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.
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.
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.
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