HPA Plus Organisation User Guide

Set up your clients and staff with HPA+ Web Application.

Table of Contents

Login Process

  • Login to access HPA Plus Organisation Page 
  • First enter the URL: www.hpaplus.com.au
  • Then enter valid credentials for login (username and password).
  • You can reset your password by simply clicking on forgot password. You will then receive a reset link to the registered email address.

Dashboard

  • After successful login you will be directed to the dashboard.
  • The left side of the dashboard shows the menus which are available in the application.
  • On the right side the legends are used to show the status of the client & staff.
  • The legends are as below
  1. Blue-Invoiced
  2. Green- Booked
  3. Red- Pending
  4. Grey- Leave
  • On the same screen the option is available to filter out the data with respect to Staff & Client.
  • These two can be selected as per which details admin wants to check.
  • The staff & client options are given in drop-down option.
  • At the last corner the manage unavailability status can be marked with the option as available.
  • The calendar can be seen with the day, week & month. For adding the new data, the add button can be used which is placed just before the menu button as shown in image down.

Day View

  • The day details for staff & client can be checked here.
  • The details will be seen with respect to day.
  • Active day data can be checked in today’s tab, whereas the details will be shown day wise & timing. (It is used to show time slot).
  • For navigating forward and backwards day wise the button is given just before add button.

Week View

  • For Week details for staff & client can be shown here.
  • The details will be seen with respect to week.

Month View

  • The month details for staff & client can be checked here.
  • The details will be seen with respect to month.
  • Active month data can be checked in today’s tab, whereas the details will be shown month wise.
  • For viewing the event details, user has to click on the image of the staff member.
  • The details will appear including things such as Client, Client Expense, Time & Location, Carer Information & Instructions.
  • These all details are in two states, if the status for staff is invoiced then the details are only viewable.
  • If the state of staff is showing in red that is pending status, then it is viewable & editable.
  • Event can be updated here with update event option & can delete the event with delete button.
  • User has to click on update option, after clicking new window it will open with mandatory details. The details have to be filled as below;

Client

  • In this tab the details must be filled like choosing Client, Price Book & Fund. (These all details have to be filled with dropdown option.

Shift

  • This will include the details like shift type & Shift Allowance.
  • These have choices given with checkboxes at left side such as Transport, Self, Driver Allowance application, under free service range.

Fare Type

  • Here the fare type can be updated, the sections are Price KM, KM & Amount. (These all details have to be filled with dropdown option).

Time Location

  • This will include the time, location, start time, end time & address.

Carer Details

  • This tab will contain details related to carer, choose carer, notify carer, choose pay group. (These all details have to be filled with dropdown option).
  • Instructions can be written in the instruction box.

Task

  • Here user can view the task with task title, task description. The mandatory checkbox has to be ticked if the task is mandatory.
  • The task can be deleted with ‘delete’ button & task can be added with ‘add’ button.
  • These details can be saved with ‘save’ button.
  • It has a delete button at the right side to delete the entered details.

Staff View & Details

  • Each detail is clickable & viewable. The features can be described as below

Details

  • The details can be viewed with the “Detail” option.
  • The new screen with details will get opened.
  • The details will include Staff details, Compliance, KPI Mapping, setting, next of kin, payroll settings, notes & archive.
  • All these details can be synced with xero with the syncing button at right top side.
  • The tab can be managed with ‘manage” button.
  • After clicking on the manage button all the details can be added.
  • This will redirect to the staff members page where the details can be viewed.
  • The details page consists of the following sections

Staff Details

  • Here the details for staff can be viewed.
  • The details will contain the labels such as name, contact number, email, address, gender, role, employment type, DOB, spoken languages & skills.
  • This can be updated with the update option at the right side.
  • The details can be managed under manage tab.
  • The details can be synced with the sync button.

Update Staff Details

  • The staff details can be updated here.
  • The new window will get popped up & the details such as name, contact number, email, address, gender, role, employment type, DOB, spoken languages & skills have to be filled.
  • The image should be uploaded for staff.

1) Compliance

  • The compliance and its details can be viewed here.
  • The labels which can be used to view the compliance are category, expired at, last update & status.
  • This can be managed with the “manage all” button at the right side.
  • After clicking the manage all button it will redirect to the staff document present in the dashboard.

KPI Mapping

  • This section in the client section of dashboard is used to view the all KPI that has been mapped against client.
  • The four major KPI’s are operational KPI, documentation KPI, client health KPI & marketing KPI.
  • These all KPI’S can be updated with the update icon at the right side.

KPI Update

  • The KPI’S can be updated here.
  • The update button is placed at the right side of the KPI section screen.
  • The update button has to be pressed for updating then a new screen will get opened.
  • On update screen two fields are present with title assigning to.
  • User first has to select the type (for whom the KPI has to be assigned) from the drop-down option.
  • After selecting the type, the staff should be selected from the drop-down options.
  • Marking the given KPI there can update the KPI.
  • This page will directly jump to manage accounts module”

Settings

  • Admin can manage the role, teams, notify, notify timesheet approval, subscribe to notification, subscribe email categories, available for rostering, read & write private notes (staff notes & client notes), no access (whether access is given or not) & account owner.

Setting Update

  • The setting panel can be updated with the update button at the right side of the screen.
  • The new page with details gets popped up once the update button is clicked.

Next of Kin

  • Here the next of kin can be managed with the titles such as name, relations. Contacts & email id.

Next of Kin updation

  • The next of kin can be updated with the update option.
  • The screen will get opened as shown in the image.

Payroll Setting

  • Payroll setting is module of the application where the setting can be done for payroll section.
  • The setting can be checked & carried out for the labels such as pay group, allowances, agreed daily hours, agreed weekly hours, External System Identifier & Mark In Threshold.

Payroll Setting Updating

  • The payroll setting can be get updated with the update button.
  • The new screen will get popped up with the details as the update button is clicked.

Notes

  • Here the notes can be viewed with the notes option.
  • It has update access given to the admin.

Archive

  • Here admin can archive the staff.
  • Then after the archived staff will no longer visible in the list.
  • If admin wishes to unarchive archive menu has to be used.

Communication

  • This section will help to understand the communication notes
  • Post clicking the tab, the new page will get opened with the fields such as Notes title, description & uploading image field.
  • Previously created notes can be viewed with the” view notes” button.

Viewing Notes

  • After clicking on view notes, new window will get opened with the note’s details.
  • Here at the top right side new window add note option is available.
  • With the option new notes can be added.

Adding New Notes

  • Post selecting this option a new window will pop up for adding new notes.
  • Filling up the mandatory fields the new notes can be added.
  • A checkbox is given separately for making a note private.

Timesheet

  • The section describes about the timeline sheet.
  • The labels used for showcasing the timeline sheet are date, shift, client, start time, finish time, hours, extra time, distance, expense, allowances & action.
  • Search bar is also given to search the timesheet by entering the starting date & ending date.
  • This all can be synced with the sync button.

Calendar

  • Here the staff status can be understood with the calendar view.
  • The details will be showing just like calendar and it is easier to understand with the legends whether the shift is booked, pending, or invoiced.
  • Active day data can be checked in today’s tab, whereas the details will be shown day, week & month.
  • For navigating the fourth & back button is given just before add button.

Document

  • The document for staff can be seen here.
  • The document option has to be clicked; new page will document details will get opened.
  • The titles which are describing the documents are category, category types, expires, document (document can be downloaded here), status (inactive or active) & action.
  • The details can be viewed, updated & deleted here.
  • Filter can be used to filter the details.
  • New document can be added with the “+ new document” button.
  • Specific & particular document can be searched with the search option.

View Staff Document

  • The staff document can be viewed here.
  • The view button in action tab has to be selected for viewing staff document.
  • The new screen will get opened with the staff document details such as category, category type, app visibility, expiration, expires & document (it is given to download the available document).

Update Staff Document

  • Existing staff document can be updated with the update option.
  • This option is placed on the view screen at the right side.
  • New screen will get opened and thus the document can be updated.
  • These can be managed with the manage tab & synced with Xero

Adding New Document

  • The new document can be added with the add button.
  • The staff document can be added here.
  • The “+ new document” button can be seen at the right side of the screen, for adding new document the button should be pressed.
  • New screen will get opened and thus entering all mandatory fields such as category, app visibility, expiration & the document should be uploaded in a proper format.
  • The new document can be created with the submit button.

For Client

  • Firstly, admin has to select the client from drop down option if admin wants to view the client details.
  • The features will be as follows
  • The details can be seen with the day, week & month. For adding the new data, the add button can be used which is placed just before the “Today” button as shown in image down.
  • After this the page with client detail will get opened.
  • For viewing the event details completely, user has to click on the image of a staff.
  • The details will include details like Client, Client Expense, Time & Location, Carer Information & Instructions.
  • These all details are in two states, if the status for staff is invoiced then the details are only viewable.
  • If the state of staff is showing in red that is pending status, then it is viewable & editable.
  • Event can be updated here with update event option & can delete the event with delete button.
  • User has to click on update option, after clicking new window will open with mandatory details. The details have to be filled as below;

Client

  • In this tab the details must be filled like “choose Client, Price Book & Fund”. (These all details have to be filled with dropdown option.

Shift

  • This will include the details like shift type & Shift Allowance.
  • These have choices given with checkboxes at left side such as Transport, Self, Driver Allowance application, under free service range.

Fare Type

  • Here the fare type can be updated, the sections are Price KM, KM & Amount. (These all details have to be filled with dropdown option).

Time Location

  • This will include the time, location. Start time, end time, address, unit apartment number,

Carer Details

  • This tab will contain details relate to “carer, choose carer notify carer, choose pay group”. (These all details have to be filled with dropdown option).
  • Instructions can be written in the instruction box.

Task

  • Here user can view the task with “task title, task description”. The checkbox has to be ticked for mandatory.
  • The task can be deleted with delete button & tsk can be added with add button.
  • These details can be saved with save button.
  • It has a delete button at the right side to delete the entered details.

Client View & Staff

  • The first option present here is details
  • This option is clickable and after clicking the page will directly jumps to manage client module displaying client details such as name, gender, apartment no, DOB, mobile no, email, religion, marital status, nationality, address & language.
  • The whole features can be managed with the manage tab, this tab include the options like add shift. add expense, notes, billing report, calendar & document.
  • These all options can be updated with the update button.

Update Client Details

  • The client details can be updated here with the update button just right to the client details.

Funds

  • The section highlights about the funds of client.
  • The client’s fund can be seen with names, start, expires, amount, balance & action.
  • The fund view can be viewed, updated & deleted with the action tab.
  • The new fund can be added with the “+add new fund” button.
  • Specific fund can be searched using search bar.

View Funds

  • In action tab admin can view the funds of client.
  • Admin has to click on the view button, the view page will get opened.
  • The view screen will display with the details such as name, start date, expires date, amount, balance & default status (yes/no).

Updating funds

  • Here the funds can be updated with the update button.
  • The new screen will pop up with the fund form details such as name, start date, expires date, amount, balance & default status (yes/no).
  • These all filled details can be save with the save button thus the fund can be updated.

Delete action

  • The delete action can be done with the delete button, unwanted or no longer needed funds can be deleted with the delete button.

Adding New Fund

  • New fund can be added with the “+New Fund” button.
  • After clicking the add button, a new form screen will open with details name, start date, expires date, amount, balance & default status (yes/no).
  • The new fund can be added.

Documents

  • Here in this section the documents can be viewed.
  • The documents which are present here can be seen with the title’s names, category, staff visibility
  • Search bar is given to search specific document.
  • Previously stored/saved documents can be checked with the series at the bottom.
  • View all can be used to view all documents, this will directly take admin to the manage client screen.

Invoices

  • This is the section where the invoices for the clients can be viewed & checked.
  • The invoice section contains the labels such as invoice date, invoice issue date, amount, tax, balance, payment date & status (paid or unpaid)
  • Specific invoices can be searched using search bar.

Public Information

  • The general information can be checked out here.
  • This information can be updated.
  • The new public information can be added.

Settings

  • Admin can manage the NDIS Number, Aged Care Recipient ID, Reference Number, Custom Field, PO Number, Client Type, Default Price Book, Team, Share Progress Notes Enable SMS Reminders, Invoice Travel.

Setting Update

  • The setting panel can be updated with the update button at the right side of the screen.
  • The new page with details gets popped up once the update button is clicked.

Additional Contact

  • Additional contact can be viewed with this section.
  • These details can be viewed, updated & newly added.
  • The details can be viewed under the titles such as full name, contact & email.

View additional Contact

  • Here the additional contact can be viewed.
  • After clicking the additional contact button, the new screen will pop up with the additional contact information.

Update Additional Contact

  • The new screen will open for updating additional contact.
  • This can be done for the additional contacts if any change requires in the existing contacts.
  • The update icon should be pressed for updating the contact.

Adding new additional contact

  • Admin can add new contact here.
  • The new screen will get opened for adding additional contact.
  • This can be done for the additional contacts if any change requires in the existing contacts.
  • The update icon should be pressed for updating the contact.

Additional Information

  • Here the additional information can be seen.
  • The existing information can be updated here with the update button,
  • Update button can be seen at the right side of the module.
  • Information can be archived here with the archived button.

Archive

  • Information can be archived here with the archived button.
  • Once archived staff will no longer visible in the list.
  • If admin wishes to unarchive, archive menu has to be used.

Updating Additional information

Communication

  • This section will help to understand the communication notes
  • Post clicking the tab, the new page will get opened with the fields such as Notes title, description & uploading image field.
  • Previously created notes can be viewed with the” view notes” button.

Viewing Notes

  • After clicking on view notes, new window will get opened with the note’s details.
  • Here at the top right side new window add note option is available.
  • With the option new notes can be added.

Adding New Notes

  • Post licking this option new window will get popped up for adding new notes.
  • Filling up the mandatory fields the new notes can be added.
  • A checkbox is given separately for making a note private.

Add Expense

  • Client expenses can be added here.
  • The tab includes an access to the admin so that once the option “Add Expense” is pressed the new window will pop up with the expense details.
  • Fill out expense details and click save, expense will get added.

Billing Report

  • The billing report for client can be managed here.
  • The section can be seen with the labels such as Date, Shift, Client, Start Time, Finish Time, Hours*Rate Additional Cost, Distance Rate, Total Cost, Running Status (Pending or Approved).
  • Particular billing report can be searched with the search bar.
  • Back existing billing reports can be checked with the downside series.
  • Billing report can directly fetch admin to “Manage invoices” module.

Calendar

  • Here the client status can be understood with the calendar view.
  • The details will be showing just like calendar and it is easier to understand with the legends whether the shift is booked, pending, or invoiced.
  • Active day data can be checked in today’s tab, whereas the details will be shown day, week & month.
  • For navigating the arrow buttons are given just before add button.

Week view

  • If admin wants to view the details in week mode the week tab should be selected and the data will be get converted into week manner.

Document

  • Here in this section the documents can be viewed.
  • The documents which are present here can be seen with the title’s names, category, staff visibility
  • Search bar is given to search specific document.
  • Previously stored/saved documents can be checked with the series at the bottom.

View Client Document

  • The staff document can be viewed here.
  • The view button in action tab has to be selected for viewing staff document.
  • The new screen will get opened with the staff document details such as category, category type, app visibility, expiration, expires & document (it is given to download the available document).

Update Client Document

  • Existing staff document can be updated with the update option.
  • This option is placed on the view screen at the right side.
  • New screen will get opened and thus the document can be updated.

Adding New Client Document

  • The new document can be added with the add button.
  • The staff document can be added here.
  • The “+ new document” button can be seen at the right side of the screen, for adding new document the button should be pressed.
  • New screen will get opened and thus entering all mandatory fields such as category, app visibility, expiration & the document should be uploaded in a proper format.
  • The new document can be created with the submit button.

Manage Staff

  • This module is to manage the staff section of organization. The listed sub modules are included in this panel.

Staff Members

  • Here the details related to staff can be viewed.
  • In this module user can view the details of staff with Name, Email, Mobile, User type status (active/inactive) and action.
  • For inactive status if admin activates the staff, an auto email will be triggered to the staff’s email address so that staff can use the mobile app.
  • The auto email will enclose a user id & password for the staff’s mobile application.
  • All details are viewable and can be deleted with the respective buttons.
  • User can search the required details using search bar.
  • User can use back records to navigate the back records
  • New staff members can be added here with the add button.
  • Filter can also be applied with the filter option at the right side to do an advanced search.

Staff Details

  • Here the details for staff can be viewed.
  • The details will contain the labels such as name, contact number, email, address, gender, role, employment type, DOB, spoken languages & skills.
  • This can be updated with the update option at the right side.
  • The details can be managed under manage tab.
  • The details can be synced with the sync button.
  • This further can be described same as the dashboard holding the tabs “add shift, timesheet, communication, calendar, document & reset password”.

Update Staff Details

  • The staff details can be updated here.
  • The new window will pop up & the details such as name, contact number, email, address, gender, role, employment type, DOB, spoken languages & skills have to be filled.
  • The image should be uploaded for staff.

Compliance

  • The compliance and its details can be viewed here.
  • The labels which can be used to view the compliance are category, expired at, last update & status (specified or not specified).
  • This can be managed with the “manage all” button at the right side.
  • After clicking the manage all button it will redirect to the staff document present in the dashboard.
  • In category the titles are “COVID-19 Compliance, First Aid Certificate, NDIS Worker Check (NDISWC), Police Check, Visa Documentation, Working with Children Check, Showing 1 to 6 of 6 entries”.

KPI Mapping

  • This section in the client section of dashboard is used to view the all KPI that has been mapped against client.
  • These all KPI’S can be updated with the update icon at the right side.

KPI Update

  • The KPI’S can be updated here.
  • The update button is placed at the right side of the KPI section screen.
  • The update button has to be pressed for updating then a new screen will open.
  • On update screen two fields are present with title assigning to.
  • User first has to select the type (for whom the KPI has to be assigned) from the drop-down option.
  • After selecting the type, the staff should be selected from the drop-down options.
  • Marking the given KPI will update the KPI.
  • This page will directly jump to manage accounts module”

Settings

  • Admin can manage the role, teams, notify, notify timesheet approval, subscribe to notification, subscribe email categories, available for rostering, read & write private notes (staff notes & client notes), no access (whether access is given or not) & account owner.

Setting Update

  • The setting panel can be updated with the update button at the right side of the screen.
  • The new page with details gets popped up once the update button is clicked.

Next of Kin

  • Here the next of kin can be managed with the titles such as name, relations. Contacts & email id.

Next of Kin Update

  • The next of kin can be updated with the update option.
  • The screen will get opened as shown in the image.

Payroll Setting

  • Payroll setting is module of the application where the setting can be done for payroll section.
  • The setting can be checked & carried out for the labels such as pay group, allowances, agreed daily hours, agreed weekly hours, External System Identifier & Check In Threshold.

Payroll Setting Update

  • The payroll setting can be get updated with the update button.
  • The new screen will pop up with the details as the update button is clicked.

Notes

  • Here the notes can be viewed with the notes option.
  • It has update access given to the admin.

Archive

  • Here admin can archive the staff.
  • Then after the archived staff will no longer visible in the list.
  • If admin wishes to unarchive, archive menu has to be used.

Teams

  • Here user can manage the team sections.
  • With following details user can fetch the details Team title, Staff count, status & action.
  • From team title, user can know the team title and the number of staff count it holds.
  • User can add new team with the icon of adds new staff at the right side.
  • Status will explain the active or inactive state of team.
  • User can filter the details with filter option.
  • User can search the required details using search bar.
  • User can navigate to the back records

View Team

  • The team & details can be viewed here.
  • The view button has to be pressed then a new screen will pop up.
  • The new screen will flash all the details of team such as “Team Title, House Keeping Team, Staff, Staff Demo, Note, Cancel”.
  • These all details can be updated further with the update button which is at the right side.

Update Teams

  • The teams’ details can be updated with the update button.
  • The new screen will get opened after the update button is clicked.
  • The screen will contain the fields such as team title, staff & note box (description should be mentioned here).
  • With the update button at the bottom, the details will be updated.

Add New Team Members

  • New teams can be updated with the add button.
  • The new screen will get opened after the add button is clicked.
  • The screen will contain the fields such as team title, staff & note box (description should be mention here).
  • With the add button at the bottom, the new team will get added.

Archived

  • In this tab user can view the archived staff list.
  • The details of archived staff can be reflected with names, email, mobile, user type, status and action.
  • User can filter the details with filter option.
  • User can search the required details using search bar.
  • User can use previous and next button to navigate.

View Archived

  • This section can be useful to view the archived staff list.
  • The view button has to be pressed and then it will directly fetch to the view staff page from manage staff module.
  • The details can be viewed for two fields “Active & Inactive”.
  • All these details can be synced with xero with sync button.
  • For each title in the view section, update option is available to update the archived.

Document Centre

  • In this tab user can view and manage the shared documents.
  • Documents can be viewed with Document name, Document Last update, Status & action.
  • Here an access is given to download the document.
  • At right side there is an access to view expired documents.
  • User can search the required details using search bar.
  • User can use previous and next button to navigate the back records.
  • Status will explain the active or inactive state

View Document

  • The entire tab can be viewed with the view button present in action menu.
  • The view button should be pressed for viewing the documents.
  • After clicking the button new window will get popped up & documents can be viewed

Update Access

  • Documents that need to be updated, it can be done here.
  • The update button should be clicked to update.
  • The new window will pop up with the details such as serial, document name, document (document is given in downloadable format), last update, status & action.

Delete Access

  • Particular details can be deleted.
  • After clicking the delete button, delete pop up will show.

Document Upload Menu

  • Documents can be uploaded with upload document option. After clicking on its new window will pop up.
  • Document should be uploaded in a proper format in the upload category field.

Expired Document View

  • Here expired document can be viewed with the labels such as serial no, staff, category, document (document is given in downloadable format), document name, expired (it will mention the document is expired from how many days).
  • Particular search can be made using search bar.
  • Previous records can also be checked.

Calendar

  • This option will direct to the dashboard calendar view.
  • On the right side the legends are used to show the status of the client & staff.
  • The legends are as below

1. Blue-Invoiced

2. Green- Booked

3. Red- Pending

4. Grey- Leave

  • On the same screen the option is available to filter out the data with respect to Staff & Client.
  • These two can be selected as per which details admin wants to view.
  • The staff & client options are given in drop-down option.
  • At the last corner the manage unavailability status can be marked with the option as shown in image.
  • Admin can see the special note for shifts of two or more days, shows as combined with respective colour legend.

Staff Leave

  • Admin has access to check, view & manage Leave for staff here.
  • The tab is helpful to understand when staff has taken the leave, date, start time, end time, reason for the leave, applied date, status (approved/rejected, pending) & action (view & delete).
  • Search can be made using search bar.
  • Back records can be checked here with the serial number given at down side.
  • No longer needed leave record can be deleted or the leave request which is pending status since a long time can be deleted with the delete button.

View Staff Leave

  • Here the staff taken leave can be viewed thoroughly.
  • As the view button is pressed the new window for viewing staff details will pop up.
  • The screen will be showing all information about the staff leave.

KPI Tracker

  • The section highlights the tracker for KPIs.
  • The KPI can be tracked in this sub module.
  • For tracking the KPI, the date field has to be entered with a date for which KPI has to be tracked down.
  • This KPI can be tracked out against Staff.
  • The labels will include staff names.
  • Before every staff name a yes and no option is given.
  • View KPI response button is given at the right side.

View KPI Response

  • Here the KPI responses can be viewed.
  • The menu present for viewing KPI response has to be clicked.
  • After that new window will come up with the date field.
  • Entering the required date in the field the KPI response can be searched.

Manage Client

  • This module is specially designed & developed for admin to manage the client.
  • Admin can manage the client related section here.
  • The followings are the sub modules present in the module:

Client List

  • Here the client list can be viewed & managed.
  • The client list can be viewed with the labels such as type, name, email, mobile number, is family (yes/no), status & action (View, delete, add family & client goal).
  • New client can be added to the list with “+ New Client” menu button.
  • These all details can be sorted out with the filter option.
  • Required client can be searched using search bar.

View Client List

  • Client list can be viewed here with the help of view button in the action tab.
  • The new page will get open after clicking the view button,
  • The screen will be having all details relate to client.
  • The details will be same as the dashboard’s client view page.
  • This option is clickable and after clicking the page will directly jumps to manage client module displaying client details such as name, gender, apartment no, DOB, mobile no, email, religion, marital status, nationality, address & language.
  • The whole features can be managed with the manage tab, this tab include the options like add shift. add expense, notes, billing report, calendar & document.
  • These all options can be updated with the update button.

Update Client Details

  • The client details can be updated here with the update button just right to the client details.

Funds

  • The section highlights the funds of client.
  • The client’s fund can be seen with names, start, expires, amount, balance & action.
  • The fund view can be viewed, updated & deleted with the action tab.
  • The new fund can be added with the “+add new fund” button.
  • Specific funds can be searched using search bar.

View Funds

  • In action tab admin can view the funds of client.
  • Admin has to click on the view button, the view page will open.
  • The view screen will display with the details such as name, start date, expires date, amount, balance & default status (yes/no).

Updating funds

  • Here the funds can be updated with the update button.
  • The new screen will pop up with the fund form details such as name, start date, expires date, amount, balance & default status (yes/no).
  • The filled out details can be save with the save button thus the fund can be updated.

Delete action

• The delete action can be done with the delete button, unwanted or no, longer needed funds can be get deleted with the delete button.

Adding New Fund

  • New fund can be added with the “+New Fund” button.
  • After clicking the add button, new form screen will get opened with details name, start date, expires date, amount, balance & default status (yes/no).
  • The new fund can be get added.

Documents

  • Here in this section the documents can be viewed.
  • The documents which are present here can be seen with the title’s names, category, staff visibility
  • Search bar is given to search specific document.
  • Previously stored/saved documents can be checked with the series at the bottom.
  • View all can be used to view all documents, this will directly take admin to the manage client screen.

Invoices

  • This is the section where the invoices for the client can be viewed & checked.
  • The invoice section contains the labels such as invoice date, invoice issue date, amount, tax, balance, payment date & status (paid or unpaid)
  • Specific invoices can be searched using search bar.

Public Information

  • The general information can be viewed here.
  • This information can be updated.
  • The new public information can be added.

Settings

  • Admin can manage the NDIS Number, Aged Care Recipient ID, Reference Number, Custom Field, PO Number, Client Type, Default Price Book, Team, Share Progress Notes Enable SMS Reminders, Invoice Travel.

Setting Update

  • The setting panel can be updated with the update button at the right side of the screen.
  • The new page with details will pop up once the update button is clicked.

Additional Contact

  • Additional contact can be viewed with this section.
  • These details can be viewed, updated & newly added.
  • The details can be viewed under the titles such as full name, contact & email.

View additional Contact

  • Here the additional contact can be viewed.
  • After clicking the additional contact button, the new screen will pop up with the additional contact information.

Update Additional Contact

  • The new screen will get opened for updating additional contact.
  • This can be done for the additional contacts if any change requires in the existing contacts.
  • The update icon should be pressed for updating the contact.

Adding new additional contact

  • Admin can add new contact here.
  • The new screen will open for adding additional contact.
  • This can be done for the additional contacts if any change requires in the existing contacts.
  • The update icon should be pressed for updating the contact.

Additional Information

  • Here the additional information can be seen.
  • The existing information can be updated here with the update button
  • Update button can be seen at the right side of the module.
  • Information can be archived here with the archived button.

Archive

  • Information can be archived here with the archived button.
  • Then after the archived staff will no longer visible in the list.
  • If admin wishes to unarchive archive menu has to be used.

Updating Additional information

  • The details will include details like Client, Client Expense, Time & Location, Carer Information & Instructions.
  • All these details are in two states, if the status for staff is invoiced then the details are only viewable.
  • If the state of staff is showing in red that is pending status, then it is viewable & editable.
  • Event can be updated here with update event option & can delete the event with delete button.
  • User has to click on update option, after clicking new window will open with mandatory details. The details have to be filled as below;

Client

  • In this tab the details must be filled like choose Client, Price Book & Fund. (These all details have to be filled with dropdown option.

Shift

  • This will include the details like shift type & Shift Allowance.
  • These have choices given with checkboxes at left side such as Transport, Self, Driver Allowance application, under free service range.

Fare Type

  • Here the fare type can be updated, the sections are Price KM, KM & Amount. (These all details have to be filled with dropdown option).

Time Location

  • This will include the time, location. Start time, end time, address, unit apartment number,

Carer Details

  • This tab will contain details relate to carer, choose carer notify carer, choose pay group. (These all details have to be filled with dropdown option).
  • Instructions can be written in the instruction box.

Task

  • Here user can view the task with task title, task description. The checkbox has to be ticked for mandatory.
  • The task can be deleted with delete button & tsk can be added with add button.
  • These details can be saved with save button.
  • It has a delete button at the right side to delete the entered details.

Add Expense

  • Client expenses can be added here.
  • The tab includes an access to the admin so that once the option “Add Expense” is pressed the new window will flash with the expense details.
  • Filling up the entire detail’s client expense will get added.

Billing Report

  • The billing report for clients can be managed here.
  • The section can be seen with the labels such as Date, Shift, Client, Start Time, Finish Time, Hours*Rate Additional Cost, Distance Rate, Total Cost, Running Status (Pending or Approved).
  • Particular billing reports can be searched with the search bar.
  • Existing billing reports can be viewed with the downside series.
  • Billing report can directly fetch admin to “Manage invoices” module.

Calendar

  • Here the client status can be viewed with the calendar view.
  • The details will be showing just like calendar and it is easier to understand with the legends whether the shift is booked, pending, or invoiced.
  • Active day data can be checked in today’s tab, whereas the details will be shown day, week & month.
  • For navigating the left and right arrow buttons are given just before add button.

Week View

  • If admin wants to view the details in week mode the week tab should be selected and the data will be get converted into week manner.

Document

  • Here in this section the documents can be viewed.
  • The documents which are present here can be seen with the title’s names, category, staff visibility
  • Search bar is given to search specific document.
  • Previously stored/saved documents can be checked with the series at the bottom.

View Client Document

  • The staff document can be viewed here.
  • The view button in action tab has to be selected for viewing staff document.
  • The new screen will get opened with the staff document details such as category, category type, app visibility, expiration, expires & document (it is given to download the available document).

Update Client Document

  • Existing staff document can be updated with the update option.
  • This option is placed on the view screen at the right side.
  • New screen will get opened and thus the document can be updated.

Adding New Client Document

  • The new document can be added with the add button.
  • The staff document can be added here.
  • The “+ new document” button can be seen at the right side of the screen, for adding new document the button should be pressed.
  • New screen will get opened and thus entering all mandatory fields such as category, app visibility, expiration & the document should be uploaded in a proper format.
  • The new document can be created with the submit button.

Add Family

  • Here admin can add the family to the client section.
  • The option can be used from the action tab present in the manage client module’s client list.
  • As the add family button is clicked the new screen with family form will get opened.
  • The screen will display the mandatory fields such as Salutation, First Name, Middle Name, Last Name, Display Name, Gender, Unit / Apartment Number, Date of Birth, Mobile, Phone, Email, Religion, Marital Status, Nationality, Language, upload image (should be uploaded in proper format), Client is Prospect (yes or no) & address.
  • These all details can be get saved with the submit button.

Client Goal

  • Here the client goal can be viewed.
  • The option can be selected with the “client goal” option present in the action menu button in the manage client module.
  • This option will go directly to the “client goal” sub module of “manage client module”.
  • This page will consist of the labels such as client name, goal title, date of commenced, date of achieved, date closed, status(active/inactive) & action.
  • Action will further have four sub actions such as view, update, delete & strategies.
  • New goals can be added with the “+new goal” option present at the top right side.
  • The details can be filtered out as per the requirement with filter option.
  • Previously stored records can also be seen.

View Client Goal

  • Admin can view the client goal here with the view action.
  • The view button has to be clicked for viewing the client goal.
  • The new form screen will get opened and thus admin can view the client goal completely.
  • The labels which are present in the view form are client name, goal title, date of commenced, date of achieved, date closed & goal description.
  • On the view screen the update button is available for updating any changes in the client goal.

Update Client Goal

  • Here admin can use this section to update the already saved client goals.
  • The update button has to be clicked for update action, new screen with update fields will open and thus the client form can be updated.
  • The client’s name has to be selected from the dropdown options, next field is for goal title, date of commenced, goal achieved(yes/no) & goal closed(yes/no).
  • Description box has to be filled and with update button the client goal can be updated.

Delete Client Goal

  • Client goal can be deleted with the delete button in the action menu.

Strategies

  • Client goal can be deleted with the delete button in the action menu.

View Strategy

  • Here the strategy present in the application can be viewed.
  • The view action has to be selected and thus the new screen will get opened with the view details for strategy details.
  • The view can be done with the titles as due at, completed at, completion outcome, review at, review outcome.

Update Strategy

  • Here admin can update the strategy which requires changes.
  • The update button can be seen at the view screen at the right side.
  • The button has to be clicked for the update screen; the screen will get popped up.
  • The mandatory fields have to be filled out and with the save button the details can be saved and the strategy can be got updated.

Delete Strategy

• The strategy can be get deleted with the delete button.

Adding New Strategy

  • New strategy can be get added with the add button.
  • The new screen for adding strategy will get open and the mandatory fields has to be get filled.
  • The new strategies will get added.

Client Family

  • Here the client family can be checked out.
  • The module for family starts with the client field, the client’s name must be selected from the drop-down options.
  • The details can be seen with the labels such as Client name, family name, family code, email, mobile, status (active/inactive) &action (view, update & delete).
  • Filter can be applied with the filter option.
  • Search bar is given at the right side next to filter to search out any specific family.

View Family

  • Here admin can view the family details.
  • The view button has to be pressed for viewing the family.
  • The view screen will get open then after the details can be viewed.

Update Family

  • The family details can be get updated with the update button.
  • The new screen will get open with the all-mandatory details.
  • The mandatory fields have to be filled and thus with the update button all details will get updated.

Delete Family

  • The family details entry can be deleted if it no longer needed.

Manage Invoices

  • The invoices issued to client can be manage here.
  • The invoices are the generated bills with detailed view of the services and the expenses for which client has been charged.
  • The module contains further sub modules explained as below:

Invoice List

  • Here the generated invoices can be viewed, the labels which display the invoice lists are invoice number, to, amount, tax, balance, status & issued date.
  • At top the mandatory fields can be seen such as all client, all status, all client type, all month.
  • These all-mandatory fields have to be chosen from the drop-down option.
  • Below to these mandatory fields search option & generate option is given.
  • After selecting the generate option the page will directly go to the” generate” submodule showing all the details for generating an invoice.
  • For searching the invoice, the search button should be clicked & for generating invoice the generate button should be pressed.
  • Specific invoice can be searched using search bar.

Voided Invoices

  • Voided invoice can be used to check & view all information for the invoices list.
  • The voided invoices can be checked with the labels such as invoice number, to, amount, tax, balance, status & issued date.
  • For viewing any specific voided invoice, the ”Shift Date” field is given with start date & end date.
  • Entering the dates in the field the search can be done.

Generate Invoice

the view is designed especially for checking the generated invoice & to generate the invoices.

  • The screen will get opened with the” Shift Date” field is given with start date & end date at the top side.
  • Two separate check boxes for the “Mileage” & “Expense “can be seen at the top side of the screen.
  • Admin can see the details with the titles such as client, total shift, to, purchase order, tax, total cost, status etc.
  • View report is given just next to the total shifts label, where the billing report can be viewed after clicking on the view report.
  • The title “shift “is allocated with the client report which will redirect to the view event page after clicking.

View Report Screen (View event screen)

  • This can further be updated with the update button.
  • The unnecessary reports can be deleted with the delete button.
  • The new screen for updating event will appear and thus filling all details over the event can be updated.

Reports

  • Admin can view & check all the reports here like “Invoice Report, Payment Report, Time Tracker, Valuation Report, Compliance Report, Skill Report, Action Report, Qualification Report, Area Tracker, Log Report & KPI Report”.
  • The reports can be explained thoroughly as below:

Invoice Report

  • The reports for invoices can be viewed in the submodule Invoice report.
  •  The reports relating to invoices can be checked here with the labels invoiced. Booked, cancelled, pending.
  • The search field is given to search the report, the options are given in the drop-down form.
  • After searching for the desired status, the graph will appear at the upper side.
  • The graph will show the status.
  • At downside the labels can be seen date, shift, client, area & status.
  • Particular reports can be searched with the search bar given at the right side.
  • All these details can be exported with the export button placed at the down side & the page can be printed out with the print out button just before the export button.

Payment Report

  • Admin can view all the reports here related to payment.
  • The payment report can be seen with the filter option where the options have to be select for Hours, mileage & expense.
  • After selecting the desire option, the report will be displayed for the particular selected option.
  • The field is given at the top side of the payment report screen where in the drop-down options the hours, mileage & expense are given.
  • After selecting the option, admin has to enter the start date and end date in the respective fields.
  • Then the search button has to be clicked.
  • The report will get displayed with the details such as client, delivered amount, invoiced amount, cancelled amount, non-invoiced amount, delivered hours, invoiced hours, canceled hours & non invoiced hours.
  • The reports can be printed out with print out command button.
  • The report can be exported with the export button.
  • Specific required report can be searched with search bar.

Time Tracker

  • The section highlights the pointers related to the timesheet here.
  • Th staff unapproved shifts, day, weekends, weekdays shift timing (12am-6am, 6am-8pm,8pm-10 pm(weekday), 10pm-12pm(weekday).
  • The mileage will be given in “KM”.
  • The expense & allowances will be in “$”.
  • The action menu is given at the right side of the screen, this menu is having “view timesheet” option.

Timesheet View

  • Here the timesheet can be viewed.
  • For viewing the timesheet, the view option has to be selected from the action tab.
  • The new screen will get appeared with the details such as date, shift, client, start time, finish time, hours, extra time, distance, expenses. Allowances & action.
  • Action contains two menus approve & edit.
  • For viewing the timesheet start date & end date has to be entered in the field placed at the top side.
  • These all data can be synced with the sync button.
  • Particular detail can be searched using search icon.
  • The sheet will get open for only that entry which admin will select.
  • The timesheet detail will be for only one staff member at a time.

Approved Screen

  • The approve timesheet menu is designed to approve the pending status of timesheets.
  • The button has to be pressed for the action.
  • Status change confirmation message will appear.

Edit Timesheet

  • The timesheet can be edited with the edit option.
  • The edit button should be clicked and then the new form for editing the timesheet will appear.
  • Here the timesheet can be edited.

Valuation Report

  • The reports for valuation can be stored here.
  • Admin can view all the valuation reports here with the bar graph & a pie chart.
  • There are four fields at the top which are “All Field, Hours Field, Start Date Field & End Date Field”.
  • The “All field” contains the drop-down options “client expense, domestic assistance, night shift, personal care, respite care”.
  • The hour field contain three drop downs” Hours, mileage & expense”.
1. The graph shows the status with the legends
2. Blue-Booked
3. Green-Pending
4. Orange- Cancelled
5. Red- Absent
  • Below to this the labels” Booked Pending, Cancelled, absent & total “can be seen.
  • These all details will be highlighting the staff name before the titles.
  • All these details will be displayed in “$”.
  • Print out can be taken out for all the information.
  • All details can be get exported with export button.
  • The required valuation report can be searched with the search option.

Compliance Report

  • Admin has access to fetch all the compliance reports here.
  • The reports can be checked with the labels “staff name, Covid-19 Compliance, Police Check, Visa Documentation, first aid certificate, NDIS Worker check (NDISWC), working with children check.
  • Particular compliance reports can be viewed with the search option.
  • The details can be exported with the export button.
  • The print out option is given to print out the page.

Skills Report

  • The skills report is the report where admin can view all the skills operating in the application.
  • The report can be viewed with the titles such as, “staff name, aged care assessment, food handling, hoist training, online training, austim training, manual handling, medication handling, suctioning care, complex physical care assessment, disease care assessment, pediatric/children assessment & wheelchair assessment.
  • The details can be exported with the export button.
  • The print out option is given to print out the page.

Action Reports

  • Admin can view all the action reports here.
  • The reports are present here with the labels such as” users, injuries, feedback, inquiries, incidents, progress note & total”.
  • The field option is given at the top side with two drop-down options “staff & client”.
  • After selecting either staff or client the report will display related selection.
  • The start date & the end date has to be entered in the field and thus the report will get displayed.
  • The specific reports can be searched with search option.
  • The details can be exported with the export button.
  • The print out option is given to print out the page.

Qualification Report

  • The report is based on the qualification.
  • The reports will have all the details related to qualification of staff name & different certificates.
  • The details can be exported with the export button.
  • The print out option is given to print out the page.
  • The specific reports can be viewed with search option.

Area Tracker

  • Area tracker as the name suggests, the section highlights the area of staff & client.
  • Two checkboxes are given for staff with blue map icon & for client with red map icon.
  • The map is given on the screen to track the area easily.
  • Two legends are used to show the client area & staff area.
  • Two respective fields are given for staff and client.
  • The staff name & client name has to be selected from the drop-down option.
  • After selecting the staff and client the area will be detected into the given map.
  • It will be easy to track the areas & distance as well.
  • To enter the Fullscreen the option is given at the right side of the map.
  • The street view can also be enabled with the option given at right side.
  • The map can be zoomed in with the “+” sign and can be zoomed out with the “- “located at the down right side.

Log Report

The report related to the staff & client logs can be seen here.

  • The report related to the staff & client logs can be seen in this sub-module.
  • Admin can view all the log reports here with the bar graph & a pie chart.
  • The screen has four fields at the top which are “All Field, Hours Field, Start Date Field & End Date Field”.
  • The “All field” contains the drop-down options “client expense, Coordination, domestic assistance, night shift, personal care, respite care, sleep over, support & transport”.
  • The hour field contains three drop downs” Hours, mileage & expense”.

1. The graph shows the status with the legends
2. Blue-Booked
3. Green-Pending

4. Orange- Cancelled
5. Red- Absent

  • Below to this the labels” Booked Pending, Cancelled, absent & total “can be seen.
  • All these details will highlight the staff name before the titles.
  • So that it will get easier to understand the data for which staff.
  • The pay for all these details will be calculated in “$”.
  • log reports can be printed.
  • All details can be exported with export button.
  •  The required log report can be searched with the search option.
  • Specific and required log report can be searched using search bar.

KPI Report

  • The reports for all the KPI’s can be viewed here.
  • The section can be viewed here with the start date & end date.
  • Two fields are given here for entering the start date & end date.
  • After entering both the dates the search button can be used to search the KPI.
  • These details can be exported using export button.

Manage Accounts

  • This module allows access for an admin to manage the accounts.
  • The module contains all the functionalities listed below:

Invoice Setting

  • The section is helpful to manage the invoice settings.
  • Here user can manage the invoices of client.
  • Here the complete details for invoice will be displayed like “ABN, address, phone, payment terms, contact emails, email message, payment rounding, NDIA provider number, cost calculation is based on, cancelled by client label, invoice item default format & Transport Rate Per Km”.
  • Next to it user can view the Taxes and Account details.
  • These options can be updated and edited with the option update
  • This section includes Invoices, Taxes & Account Details
  • Tax details include “Name”.
  • Account details include” Account Name, Account Number & BSB”.
  • These all details have update option at the right side.
  • This can be explained further in below steps:

Update Invoices

  • The invoices can be updated here.
  • The update button should be pressed for updating the invoice.
  • The new screen will get opened and thus filling all mandatory details on the screen the invoices can be updated.

Updating Tax

  • The tax can be updated here with the update button.
  • The new screen with update form will get open and thus the tax can be updated by entering all the details.

Updating Accounts

  • The accounts can be updated here with the update button.
  • The new screen with update form will get open and thus the accounts can be updated by entering all the mandatory fields such as Account Name, Account Number & BSB.

Price Book

  • In this admin can view and manage the price book.
  • The details can be seen in this panel “price book External id status and action”.
  • In the status option user can active/inactive status of the entry. With action button user can manage the entries.
  • With import button user can import the data.
  • admin can add the new price book with add new price book button.
  • admin can filter the details with filter option.
  • admin can use previous and next button to navigate.
  • admin can search with search bar at right side.
  • Filter option can be used to sort out the details as per the requirement.
  • In action tab the price book can be managed with the options as” View, Update. Delete & Price Details”.

Viewing Price Book

  • The existing price book can be viewed here.
  • The price book can be viewed with the view button at the action menu.
  • The new screen will open with the price book details.
  • The view screen has update button at the right side.
  • The details can be seen in this panel “Price Book External Id, Fixed Prices & Provider Travel”.

Update Price Book

  • The price book can be updated with the update button.
  • The screen will open with the details, entering all details the price book can get updated.

Delete Pricebook

  • After clicking the delete button, delete pop up will appear.

Price Details

  • The price details can be viewed here for the price book.
  • This menu has to be selected from the action tab.
  • The new screen will open to view the price details.
  • The details can be viewed with the “day of week, time, price per hour, reference number, effective date, status & action”.
  • The status can be viewed for active & inactive prices.
  • In action tab the menus’ view, update & delete are present.
  • New price details can be added with the add button.
  • Filter option can be used to filter the data.

View Price

  • Price can be viewed here.
  • The view button is present in the action tab.
  • After clicking the button a new screen will open & thus the prices can be viewed.
  • An update button is placed at the right side to update any changes in the price.

Update Price

  • The price can be updated with the update button.
  • The screen will open with the details, entering all details the price can get updated.

Add New Price

  • The new price can be added with the add button.
  • A new screen will open where you can enter all the details “day of week, time, price per hour, reference number, effective date & multiplier”, the new price can get added.

Pay Group

  • The section highlights the pay group.
  • The Pay Group can be viewed with the titles such as “Pay group name, status & action”.
  • The status is used to show the active or inactive status for the pay group.
  • The action menu contains four sub-menus such as “View, Update, Delete & Pay Items Details”.
  • The filter can be used to sort out the data as per requirement.
  • The new pay group can be added with the add button at the top right side.
  • Specific pay group can be found out with the search bar.
  • Previously stored records can also be navigated.

View Pay Group

  • The access has been given to view the pay group with the view button present at the action tab.
  • The view button has to be clicked to view the pay group.
  • The view screen will then open with the details for the pay group.
  • Update button can also be seen at the right side of the view screen.

Update Pay Group

  • The pay group can be updated with the update button.
  • The new screen will get updated with the update button.
  • Entering all mandatory field pay group name, the pay group can be updated.

Pay Item Details

  • The pay item details can be get viewed here.
  • The details which will be used to view the pay item details such are “day of week, time, effective date, external id, xero pay items, status & action”.
  • The action explains the stage of the pay item that Is active or inactive.
  • The action tab contains view, update & delete action.
  • The new pay items can be added with the add button.
  • Filter option can be used to filter out the respective pay item.
  • Specific pay item can be searched using search bar.

View Pay Item

  • The pay item can be viewed here completely.
  • The details will be viewed in this section for pay items.
  • The details will be “day of week, time, effective date, external id.
  • Update button can be seen at the view screen.

Updating Pay Item

  • The pay item can be updated here.
  • The update option has to be clicked; the new window will open with mandatory fields.
  • Filling up all the mandatory details the pay items can be updated.

Delete Pay Items

  • The pay items can be deleted with the delete button.

Adding New Pay Items

  • New pay items can be added with the add button.
  • The new screen will pop up for adding the new pay items.
  • Filling all mandatory details and thereafter with the submit button will add new pay items.
  • The screen is having external pay item, with this option the whole data can be synced with the xero.

Allowance

  • Admin have access to view & manage the allowance in this panel.
  • The allowance details are “allowance title, type, Value, External ID Code, external ID, Status & action”.
  • In allowance title, Type, external ID code as “Expense”.
  • In the status admin can see the active/inactive status of the allowance.
  • With action button user can manage the entries.
  • The new Allowance can be added with add new Allowance button.
  • Admin can filter the details with filter option.
  • Existing saved allowances can be navigated with the previous and next button.
  • Admin can search with search bar at right side.
  • Delete option can be used to delete allowance.

View Allowance

  • The allowance can be viewed with the view menu in the action tab.
  • The button has to be pressed for viewing the allowance.
  • New screen will open and thus the entire allowance can be viewed.
  • Update button is given at the right side of the view page.
  • The allowance can be viewed with the labels such as allowance title, type, Value, External ID Code, external ID.

Update Allowance

  • The allowances can update here with the update button.
  • The new screen will open for updating the selected allowance.
  • The fields are given here to fill with the labels allowance title, type, Value, External ID Code, external ID.
  • These fields should be filled out and with update button the details will updated the allowance.

Delete Allowance

  • The allowance will get deleted with the delete button.
  • The pop up will come when the delete command is pressed.

Adding New Allowance

  • The new allowance can be added to the module if required.
  • The button for adding the allowance has to be clicked, new window will appear with the details.
  • The new allowance form has allowance title, type, Value, External ID Code, external ID, these all has to be filled & with the submit button new allowance can be get added.

Manage Reminders

  • In this panel admin can have the access to view and manage the reminder.
  • The details will be Target, days, content, status & action.
  • In the status option the active/inactive status of reminder can be checked. With action button user can manage the reminders.
  • Admin can filter the details with filter option.
  • The previous and next pages can be navigated.
  • Admin can search any reminder with search bar at right side.
  • New reminders can be get included in the module with the “+ New Reminder” menu at the top right side.
  • Action tab is having three options, “view, update & delete”.

View Reminder

  • The reminder can be viewed with view option present in the action tab.
  • After clicking the button the new screen with show reminder details.
  • The details that can be viewed is Target, days, content, status & action.
  • The update button can be seen at the right side which can be used to update the reminder.

Update Reminder

  • Existing reminder can be updated here with the update button.
  • The update button is given in the action tab as well as on the view screen.
  • The new screen will open with the update form having all mandatory fields such as Target, days, content (description box should be mentioned properly).
  • After entering all the fields correctly, with the update button the reminder can be updated.

Delete Reminders

  • The reminder can be deleted here with the delete button.

Add New Reminder

  • New reminder can be get added in the module with the “+ New Reminder” button present at the right side of the screen.
  • When the button is clicked, the new window will open for adding the new reminder.
  • All details will be visible in the add screen and has to be filled out and thus with the submit button the new reminder will be get add.

Subscriptions

  • This module focusses on the subscription packages for your organisation.
  • In this panel admin can view the subscription details and plans.
  • After clicking on any subscription plan, it will redirect to dashboard’s page and you can upgrade your plan

Add Permission

  • In this module user can view and manage the role permission.
  • The details can be viewed with” Role Name, Role Permission, Map KPI, Status and Action”.
  • Status will reflect the state of role active/inactive and action can help to manage the roles.
  • Specific search can be made with search bar at right side
  • Existing records can be checked with previous and next button to navigate.
  • admin can use filter to view particular data.
  • New permission can be get added with the “+New Role” button.
  • Action tab contain “View, Update & Delete” menus.
  • The two labels Role Permission &, Map KPI is clickable and editable.

Role Permission Title

  • This tab in the” Role Permission” module is clickable and editable.
  • The title is highlighted in blue with text “Rights”.
  • The button should be clicked and the new screen will come up.
  • There the entire modules are given with checkbox. All the modules with action are given where for assigning the permission the checkbox has to be filled.
  • With submit button the assigning rights will get submitted.

Map KPI Title

  • This tab in the manage module “Map KPI” is clickable and editable.
  • The title is highlighted in blue with text “KPI”.
  • The button should be clicked and the new screen will come up.
  • There the entire KPI’S are given with checkbox. All the KPI’s with action are given where for assigning the KPI, the checkbox has to be ticked.
  • With submit button the assigning KPI will be submitted.
  • Two main fields are given “Role & Staff” for assigning the KPI’s.
  • Selecting both the fields from the drop-down options the KPI’s can be assigned.
  • The first field is for Role, two choices are given in the drop -down option.
  • Admin has to select either Carer or Driver for the “Role Field”.

View Role Permission

  • The role permission can be viewed here with the view option.
  • The view option is present in the action tab.
  • The view button is clicked then the new window for view will open and thus the role can be viewed.

Update Role Permission

  • Here admin can update the role permission.
  • The button is given at the view screen as well as in the action menu.
  • The update screen will get opened and thus entering the role name the save changes button has to be clicked so that the role permission will get updated.

Delete Role Permission

  • The role permission can be deleted with the delete button from the action meu.
  • The popup for delete will appear as the delete button is clicked.

Adding New Role

  • New role can be added with the “+ New Role” button.
  • The button has to be clicked and then a new window will open with role name field, filling the field with role name and with save changes button the new role will get added to the module.

Organization Master

  • In this user can view all the details relate to organization.
  • The following are the sub sections included.

Manage Client Document Categories

  • Here the details which admin can manage is Client documents.
  • The labels which are used to show are category status and action.
  • The Category will include
  1. Tube Feeding Plan
  2. Template Daily Service Report
  3. Support and Respite Plan
  4. Speech Pathologist Report
  5. Social Story
  6. Sensory Report
  7. RN Assessment
  8. PCP Report
  9. Public Guardian Document
  10. Psychologist Report
  • In the status admin can check the active/inactive status of the document category.
  • With action button user can manage the entries, this includes view, update & delete.
  • Admin can add the new document category with add new document category button.
  • Filter can be used to the filter details with filter option.
  • Admin can use previous and next button to navigate
  • Any document can be search with search bar at right side.

View Client Document Category

  • Here the client document category can be viewed.
  • The view button is present at the action menu.
  • The view button is clicked and thus the new screen will open with the document information.
  • At right side the update button can be seen.

Update Client Document Category

  • The update client document can be done with this update button.
  • The update button can be used from the action tab as well as from the view screen.
  • The new screen with the name document field will open and thus the existing document category can be get updated here.

Delete Document Category

  • The selected document category which is no longer needed can be deleted here.
  • The pop up will appear as soon as the delete button is pressed.
  • The delete button can be found in the action tab.

Adding New Document Category

  • New document category can be added with the “+ new document Category”.
  • The new screen with “category name” field will appear.
  • By entering the name for document category in the field the new document category can be added.

Manage Client Type

  • Admin can manage & view the client type here.
  • The client type details are visible here with the labels “client type status and action.
  • Status will be displaying the state of client type that is active or inactive.
  • Action can be helpful to manage the types with view, update & delete.
  • New client type can be added with the new client type add button.
  • Filter the details can be get done by applying filter option.
  • Previous and next button can be used to navigate
  • admin can search specific client type with search bar at right side.

View Client Type

  • Here the client type can be viewed.
  • The view button is present in the action menu.
  • The view button is clicked and thus the new screen will open with the client type details.
  • At right side the update button can be seen which can be used to update the client type.

Update Client Type

  • The update for client type can be done with this update button.
  • The update button can be used from the action tab.
  • The new screen with the client type field will be opened and thus the existing client type can be get updated here.

Adding New Client Type

  • New Client Type can be added with the “+ Client Type”.
  • The new screen with Client Type name field will appear.
  • By entering the name for Client Type in the field the “New Client Type” can be added.

Manage Competency & Qualifications

  • In this view an admin can access the entries with type title status and action.
  • The types can be KPI others and Compliance.
  • In title include “resume, Comprehensive car insurance, Car registration, Driver license, international Driver license, LR Driver license, C Working with Children Check NDIS Worker Check (NDISWC), First Aid Certificate Visa Documentation”.
  • In status the active or inactive status can be seen.
  • In action, admin can manage the competency & qualification.
  • Admin can add the new title with add new title icon at right side.
  • Title can be search using search bar.
  • Admin can navigate back records with the page number at bottom.
  • New competency & qualification can be added with the add button.

View Competency & Qualification

  • Here admin can view the competency & qualification.
  • The view button is present in the action menu.
  • A new screen will open with the competency & qualification details with two field type & Title.
  • At right side the update button can be seen which can be used to update the competency & qualification.

Update Competency & Qualification

  • Here admin can update the competency & qualification.
  • The update button is present in the action menu.
  • Once clicked a new screen will open with the competency & qualification details with two field type & Title.
  • At right side the update button can be seen which can be used to update the competency & qualification.

Delete Competency & Qualification

  • No longer active or not needed competency & qualification can be delete with the delete option.
  • New pop up will appear as the delete button will be clicked.

Adding New Competency & Qualification

  • New Competency & Qualification can be added with the “+ Competency & Qualification”.
  • The new screen with title & type field will appear.
  • By entering the name for Competency & Qualification in the field the “New Competency & Qualification” can be added.

Manage Staff Document Categories

  • In this tab admin have an access for the Staff Document Categories.
  • Admin can have all details here like category action and status.
  • With Status admin can check the active or inactive status.
  • Using action admin can manage the tab with view, update & delete button.
  • Particular staff document category can be search using search bar.
  • New staff Document category can be added using add option.
  • Back records can be checked by navigation keys at the down side.

View Staff Document Categories

  • Here admin can view the Staff Document Categories.
  • The view button is present in the action menu.
  • The view button is clicked and thus the new screen will open with the Staff Document Categories details field.
  • At right side the update button can be seen which can be used to update the Staff Document Categories.

Update Staff Document Categories

  • Here admin can update the Staff Document Categories.
  • The update button is present in the action menu.
  • When update button is clicked a new screen will open with the Staff Document Category details with type field.

Delete Staff Document Categories

  • No longer active or not needed Staff Document Categories can be delete with the delete option.
  • New pop up will appear as the delete button will be clicked.

Adding New Staff Document Categories

  • New staff document categories can be added with the “+ Staff Document Categories”.
  • The new screen with title & type field will appear.
  • By entering the name of Staff Documents Categories in the field the “New Staff Document Categories” can be added.

Manage Language

  • Here admin can manage the languages which are available for client & staff.
  • The labels which are used for displaying the module are “language, status & action”.
  • Status is used to show the active and inactive status of language.
  • The action tab contains three menus view. Update & delete.
  • New language can be added with add button at the right side.
  • Particular languages can be searched with the search bar.

View Language

  • Languages can be viewed with the viewed button.
  • The view button can be sued from the action tab.
  • The button should be clicked and after that new window with language field will open.

Update Language

  • Languages can be updated here with the update button.
  • The update button can be used from the action tab.
  • The button should be clicked and after that a new window with language field will open.
  • Enter the language name, click submit and the entered language will be updated.

Delete Language

  • Particular languages can be deleted with the delete option.
  • New pop up will appear as the delete button will be clicked.

Adding New Language

  • New language can be added with the “+ Language”.
  • The new screen with language field will appear.
  • By entering the name of language in the field the “New languages” can be added.

Manage Shift Type

  • Admin have access to manage shift types.
  • Admin can manage shift by details like Shift names Status & Action.
  • With Status admin can check the active or inactive status.
  • Using action admin can manage the tab it has view, update & delete buttons.
  • Particular shift type can be search using search bar.
  • New shift type can be added using add option.
  • Back records can be checked.

View Shift Type

  • Shift Type can be viewed with the viewed button.
  • The view button can be used from the action tab.
  • New window will pop up for viewing the shift type with “shift name” field.

Update Shift Type

  • Shift Type can be updated here with the update button.
  • The update button can be used from the action tab.
  • The button should be clicked and after that the new window with “shift field” field will open.
  • Entering the shift field name, the submit button should be clicked for shift type to be updated.

Shift Types Delete

  • Particular shift Types can be deleted with the delete option.
  • New pop up will appear as the delete button will be clicked.

Adding New Shift Types

  • New shift type can be added with the “+ New Shift Type”.
  • The new screen with Shift Type field will appear.
  • By entering the name of shift type in the field the “shift name” new shift type can be added.

Manage KPI

  • In this section Admin can manage the details related to KPI’s.
  • Here KPI details can be seen by details
Title Parent KPI
Recommending our service to other carers
Marketing KPI
Attending Assessment Meet and greet
Marketing KPI
Review ratings
Marketing KPI
Asking for reviews
Marketing KPI
Marketing KPI
Marketing KPI
Achievement of participants programs
Client Health KPI
Plan manage program for participants
Client Health KPI
Good communication with carers and parents
Client Health KPI
Medication management
Client Health KPI
Educating Cares and parents
Client Health KPI
  • These all KPI’S can be seen, view, updated & deleted individually.

View KPI

  • KPI can be viewed with the viewed button.
  • The view button can be found in the action tab.
  • A new window will pop up for viewing the KPI with “Type, Title, Parent KPI, Response Checkbox” field.

Update KPI

  • KPI can be updated here with the update button.
  • The button should be clicked and after that a new window with Type, Title, Parent KPI, Response Checkbox” field will open.
  • After entering all fields, the submit button should be clicked to get the entered KPI updated.

KPI Delete

  • Particular KPI can be deleted with the delete option.
  • New pop up will appear as the delete button will be clicked.

Adding New KPI

  • New KPI can be added with the “+ New Title”.
  • The new screen with field Type, Title, Parent KPI, Response Checkbox will appear.
  • By entering all fields, the new KPI can be added.

Manage Roles

  • Here the access is for Managing Roles of the organization, admin can manage the roles in this tab.
  • Admin can view the entries of roles with names status and action.
  • The roles names are:
  1. Driver
  2. Carer
  3. Coordinator
  4. HR Other
  5. Client
  6. Staff
  7. Organization Admin
  • With Status admin can check the active or inactive status.
  • Using action admin can manage the tab.
  • Particular roles can be searched using search bar.
  • New role can be added using add option.
  • Back records can be used for navigation.
  • The roles can be viewed, updated & deleted with the menus in the action label.

View Role

  • Existing roles can be viewed here.
  • The new screen with “role name” field will open.

Updating Role

  • Roles can be get updated here with the update button.
  • The new screen will pop up with role name field.
  • Entering the role name, clicking the submit button will update the desired role.

Delete Role

  • The inactive role or incorrect role can be deleted with the delete button.
  • The command will get appear on the screen for deleting the role.

Add New Role

  • New role can be get added with the “+ new role” button.
  • The new screen with role name will pop up, entering the role name the new role can be added.

Manage Vehicle

  • The module deals separately with the vehicle sections only such as vehicle masters, vehicle list & vehicle report.
  • This section can be helpful to clarify the vehicle related queries.
  • The section can be briefly described in three major sub modules which are
  1. Vehicle Masters
  2. Vehicle List
  3. Vehicle Report

Vehicle Master

  • Vehicle Master can be described as the master which shows the whole details related to a vehicle.
  • The labels which are used to show the vehicle information are “Brand, Model, Status & Action”.
  • The brand indicates the” brand name” to which the vehicle belongs”.
  • The model shows the model’s name of the vehicle.
  • The status shows the active or inactive status of the vehicle.
  • The action tab includes view, update & delete buttons.
  • New vehicles can be added with the add button at the right side.
  • Required vehicles can be searched with the search option.

View Vehicle

  • The option can be used to view the vehicle.
  • Separately each vehicle can be viewed here by clicking the view button next the vehicle name.
  • The new screen will open with the brand & model name.
  • The update button can be used to update the vehicle which can be seen at the right side of the view screen.

Update Screen

  • The vehicle master can be updated with the update button.
  • The new screen with labels field Brand & model will open. Fill in all these details and the vehicle master can be updated.

Delete Vehicle Master

• The vehicle master can be deleted with the delete button in the action label.
• The new pop up for delete will appear for asking admin to delete the selected vehicle master or not.

Adding New Vehicle Master

  • The new vehicle master can be added with the add button.
  • The new screen with all the mandatory fields will open.
  • Filling in the mandatory fields will allow the new vehicle to be added.

Vehicle List

  • List for vehicles can be seen here.
  • The list consists of titles model, registration number, ODO meter expiry, driver, status & action.
  • The action tab includes the menus such as view, update, delete, update OPD meter, change driver, & vehicle log.
  • New vehicles can be added with the add button.
  • Back existing records for vehicle list can be seen with the down side page turn option.

View Vehicle List

  • The vehicle list can be viewed with the view button.
  • The screen with all the information of vehicle list will get open and the vehicle list can be viewed.
  • The update button can be seen at the right side of the screen.

Update Vehicle List

  • The vehicle list can be update if it requires any change.
  • After clicking the update button a new windows with mandatory fields will open.
  • After filling these details, the update button has to be clicked.

Delete Vehicle List

  • Inactive or incorrect vehicle list can be deleted with the delete button.
  • The command will pop up for deleting the vehicle list.

Update ODO Meter

  • This window will help admin to reset the Odometer reading.
  • The button is in the action tab.
  • After clicking the button, new window with the field name, “Last ODO Meter Reading” will be visible.
  • Filling the last reading the ODO meter reading can be get updated.

Change Driver

  • Here the driver can be changed.
  • The new driver field will appear on new screen once the button is clicked.
  • Entering the driver name the change driver action can be done.

Vehicle Log

  • The details log for the vehicle can be seen here.
  • The two fields are given at the top side for selecting the registration number of vehicle & selecting the models for the vehicle.
  • There are two fields to choose from the drop-down option.
  • Once the fields are chosen the labels showing the logs are. “Model no, registration no, ODO meter, PUC expiry, driver, remark, damage, status & action”.
  • The action label includes view menu.
  • The status shows the active or inactive vehicle logs.
  • Specific search can be done for searching the vehicle logs.

Viewing Vehicle Logs

  • The entire vehicle log details can be viewed here.
  • The view button is present in the action tab.
  • After clicking the button, the new screen will open for viewing the vehicle logs.
  • This view is same as the view option present in the first in the action tab.

Vehicle Report

  • The details log for the vehicle can be seen here.
  • The two fields are given at the top side for selecting the registration number of vehicle & selecting the models for the vehicle.
  • There are two fields to choose from in the drop-down option.
  • Once the fields are chosen the labels showing the logs are. “Model no, registration no, ODO meter, PUC expiry, driver, remark, damage, damage date, status & action”.
  • The action label includes view menu.
  • The status shows the active or inactive vehicle reports.
  • Specific search can be done for searching the vehicle logs.
  • Existing stored records for vehicle reports can be seen with the downside page turn option.
  • The details for vehicles can be exported with the export button.
  • Print out for entire reports can be done with the print out option.