Once the dynamic evidence types have been created using the Dynamic Evidence Editor, the evidence types can be associated with the relevant person / prospect person and case types. These associations determine where the evidence can be captured and maintained. For example, if the organization wants to have the ability to capture specific information on the integrated case, they must configure these evidence types to be available on the integrated case.
Whether an evidence type is linked to a product or integrated case determines how it will be used in eligibility and entitlement determinations. For example, an evidence type configured on an integrated case can be used by any product deliveries associated with that integrated case. An evidence type associated to a product delivery may only be used in a determination relating to that specific product delivery. Person / prospect person evidence types can be associated with person and prospect person participant types and any case type if required.
Evidence types can be logically grouped into evidence categories. Examples of evidence categories are expenses evidence and household evidence. Grouping evidence types by category provides an easy way for caseworkers to view and create evidence. Evidence types can also be marked as preferred, indicating that they are commonly-used which provides caseworkers with a quick method to create evidence records for frequently recorded evidence types.
As part of associating evidence, each evidence type must be enabled to share its evidence.
Deciding where to configure the evidence types is an important business decision for the organization. This decision should be made with all citizens in mind and with consideration to how the organization currently operates. For some organizations the integrated case is the central location for products/services to clients. It facilitates capturing information about more than one person, for example, household information can be maintained on an integrated case. Therefore, providing caseworkers with the ability to maintain all the information about a person in one place is practical for the caseworker. They can capture personal or case specific information on the integrated case.