Description
This page allows you to create a plan item as part of Cúram Service Planning Administration. Plan items are the fundamental building blocks of a Cúram Service Plan. They are the benefits, services, and activities that are added to a service plan in order to achieve the service plan goal. The administration component allows you to define and configure plan items, thus making the plan items available to a service plan delivery. Once a plan item has been configured, it can be linked to sub-goals within the Cúram Service Planning Administration component.
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Fields
LabelTypeDescriptionMandatory
ReferenceREFERENCE_NUMBERReference of the plan item record. No
TypePLAN_ITEM_TYPE_CODEThis is the type of plan item, e.g., Support Service, Participant Activity, Organization ActivityYes
NamePLAN_ITEM_NAME_CODEThe name of the plan item. This is a code table value (see "Code Tables" in the Cúram Administration Guide).Yes
Non-Editable NameCURAM_INDICATORThe indicator to denote if the plan item name is editable or non-editable.No
CostPLAN_ITEM_COSTThe cost of the plan item to the organization. The plan item cost can be derived from a fixed cost as configured when creating plan items in Service Plan Administration. This is especially relevant to plan items whose cost does not change from service plan to service plan. Note that the plan item cost can also be derived from the actual cost of delivering the plan item as entered by a caseworker or it can be calculated based on the cost of an associated product delivery. As such, if the cost is configured for the plan item, then you cannot select "product delivery" in the Associated With field below.Yes
Guidance URLPLAN_ITEM_GUIDANCE_URLThe URL which has information relating to the plan item.No
Associated WithPLAN_ITEM_ASSOCIATED_TYPE_CODEThe administrator can associate the newly created plan item with an existing product delivery by selecting from this drop-down list. By selecting "product delivery", you are indicating that the cost of the plan item is to be derived from the cost of the product delivery. As such, "product delivery" cannot be selected here if there is a cost configured for the plan item.No
Task ConfigurationPLAN_ITEM_TASK_CONFIGURATION_IDThe task to be created for Planned Item.No
ServiceASSOCIATED_ITEM_IDIndicates the service for this plan item typeNo
Approval Details
LabelTypeDescriptionMandatory
Approval SIDSERVICE_PLAN_SECURITY_IDENTIFIERThe SID a user must have to approve this plan item. This is only relevant if approval is required for the plan item.No
Approval RequiredPLAN_ITEM_REQUIRES_APPROVAL_INDCheck-box indicating whether approval is required. If you select that approval is required, then the plan item will need to be manually approved, rather than approved as part of the overall service plan.No
Service Unit Details
LabelTypeDescriptionMandatory
TypeUNIT_TYPEIndicates the type of unit to which the plan refers e.g. visits, tablets.No
Authorized Unit(s)AUTHORIZED_UNITSIndicates the authorized number of units for the plan item e.g. 6 physiotherapy visits.No
Maximum Unit(s)MAXIMUM_UNITSIndicates the maximum number of units allowed for the plan item e.g. 9 physiotherapy visits.No
Modify Authorized SIDSERVICE_PLAN_SECURITY_IDENTIFIERThe SID a user must have to change the authorized units.No
Associated Page Details
LabelTypeDescriptionMandatory
Create Page NamePAGE_NAMEThe name of the Cúram JSP to create the plan item.Yes
Create Page Plan Item ID Parameter NamePARAMETER_NAMEThe name of the plan item ID parameter to the create page.Yes
Create Page Sub Goal ID Parameter NamePARAMETER_NAMEThe name of the sub goal ID parameter to the create page.Yes
Modify Page NamePAGE_NAMEThe name of the Cúram JSP to modify the plan item.Yes
Modify Page Plan Item Parameter NamePARAMETER_NAMEThe name of the modify plan item parameter to the modify page.Yes
View Page NamePAGE_NAMEThe name of the Cúram JSP to view the plan item.Yes
View Page Plan Item Parameter NamePARAMETER_NAMEThe name of the view plan item parameter to the view page.Yes
Description
LabelTypeDescriptionMandatory
DescriptionDESCRIPTIONFree text description of the plan item.No
Links and Actions
Page Level Actions
LabelDescription
CancelThe Cancel action dismisses the page.
SaveThe Save action creates a new record from the information entered on the page.
Messages
When page is loaded
None
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
A plan item with the name specified already exists. Plan Item name must be unique.LinkNo
A plan item with the reference specified already exists. Plan Item reference must be unique.LinkNo
A row identifier cannot be null.LinkNo
A service can only be associated with a Service Plan Item type.LinkNo
Authorized Units cannot be entered as a Unit Type was not selected for this Plan Item.LinkNo
Authorized Units must be greater than zero.LinkNo
Business Process class %1s for plan of type %2c is not assignable to type %3s.LinkNo
Entity manager not found.LinkNo
Exception instantiating hook for plan of type %1c : %2s.LinkNo
Maximum Units cannot be entered as a Unit Type was not selected for this Plan Item.LinkNo
Maximum Units must be greater than zero.LinkNo
No database access is allowed at this point.LinkNo
Only Service Plan Item or Custom Service Plan Item types can be associated with a Service.LinkNo
Plan Item type code must be specified.LinkNo
Record not found for key '%1s'.LinkNo
The Authorized Units cannot be greater than the Maximum Units.LinkNo
The cost cannot have a negative value the amount must be zero or more.LinkNo
The create page must be specified.LinkNo
The create page plan item ID parameter must be specified.LinkNo
The create page sub goal ID parameter must be specified.LinkNo
The login ID %1s does not map to a user name.LinkNo
The modify page must be specified.LinkNo
The modify page parameter must be specified.LinkNo
The name must not be blank.LinkNo
The view page must be specified.LinkNo
The view page parameter must be specified.LinkNo
This record has been changed by another user. Please refresh and try again.LinkNo
Unknown row mode.LinkNo
Related Entities
When page is loaded
None
When page is submitted
LocalizableText
PlanItem
TextTranslation
Technical Information
Page IDServicePlanAdmin_createPlanItem
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\ProviderServicePlan\Service Plans Admin\SubGoals\ServicePlanAdmin_createPlanItem.uim
Page Load Interface
Page Submit InterfaceProviderServicePlan.addProviderPlanItem1
Linked From PagesSearch For Assessments (Assessment_searchAssessmentConfiguration), Plan Items (ServicePlanAdmin_listPlanItems)