Add a case
What a case is, adding a case, referral and source reasons, and special data entry fields.
Resources
Browse all resources
This page contains fact sheets, task cards, webinars and e-learning modules that will help you set up and perform different functions on the Data Exchange. We continually update our training resources to stay relevant and useful.
If you are new to the system, the Quick start guide will help you gain access to the web-based portal and get you started using the Data Exchange.
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Displaying 73 to 96 of 96 resources
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.
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.
Measuring outcomes: a beginner’s guide
A guide to the logic of outcomes, why outcomes reporting is important, and how to define outcomes suitable for your organisation
How to use SCORE with clients
‘How to use SCORE with clients’ is a document that lists possible client responses in the SCORE domains of CIRCUMSTANCE, GOAL and SATISFACTION. It can be used directly with clients.
A partnership approach to reporting outcomes
A short summary of the benefits of collecting outcomes data
Add and edit a user
Steps to undertake prior to requesting access, access levels, viewing a user's role and editing a user.
SCORE – at a glance
‘SCORE – at a glance’ provides a brief overview of Standard Client/Community Outcomes Reporting (SCORE) – its logic and how it works in practice.
Update participation in the Partnership Approach
How to update participation in the Partnership Approach.
Create and manage outlets
What an outlet is, how to manage your outlets, and how to manually update program activity start and end dates.
Overview of the My Organisation section
Access to ‘My Organisation’, manage organisation and users, reference data, upload files, and manage action items.
Log in to the Data Exchange web-based portal
Prior to accessing the Data Exchange, and accessing the Data Exchange for the first time.
End of reporting period
This webinar provides information on the foundations of poor and good quality data along with the current process to request the system be re-opened after the close off date.
Introduction to the Data Exchange
The Data Exchange is the program performance reporting tool for a number of funding agencies, including its creator, the Department of Social Services.
Setting up the structure of your organisation
Organisation set-up options, delivery partners, and adding a delivery partner.
Bulk File Upload Technical Specifications
For organisations wanting to use bulk uploads to submit their data to the Data Exchange.
Web Services Technical Specifications
For organisations wanting to use system-to-system transfers to submit their data to the Data Exchange.
SCORE Translation Matrix
Use this document to convert other measurement tools into SCORE (Standard Client/Community Outcomes Reporting).
Data Exchange Framework
Outlines the main concepts that inform the two-way focus on more efficient ways of collecting data.
Data Exchange Protocols
Main operational manual for users of the Data Exchange.
Quick start guide
Follow the step-by-step guide to get set up on the Data Exchange.