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Displaying 25 to 38 of 38 resources
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.
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.
Create and manage outlets
What an outlet is, how to manage your outlets, and how to manually update program activity start and end dates.
Overview of the My Organisation section
Access to ‘My Organisation’, manage organisation and users, reference data, upload files, and manage action items.
Log in to the Data Exchange web-based portal
Prior to accessing the Data Exchange, and accessing the Data Exchange for the first time.
Setting up the structure of your organisation
Organisation set-up options, delivery partners, and adding a delivery partner.
Quick start guide
Follow the step-by-step guide to get set up on the Data Exchange.