Content tagged with 'Administration - setting up organisation, outlets, users'
System re-opening request form – task card for organisations
As per the Data Exchange Protocols, service providers can choose to enter data any time within a reporting period. Following the close of a reporting period, organisations have an additional 30 days to enter their performance data.Reference data
This module will discuss how to access Reference data information. The Reference data section is only for those organisations that perform bulk uploads into the Data Exchange.
Create and manage outlets
This module will discuss how to create and manage outlets. In the Data Exchange an outlet is defined as: "the location from where a service is primarily being delivered."
Add a user
This module will discuss how to add a user to your organisation. As an Administrator you are responsible for adding other users from your organisation to be able to access and use the Data Exchange.
Novation process
What a novation is, before commencing a novation, and processing a novation.
Handshake – Create, accept or revoke
Lead Organisation and Delivery Partner Views, and Handshake requests.
Add and edit a user
Steps to undertake prior to requesting access, access levels, viewing a user's role and editing a user.
Update participation in the Partnership Approach
How to update participation in the Partnership Approach.