Content tagged with 'Technical'

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.

Add a client

This module will discuss how to add a client. In the Data Exchange the term client is defined as an “individual who receives a service as part of a funded activity that is expected to lead to a measureable individual outcome”.

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.

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.

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