Bulk XML upload
This module will discuss how to bulk upload. The intention of the bulk XML upload file is to allow service providers that operate existing client management systems to export files from their system to the Data Exchange.
Resources
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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.
Service footprint
This report demonstrates outputs by outlet and region, to allow organisations to see where clients live, compared to where services are being delivered, or where staff are travelling to deliver them.
Resource planning
This report shows the intensity of services delivered in the one financial year compared to the previous year, providing an opportunity to identify trends and patterns, which in turn can facilitate effective resource planning for organis
Community profiles – 2nd edition
This report combines a number of publically available population-level datasets to show a picture of the community you select based on location.
Client outcomes
This report demonstrates the Standard Client Outcomes Reporting (SCORE) assessments being reported by organisations.
Organisation data quality
This report highlights key data quality issues to assist organisations to improve and/or maintain data quality.
Organisation overview
This report provides a one-stop view of an organisation’s service delivery over time. You will only see the information submitted by your organisation, or organisations with which you have a ‘handshake’ arrangement.
View and edit a SCORE assessment
How to view, edit and add a SCORE assessment.
Add a SCORE Assessment
What SCORE is, client or community SCORE, SCORE icons, adding a client or a community SCORE.
Novation process
What a novation is, before commencing a novation, and processing a novation.
Partnership approach data items
What the partnership approach is, if the partnership approach is mandatory, partnership approach data items, and list of partnership approach data items.
Find and edit a session
Information on updating sessions, finding a session, results section, and editing a session.
Add a session
What a session is, adding a session, entering session details, adding clients and support persons to the session, copying a session, record referrals to other services, and special data entry fields.
Find and edit a case
Information on updating cases, finding a case, search area fields, results section, and ending a case.
Add a case
What a case is, adding a case, referral and source reasons, and special data entry fields.
Find and edit a client
Find and edit a client.
Add a client
What a client is and how to add a client.
Navigation guide
Data Exchange home page, navigation within the different screens, buttons and icons.
Digital Identity and the Data Exchange
What is Digital Identity, who needs an Digital Identity, requesting access to the Data Exchange, Digital Identity compatible browsers, clearing your browser’s cache, errors, troubleshooting, lost or forgotten passwords, Stay Smart Online.
Upload methods
File uploads, reference data section, system-to-system, client IDs.
Handshake – Create, accept or revoke
Lead Organisation and Delivery Partner Views, and Handshake requests.