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.
The following training resources provide guidance to new users about the Data Exchange web-based portal.
The following resources provide technical guidance for the Data Exchange.
For general enquiries or assistance with developer and IT support.
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.
Information on updating cases, finding a case, search area fields, results section, and ending a case.
What a case is, adding a case, referral and source reasons, and special data entry fields.
Find and edit a client.
What a client is and how to add a client.
Data Exchange home page, navigation within the different screens, buttons and icons.
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.
File uploads, reference data section, system-to-system, client IDs.
Lead Organisation and Delivery Partner Views, and Handshake requests.