Find a client
This module will discuss how to find out more information on client records.
Content tagged with 'Technical'
Quick guide to using reports
One way you can use the different features of the Data Exchange reports.
Add a community case and session
This module will discuss creating a case and session with no individual clients attached; and editing the case and session to attach individual clients.
Add a session
This module will discuss how to add a session. A session records what service was delivered on a particular date within a reporting period, the type of service delivered and which clients attended.
Add a case
This module will discuss how to add a case. A case is the first step in recording service delivery information within the Data Exchange.
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.
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.