Statement of Outcomes Report Measures Criteria

The selection criteria for this report include a list of teams (grouped by contract) and a date range. The team list is limited to employment teams only. Any measure that specifies 'during the period' will include data that occurred at any stage between the start date and the end date. If the measure specifies 'as at the end of the period' then data will only be included if it occurred (or was in a given state) on the end date specified. The reporting period is inclusive. So for example the period 1 July 2011 to 31 July 2011 includes all data from midnight on 1st of July 2011 to 11:59:59 pm on 31st of July 2011.

All measure categories are displayed on the report, so if a category has no data it will show with a value of 0.

Drill-through reports are available for all measures. When you click on any of the text it will take you to a drill-through report showing the data that made up the number.

Support Plans are not included in this report.

Report sections


Referrals This section shows the number of referrals based on their statuses during the period. The statuses displayed are 
pending, waitlisted, accepted, declined and discharged. If a referral is placed into any of these statuses at any stage in 
the period they will be displayed on the report.
Caseworker assigned This section shows the number of referrals based on their status as at the end of the period. The statuses displayed are 
pending, waitlisted and accepted. The count is broken into two categories – “with caseworker assigned” and “no 
caseworker assigned”. If a referral is in any of the mentioned statuses at the end of the period they will be displayed on 
the report. They will be displayed in the “with caseworker assigned” category if there is at least one caseworker assigned 
to the client (that the referral is for) at the end of the period.
Days in referral status This section shows the number of referrals based on the length of time spent in their current status as at the end of the 
period. The statuses displayed are pending, waitlisted and accepted. This report is split into weekly durations.
Absences The number of clients who were either hospitalized or made temporary absent both during the period and as at the 
end of the period.
Employment plans This section shows data for open employment plans – both number of plans and number of clients. The measures 
included are:
The number of clients in open employment plans based on the phase as at the end of the period.
The number open employment plans based on phase as at the end of the period.
The total number of open employment plans (across all phases) as at the end of the period. This should equal the sum 
of the count per phase. 
The number of employment plans that started and closed during the period.
Clients sustained employment (Retention in single job) This section shows data for open employment plans – both number of plans and number of clients. The measures 
included are:
The number of clients in open employment plans based on the phase as at the end of the period.
The number open employment plans based on phase as at the end of the period.
The total number of open employment plans (across all phases) as at the end of the period. This should equal the sum 
of the count per phase. 
The number of employment plans that started and closed during the period.
Jobs sustained (Retention in single job) The number of active outcome jobs associated with open employment plans, as at the end of the period, based on the 
length of time the job has been sustained. This report is split into monthly durations.
Clients continuous employment (time employed across multiple jobs) The number of clients that have been employed continuously, in outcome jobs associated with employment plans, with 
at least one open employment plan as at the end of the period, based on the length of time the client has been 
continuously employed. This report is split into monthly durations.
Buffer time between jobs allowed. Duration set by the organisation, i.e. 14 days buffer. If the client has no job at the 
end of the report period (but an employment plan is still open), but their last job ended and a new job started after the 
end date of the reporting period, but within the buffer, then the client is still considered to be employed.
Every client’s continuous employment duration, broken into discrete time periods and counted by client.
Continuous employment duration is defined as the duration from the earliest outcome job start date to the user 
provided end date, such that all outcome jobs intersect or the client is not unemployed for longer than the organisation 
defined buffer period.
As at the user provided end date, if there are no open employment plans for a given client then they will be excluded 
from this report.
Where the user provided end date falls during a buffer period and a new outcome job is not obtained within the buffer 
period then the continuous employment duration is zero days.
Where the user provided end date falls during a buffer period, and a new outcome job obtained within the buffer 
period then the continuous employment duration will include a buffer component.
Where the user provided end date falls within an outcome job period, the continuous employment duration may 
include one or more buffer component.
Employment plan jobs secured, by region The number of outcome jobs associated with open employment plans, which started during the period, within {Region}.
Employment plan jobs lost, per region The number of outcome jobs associated with an open employment plan, where the job has ended during the period, 
based on region.
Employment plan jobs lost, 
by reason
The number of outcome jobs associated with an open employment plan, where the job ended during the period, 
based on the end job reason.
Person's change in total 
work hours
The number of clients whose network hours for outcome jobs associated with open employment plans changed 
between the start of the period and the end of the period, based on the amount the hours changed. Calculate net 
hours at start. Calculate net hours at end. Delta = end hours-start hours. If a client had no job at the start of the period, 
net hours at start would be zero. If the client had no job at the end of the period, net hours would be zero. Jobs that 
can be included in this calculation must be connected to an open employment plan (as at the end of the period).
Note – The hours are stored per day, as at the end of the day. If the hours are changed in a day, then the last hours to 
be entered on that day will be used.
The hours are grouped into single hour deltas (-40, -39… 40), any decimal part of the change will be truncated. E.g. a 
change in 22.7 hours will display as 22.
For all outcome jobs that exist between the specified start and end dates:
Per client, the sum of the outcome jobs hours at the start of the period is subtracted from the sum of the outcome job 
hours at the end of the period.
If the plan closes during the specified period and the job is still attained, the job is ignored from the start and end date 
summation to avoid unwanted biases.
Active employment plan 
jobs by employment type
The number of active outcome jobs associated with open employment plans typed as {employment-type}, as at the 
end of the period.
Active employment plan 
jobs by region
The number of active outcome jobs associated with open employment plans within {region}, as at the end of the 
period.
Jobs held per person The number of clients with jobs associated with any open employment plans, as at the end of the period, based on the 
number of jobs the client is associated with. The job counts displayed are: 0 jobs; 1 job; 2 jobs; 3 jobs; 4 jobs; 5+ jobs.
Open employment plan 
caseload per user
The number of users in Recordbase who are assigned as the primary case worker for open employment plans as at the 
end of the period, based on the number of employment plans they are assigned to. This is taken for the primary 
caseworker of the employment plan. (0 plans …. 21+ plans). This section will display all users in Recordbase, but only 
count the caseload based on clients for the teams/contracts selected.
Client caseload per user The number of users in Recordbase who are assigned as the case worker for open referrals as at the end of the period, 
based on the number of clients they are assigned to. This is taken for the person caseworker. (0 clients … 30+ clients). 
This section will display only those users associated with a client that has an active referral (within the reporting period) 
for one of the teams selected.
Vocational activity counts The number of clients associated with open employment plans at the end of the period, based on the number of active 
vocational activities associated to the client. (0 activities … 5+ activities). If a client has no vocational activities they will be 
counted in the 0 activities section.
Vocational activity counts, 
by type
This section shows data for the three types of vocation activities – volunteer work, work experience and Temporary 
work. The three measures displayed are:
  • The number of clients who are actively undertaking volunteering as part of vocational activity for any open employment plans, as at the end of the period
  • The number of clients who are actively undertaking work experience as part of vocational activity for any open employment plans, as at the end of the period
  • The number of clients who are actively undertaking temporary work as part of vocational activity for any open employment plans, as at the end of the period
Clients with no vocational activities will not be displayed in this section.
Vocational activity counts, 
by hours
The number of clients associated with open employment plans as at the end of the period, based on the total hours of
active vocation activity (across all included vocation activities). (0<1 hours … 40+ hours). If a client has no vocational 
activities they will be counted in the 0<1 hours section.
Accredited study The number of clients who started study, ended study or converted study to a qualification within the period. It also 
displays any study that is on-going as at the end of the period. The study must be accredited.
Non-accredited study  The number of clients who started study, ended study or converted study to a qualification within the period. It also 
displays any study that is on-going as at the end of the period. The study must be non-accredited.
Discharge reasons  For each discharge reason, the number of clients that were discharged across the period.