Add a case
What a case is, adding a case, referral and source reasons, and special data entry fields.
Content tagged with 'Technical'
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.
Add and edit a user
Steps to undertake prior to requesting access, access levels, viewing a user's role and editing a user.
Update participation in the Partnership Approach
How to update participation in the Partnership Approach.