the service plan goal.

Model Details
Location in Model: Logical View::MetaModel::Curam::ServicePlans::Service Plan Deliveries::PlannedGroup::Entity::PlannedGroup
Controlling File: ServicePlans\model\Packages\Service Layer\Service Plan Deliveries\PlannedGroup\Entity\Entity_cat.efx
Table Options
ALLOW_OPTIMISTIC_LOCKINGyes
Attributes (10)
AttributeStereotypeNullableDescriptionDomain DefinitionCodetableDDL Type
plannedGroupIDkeynoUnique reference number assigned by the system to a plan group record.PLANNED_GROUP_ID SVR_INT64
plannedGoalIDdetailsnoUnique reference number of the planned goal to which this plan group belongs.PLANNED_GOAL_ID SVR_INT64
parentGroupIDdetailsyesUnique reference number of the parent plan group.PLANNED_GROUP_ID SVR_INT64
namedetails Name of the planned group.PLANNED_GROUP_NAME SVR_STRING<50>
commentsdetails User entered remarks regarding the plan group.COMMENTS SVR_STRING<300>
actualStartDatedetails Date on which the plan group commenced.CURAM_DATE SVR_DATE
actualEndDatedetails Date on which the plan group ended.CURAM_DATE SVR_DATE
expectedStartDatedetails Date on which the plan group was expected to start.CURAM_DATE SVR_DATE
expectedEndDatedetails Date on which the plan group was expected to end.CURAM_DATE SVR_DATE
createdOndetails  CURAM_DATETIME SVR_DATETIME
Indices (2)
Index NameAttributes
indxParentGroupPGparentGroupID
indxPlannedGoalPGplannedGoalID
Operations (32)
OperationStereotypeOptionsDescriptionSQL
insertinsertAUTO_ID: plannedGroupID
PRE_DATA_ACCESS: yes
Standard Operation 
readread Standard Operation 
modifynsmodifyOPTIMISTIC_LOCKING: yes
PRE_DATA_ACCESS: yes
  
removeremovePRE_DATA_ACCESS: yes
Standard Operation 
searchByCaseIDnsmulti Returns plannedGroupID, name, start date and end date of all existing planned groups of specified CaseID.SQL
readMinStartAndMaxEndDatesns Returns the minimum actual start and expected start date and the max actual and expected end date for all sub goals of this planned group.SQL
searchDetailsByPlannedGoalIDnsmulti Selects all parent Planned Groups for adding to the baseline plan content list.SQL
searchChildGroupsForBaselinensmulti Returns plannedGroupID, parentGroupID, planned group name, start date, and end date of all existing groups of the specified planned group. SQL
readCaseIDByPlannedGroupIDns Reads the caseID for specified planned group.SQL
validateInsert    
validateModify    
validateRemove    
countChildGroupsns Counts the number of child groups for a planned group.SQL
readNamensread Reads the planned group name. 
readVersionNoAndCommentsnsread Reads the planned group version number for updates. 
countByNamens Counts the number of planned groups with the name specified and idSQL
searchChildGroupsByParentGroupIDnsmulti Reads child groupsSQL
searchByPlannedGoalIDAndParentGroupIDreadmulti Reads all records that have planned goal and parent group specified. 
searchByParentGroupIDreadmulti Reads planned groups by planned group ID. 
searchByPlannedGoalIDAndNoParentGroupreadmultiWHERE: PlannedGroup.plannedGoalID = :plannedGoalID AND PlannedGroup.parentGroupID IS NULL
Reads planned groups with no parent group for a planned goal. 
searchByCaseIDNoGroupnsmulti Reads planned group details for comparison when planned group is not associated with another group.SQL
searchByCaseIDAndGroupnsmulti Lists planned group details by caseID and parent group ID.SQL
reCalculateDates  Calculates the dates and if changes updates either the planned goal or the planned group if a parent group exists or not. 
readPlanGroupMaxAndMinDatesForSpecificPlannedGroupns reads the min and max for all planned groups for a specified parent planned group.SQL
modifyDateRangensmodifyPOST_DATA_ACCESS: yes
Modifies the dates for a specified planned group. 
readPlanSGMinAndMaxDatesForPlanGroupns Reads the min and max dates for all subgoal for who have a specific plan group set as their parent group id.SQL
searchChildGroupDetailsForGanttnsmulti Returns a list of Planned Groups for a specific Parent group for the tracking gantt.SQL
searchChildSubGoalDetailsForTrackingGanttnsmulti Reads a list of all sub goal details for a specific Planned Group.SQL
searchPlannedGroupsOnGoalForGanttnsmulti Returns a list of all groups for a specified goal that does not have a parent group id set.SQL
countPlannedItemsOnGroupsByPlannedGoalns Counts all planned items on planned groups based on planned goal.SQL
readPlannedGoalIDByPlannedGroupnsread Reads the planned goal by planned group. 
countByNameAndPlannedGoalIDns Counts the number of planned groups based on the name and planned goal.SQL
Related Pages (34)
Cost (IntegratedServicePlan_cost)
Tracking Gantt (IntegratedServicePlan_trackingGantt)
Add Plan Group (ServicePlanDelivery_addPlannedGroup)
Approve Service Plan (ServicePlanDelivery_approve)
Compare Baselines (ServicePlanDelivery_baselineComparisonGantt)
Clone Service Plan (ServicePlanDelivery_clone)
Costs (ServicePlanDelivery_cost)
New Baseline (ServicePlanDelivery_createBaseline)
Delete Plan Group (ServicePlanDelivery_deletePlannedGroup)
Delete Plan Group (ServicePlanDelivery_deletePlannedGroupFromGantt)
Service Plan Home: (ServicePlanDelivery_home)
Home (ServicePlanDelivery_home1)
Service Plan Home (ServicePlanDelivery_homeTransaction)
View Plan Group Details (ServicePlanDelivery_listGroupItems)
View Plan Group Details (ServicePlanDelivery_listGroupMilestones)
Plan Content: (ServicePlanDelivery_listPlanContent)
Plan Content (ServicePlanDelivery_listPlanContentForSP)
Edit Plan Group (ServicePlanDelivery_modifyPlannedGroupFromGantt)
Edit Plan Group (ServicePlanDelivery_modifyPlannedGroupFromList)
Edit Plan Group (ServicePlanDelivery_modifyPlannedGroupFromView)
Add Plan Group (ServicePlanDelivery_newPlannedGroup)
Select Baseline for Comparison: (ServicePlanDelivery_selectBaselineForCompare)
- (ServicePlanDelivery_servicePlanTabDetails)
Submit Service Plan (ServicePlanDelivery_submit)
Tracking Gantt (ServicePlanDelivery_trackingGantt)
Use Service Plan Template (ServicePlanDelivery_useTemplate)
View Plan Group Details (ServicePlanDelivery_viewPlannedGroup)
Plan Group Details (ServicePlanDelivery_viewPlannedGroupFromGantt)
Service Plan Home: (ServicePlanDeliveryDetails_home)
Cost (ServicePlanGroupDelivery_cost)
Service Plan Group Home (ServicePlanGroupDelivery_home)
Service Plan Group Home (ServicePlanGroupDelivery_homeActiveOnly)
- (ServicePlanGroupDelivery_tabDetails)
Tracking Gantt (ServicePlanGroupDelivery_trackingGantt)