Store plans, agreements, reports and other files on the participant record with the right sensitivity, expiry and review dates, and choose whether support workers can see them.
Before you begin
- Upload participant documents plus file upload permission; Manage participant documents to delete.
- The file ready on your computer.
Upload a document
- Open the participant and select the Documents tab.
- In Plans, assessments and reports, select Upload. The Upload a document window opens.
- Choose the File. The Title fills from the file name; change it if needed.
- Choose the Type: NDIS plan, Service agreement, Assessment, Medical, Consent, Report, Behaviour support or Other.
- Choose the Sensitivity: Personal, Health or Restricted.
- Set an Expiry and a Review date if the document runs out or needs checking.
- Tick Workers can see it in the worker app only if support workers need it on shift, then select Upload.
Upload a document modal with File, Title, Type, Sensitivity, Expiry, Review and the worker app checkbox
Find, download or remove documents
- Search the table or filter it by Type. The Expiry and Review dates turn amber within 30 days and red once passed.
- Select the download icon to open a file.
- Select the delete icon and confirm to remove a document uploaded in error.
Other places documents are added
- Service agreements attached during intake are kept on the record.
- Signed consent forms uploaded in the Consent register are kept as evidence.
- Assessments and service agreements have their own cards at the top of the Documents tab.
Tips
- Reminders go to the participant’s coordinator before a document expires or is due for review (by default 30 and 7 days before).
- Upload a guardianship order with its end date as the Expiry, and record the guardian’s authority end date on the contact too.
- Choose Restricted for documents only a few people should open.
If something goes wrong
There is no Upload button
You need both permission to upload participant documents and to upload files. Ask an administrator.
A colleague can’t open a document you uploaded
Check its Sensitivity. Health and restricted documents need matching access. If it was set too high, delete and re-upload it with the right sensitivity.
Delete fails with a version or conflict error
Someone changed the document since you loaded the page. Refresh and try again.