Creating Behavioral Policies
Behavioral policies allow you to manually track client behavior.
Before you begin
Procedure
-
Click Add.
The Add A Policy dialog box appears.
- Type a Name for the policy.
-
Select the Type as
Behavioral.
The Threshold Time Period is set to Rolling Window, the Threshold Calculation Type is set to Count, and the Time Period Unit is set to Month. Point-based policies use the total number of points accumulated to determine if thresholds are met.
- Type or select a Start Date and End Date for the policy.
-
Select a Violation Calculation Type.
- Infractions
- Determines violations based on total number of infractions within the case period.
- Suspensions
- Determines violations based on the total number of suspensions for the
client.
If Suspensions is used with a Fixed Duration Threshold Calculation Type, define a Lookback Horizon. (The Lookback Horizon is the period of time that the system should check for previous suspensions.)
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Select a Case Promotion stage.
- Same Stage
- Cases will be promoted within the same stage even if the client has
incurred enough infractions to meet the threshold of a higher stage.
For example, a client must receive a warning letter before a suspension letter.
- Highest Stage
- Cases will be promoted to the highest stage applicable to the number of
infractions incurred by the client.
For example, a client is suspended without receiving a warning letter.
Note: Case promotion pertains to the Warning Alert and Violation Alert stages. If multiple Suspension levels are defined and the client is suspended, they are automatically penalized at the highest applicable suspension level. -
Type a Rolling Window Duration.
This is the number of months to check for infractions. Depending on the system set up, this may include the current month or may be limited to previous months.
- Type a Description of the policy.
- Click OK.
- Define any Infraction Criteria.
- Define any Stages and Phases information.