Follow the step-by-step guide to get set up on the Data Exchange.
Prior to accessing the Data Exchange, and accessing the Data Exchange for the first time.
Access to ‘My Organisation’, manage organisation and users, reference data, upload files, and manage action items.
Organisation set-up options, delivery partners, and adding a delivery partner.
What an outlet is, how to manage your outlets, and how to manually update program activity start and end dates.
How to update participation in the Partnership Approach.
Steps to undertake prior to requesting access, access levels, viewing a user's role and editing a user.
Lead Organisation and Delivery Partner Views, and Handshake requests.
File uploads, reference data section, system-to-system, client IDs.
What is myGovID, who needs an myGovID, requesting access to the Data Exchange, myGovID compatible browsers, clearing your browser’s cache, errors, troubleshooting, lost or forgotten passwords, Stay Smart Online.
Data Exchange home page, navigation within the different screens, buttons and icons.
What a client is and how to add a client.
Find and edit a client.
What a case is, adding a case, referral and source reasons, and special data entry fields.
Information on updating cases, finding a case, search area fields, results section, and ending a case.
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 sessions, finding a session, results section, and editing a session.
What the partnership approach is, if the partnership approach is mandatory, partnership approach data items, and list of partnership approach data items.
What SCORE is, client or community SCORE, SCORE icons, adding a client or a community SCORE.
How to view, edit and add a SCORE assessment.
One way you can use the different features of the Data Exchange reports.
What a novation is, before commencing a novation, and processing a novation.
The Data Exchange is an innovative and intuitive suite of applications (reports) which display data reported in the Data Exchange.
Data Exchange reports allow you to filter data by selecting items from the available objects on the report sheet.