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.
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.
Add and edit a user
Steps to undertake prior to requesting access, access levels, viewing a user's role and editing a user.