Organisations receiving funding and need to submit regular activity reports to the online reporting portal known as the Data Exchange (DEX), can use following information to assist you in gaining a better understanding of the reporting process and data requirements. DEX Activity Reporting Overview 1. Complete Prerequisite actions There are…
Once your XML file has been generated, the file must be uploaded to the DEX portal. Instructions Step 1. Download the XML file to your local machine. Refer to Create a DEX Activity Report for instructions. Step 2. Log into your DEX Portal using myGovID. Step 3. Click on the…
Once the data for DEX Clients and activities has been recorded, the DEX Activity Report can be created. DEX requires all data to be uploaded within a set timeframe at the end of each reporting period, but data can be uploaded at any time within the period, once prepared. Instructions…
When creating a DEX upload report, it is important to first run the DSS Client Compliance report. This report will identify clients missing key DEX information. If this information is not corrected any records for the client will error. Instructions Step 1. Log into your CRM database (refer to Logging…
Our current software predates the accessibility compliance era but browser vendors have released some useful free extensions. We recommend looking at the following: Various extensions for Google Chrome: https://www.uwgb.edu/ds/resources/students/browser-extensions/chrome.asp Zoom Functionality for Chrome: https://chrome.google.com/webstore/detail/zoom/lajondecmobodlejlcjllhojikagldgd?hl=en Screen contrast tool for Chrome: https://chrome.google.com/webstore/detail/high-contrast/djcfdncoelnlbldjfhinnjlhdjlikmph?hl=en Other useful Chrome tools: https://luisperezonline.com/2014/10/15/ten-chrome-extensions-for-accessibility-and-universal-design-for-learning/ …
Community Data Solutions updated its encryption technology in late 2017. These changes were in relation to the security framework that applies each time you use your CDS Client Relationship Management database (CRM). Information is sent from your PC browser to the CDS CRM each time you view or update information….
The NDIS Statistics report provides a summary of the NDIS claimable activities for the selected date range. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Reports from the top menu The On-Demand Reporting page is displayed Step 3. Select the NDIS…
The NDIS Support Plan report provides a summary of the selected Support Plan, including signatory panels. This report is useful for discussing with the client and recording agreement of the support plan. Instructions Step 1. Log into your CRM database (refer to Logging On for further information). Step 2. Select Reports…
The NDIS Activity Notes report provides details of Notes and Actions recorded against Activities for the selected Support Plan. This report does not include Notes recorded in the NDIS Case Notes section. For Case Notes – please refer to NDIS Reports – NDIS Case Notes Instructions Step 1. Log into…
When you upload a Bulk Payment file to the NDIS portal, the file undergoes a certain amount of validation. This generally relates to the format of the fields included in the file, but also includes validation of the filename and filetype. When your payment file has been created from within…