Hi @Mark.Harrison01301 , thanks for the question. It would be useful to see if anyone else has a similar challenge.
First thing to say is that the additional support required field is freetext - so you can add whatever notes you need to in there.
The reason we labelled the first field as 'Does your client require additional support?' is that it can then match the fact find output document which a client may see. We believe (and this matches what we've heard from other businesses we work with) that most clients would not describe themselves as 'vulnerable'. They may even be offended to know that they're thought of in that way. If we have the same field label in Xplan as we have on the fact find report, we believe it's easier for you to identify that that's where the data comes from.
We would recommend that you set this field to 'Yes' (as you will know it's the flag which marks a client as vulnerable) and then update the additional support notes field to qualify what you mean.
The additional support required field could simply contain "No further support needed at this time..." and then you would state your reasons. By doing this, it means that any clients you judge to be vulnerable are flagged, but also that you can evidence that you've made an assessment of what additional support they need. In this case it's none for now.
If you have the data set up like this, it's much easier to manage whether, for every client marked as vulnerable, you have some corresponding details of the additional support they need. In this case, it's none, but it means that from an oversight perspective, you have content in the additional support required field for every client marked as vulnerable.
Without divulging any personal data, I'd be interested to hear what scenarios you've come across where a client would be vulnerable for a reason, but wouldn't consequently require any sort of adjustment / support / extra thought to be given to them.
Thanks again for the question.
Dave
