Task card 7
Data Exchange home page
The home page of the Data Exchange web-based portal has separate areas:
- Find – cases and clients.
- Add – cases, clients and sessions.
- My Organisation – access for Administrators only.
- Access MyDEX reports – access self-service report functionality for data entered by your organisation.
- Notifications – allows the Department to provide important updates to Data Exchange users
To access any of these areas, select either the action tile or hyperlink.
Figure 1 – Data Exchange home page
“I want to…” box
When you open a record (case, client or session) the “I want to…” box will display on most pages on the right hand side.
Links in this box are shortcuts to view or update records. There are also administrative functions that are only available to those with administrative access.
Figure 2 – I want to… box
Buttons and icons
|Displays when priority data entry is complete and you have an option to enter Partnership Approach data. You may see buttons to add:
|Displays when you have completed priority data entry on a session or case.
When you select clients you wish to add, select the Attach button to add them to the session or case.
|Displays when you have entered data and moved to a new data entry screen.
Select the Back button when you need to go back and correct data entered before the record is submitted.
|The calendar function can be used when entering dates in any field or you can type them.
|Displays when you view a client, case or session record.
|The Delete icon displays on a client record when you select to edit a referral or SCORE for a session.|
|The drop down box allows you to select information that has been pre-loaded.
|Displays when you open a case, client or session record.
|The Edit icon displays on a client record when you select to edit a referral or SCORE entry.
Select on the edit icon to make changes to that record.
|The Expand icon displays on all types of record lists (e.g.: client, case, outlet) to view more details on that record.
Select the expand icon to view a summary of data entered for a record.
|hyperlinks||Hyperlinks are used in many places on the Data Exchange web-based portal. Hyperlinked text is blue and underlined. When selected, hyperlinks will open a record or perform a task.|
|Displays when you are viewing a record.
Select More to open up the record to display more detailed information.
|Displays when you have completed a data entry step.
Select Next to go to the next step in a process.
|If a record list (clients, cases, sessions, activities, users etc.) goes over more than one page you can move through the pages by using the paging/pagination function.
|The Progress Bar displays at the top of data entry screens. It shows the steps in the data entry process and how many steps are needed to complete an action.|
|The Referrals icon displays a client’s record summary attached to a session. You can use this icon to add, delete or edit referrals to other services for a client.|
|Displays when clients have been added to a case or session.
Select Remove selected clients to detach clients that have been added to session or a case.
|The Review screen displays when data entry is complete for adding a client, case or session record and allows you too:
|Select Save to keep changes that you have made to records.|
|The SCORE icon displays on a client record summary attached to a session. You can use this icon to add, delete or edit SCORE assessment types (Goal, Circumstance or Satisfaction) for a client resulting from a session.|
|Show Pages allows you to choose how many records you wish to display on any page.
|View a list of records in descending or ascending order by selecting the Sort icon.
Records are defaulted to show the most recently created record at the top.
|Displays once you have completed data entry steps required to complete a case, session or client record.
Select Submit once you have reviewed and checked data you have entered.
|A tick box is used to select a record to attach it to a case, session, outlet or user.