For a nonprofit organization providing case management and requiring automatic scoring of clients based on various factors like age, income, and health conditions, along with automating the creation and assignment of follow-up tasks, the best combination of functions is Engagement Plans and Levels.
Engagement Plans: These are used to automate the creation of tasks and follow-up activities based on predefined templates. This feature ensures that specific tasks are generated and assigned to relevant staff members as soon as certain criteria are met.
Steps to Set Up Engagement Plans:
Navigate to the "Engagement Plans" tab in NPSP.
Create a new Engagement Plan Template, defining the tasks and follow-ups that should be created.
Specify the conditions under which this Engagement Plan should be triggered (e.g., a new client intake).
Assign the Engagement Plan to the appropriate client records.
Levels: These are used to categorize clients (or any other records) based on numeric values or other criteria. In this case, Levels can be used to automatically assign a score to each client based on their age, income, and health conditions.
Steps to Set Up Levels:
Navigate to NPSP Settings > Levels.
Create a new Level, specifying the criteria for each level (e.g., age range, income bracket, number of health conditions).
Define the actions that should be triggered when a client reaches a specific level.
By using Engagement Plans and Levels, the nonprofit can automate both the scoring of clients and the creation of follow-up tasks, ensuring a streamlined case management process.
Reference:
CertGod Nonprofit Cloud Consultant Guide: