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Displaying 25 to 38 of 38 resources
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.
Steps to undertake prior to requesting access, access levels, viewing a user's role and editing a user.
How to update participation in the Partnership Approach.
What an outlet is, how to manage your outlets, and how to manually update program activity start and end dates.
Access to ‘My Organisation’, manage organisation and users, reference data, upload files, and manage action items.
Prior to accessing the Data Exchange, and accessing the Data Exchange for the first time.
Organisation set-up options, delivery partners, and adding a delivery partner.
Follow the step-by-step guide to get set up on the Data Exchange.