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.
Content tagged with 'Technical'
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.