Quick start guide
Follow the step-by-step guide to get set up on the Data Exchange.
Task cards
Log in to the Data Exchange web-based portal
Prior to accessing the Data Exchange, and accessing the Data Exchange for the first time.
Overview of the My Organisation section
Access to ‘My Organisation’, manage organisation and users, reference data, upload files, and manage action items.
Setting up the structure of your organisation
Organisation set-up options, delivery partners, and adding a delivery partner.
Create and manage outlets
What an outlet is, how to manage your outlets, and how to manually update program activity start and end dates.
Update participation in the Partnership Approach
How to update participation in the Partnership Approach.
Add and edit a user
Steps to undertake prior to requesting access, access levels, viewing a user's role and editing a user.
Handshake – Create, accept or revoke
Lead Organisation and Delivery Partner Views, and Handshake requests.
Upload methods
File uploads, reference data section, system-to-system, client IDs.
myGovID and the Data Exchange
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.
Navigation guide
Data Exchange home page, navigation within the different screens, buttons and icons.
Add a client
What a client is and how to add a client.
Find and edit a client
Find and edit a client.
Add a case
What a case is, adding a case, referral and source reasons, and special data entry fields.
Find and edit a case
Information on updating cases, finding a case, search area fields, results section, and ending a case.
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.
Find and edit a session
Information on updating sessions, finding a session, results section, and editing a session.
Partnership approach data items
What the partnership approach is, if the partnership approach is mandatory, partnership approach data items, and list of partnership approach data items.
Add a SCORE Assessment
What SCORE is, client or community SCORE, SCORE icons, adding a client or a community SCORE.
View and edit a SCORE assessment
How to view, edit and add a SCORE assessment.
Quick guide to using reports
One way you can use the different features of the Data Exchange reports.
Novation process
What a novation is, before commencing a novation, and processing a novation.
Introduction and access
The Data Exchange is an innovative and intuitive suite of applications (reports) which display data reported in the Data Exchange.
Filters
Data Exchange reports allow you to filter data by selecting items from the available objects on the report sheet.