Content tagged with 'Technical'

Find a case

Find a case

This module will discuss how to find an existing case.

• Learning module

Find a client

Find a client

This module will discuss how to find out more information on client records.

• Learning module

Quick guide to using reports

One way you can use the different features of the Data Exchange reports.

• Task card

Add a community case and session

Add a community case and session

This module will discuss creating a case and session with no individual clients attached; and editing the case and session to attach individual clients.

• Learning module

Add a session

Add a session

This module will discuss how to add a session. A session records what service was delivered on a particular date within a reporting period, the type of service delivered and which clients attended.

• Learning module

Add a case

Add a case

This module will discuss how to add a case. A case is the first step in recording service delivery information within the Data Exchange.

• Learning module

Bulk XML upload

Bulk XML upload

This module will discuss how to bulk upload. The intention of the bulk XML upload file is to allow service providers that operate existing client management systems to export files from their system to the Data Exchange.

• Learning module

Reference data

Reference data

This module will discuss how to access Reference data information. The Reference data section is only for those organisations that perform bulk uploads into the Data Exchange.

• Learning module

Create and manage outlets

Create and manage outlets

This module will discuss how to create and manage outlets. In the Data Exchange an outlet is defined as: "the location from where a service is primarily being delivered."

• Learning module