Edit Delivered Support Activity

If a Planned Support Activity has been delivered and finalised through the scheduling process, the status may automatically be set to delivered.

If the actual start and/or end time of the activity is different to the planned times, you may need to update the original activity record.

Updating the times will ensure any claiming or invoicing has the correct time allocated.


Step 1. Log into your CRM database (refer to Logging On for further information).

Step 2. Search for the required NDIS Client.

Step 3.  View the Client record

Step 4. Scroll to the NDIS Support Plan sub-panel.

Support Plan

Step 5. Select the required NDIS Support Plan

The NDIS Support Plan page is displayed

Support Plan Page

Step 6.  Scroll to the NDIS Support Activities sub-panel

Support Activities

Step 7. Select the required Activity – it may already be set to Delivered.

Step 8. Click Edit

Update the information as required.

Ensure Activity Status is Delivered.

Click Save

The NDIS Session Attendance & Claims window is displayed

Note - if you try to edit a Delivered Activity that has already been claimed through PRODA, you will receive a warning message.
Session Attendance and Claim window

Step 9. Click Select on NDIS Support Item:

Select Support Item

Step 10. Select the required Item from the NDIS Support Item window

Select NDIS Support Item window

The Item is selected and populates the NDIS Support Item field.

Step 11. Enter any additional information e.g. Financial Notes

Step 12. Click Save

The Claim has been created and is set to Pending.

Pending Claim created

The activity/claim can now be included in the claiming/invoicing process.

Next Steps

Further Instructions

For further information, refer to the following articles:

Updated on February 18, 2020

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