Additional SupportAbility Features

Our team are often asked for guidance and assistance by providers who use SupportAbility about how to learn more about the features on offer so they may utilise more functionality and ultimately get more value out of their SupportAbility subscription. 
This article summarises some of the additional SupportAbility features outside of the standard operational workflow i.e. Client records, Activities, Finance & NDIS processing, that may not be widely known. 
Audience: All


Summary

The following list summarises the content within this article. Click on the links below to take you to the relevant sections:


Human Resources

Record and manage Staff Members details including Contacts, Training, Qualifications and Documents. Documents can be configured for each Service to being 'compulsory' for important documentation such as working with children checks and police checks.
Related learning content: 

Document Management System (DMS)

The Document Management System (DMS) has been designed primarily to manage organisational documents such as policies and procedures, forms and templates:
It provides some version control, privacy settings, and unlimited storage.

How to access the DMS

The DMS can be accessed by selecting 'Documents' on the Dashboard of your installation:

Access Privileges

Staff with the global 'Document Manager Across All Services' Security Privilege are able to create, view and edit every Document in the DMS:

The 'Document Manager' privilege can also be granted at the Site/Service level to restrict the ability to create and edit Documents for specific Site/Services only:
Staff will only be able to provision Documents for Site/Services that they have the 'Document Manager' privilege for. 

Staff who do not have the 'Document Manager' privilege will be able to view only the Documents linked to the Site/Services they have listed in their Staff Account.

To access Documents that have the 'Managers Only' setting checked, the Staff Member also requires the global 'User is a Manager' privilege:
How to create Folders and Document records

Some brief instructions are listed in the Notifications window of this feature, which can be viewed by selecting 'View Notifications' at the top of the screen:

N.B. More detailed information is provided in the several related videos in the learning centre of an organisation's installation.

How to Create a Folder

Right-mouse selecting the 'Documents' folder will display the 'Create Folder' option:

This will populate a 'new node' which can be renamed as required:

How to Create a Document record

Right-mouse selecting a folder will display a menu of options. To create a Document record select 'Create Document':

Enter the 'Document Name' and a 'Description' (optional) then select 'Create Document':

The Document record will then display, where the relevant Document file can be uploaded and the appropriate Privacy settings applied:

How to Upload a Document file to the Document record

Select the 'Upload File' button then select the relevant file from a location on your computer and upload it to this Document record: 

Once uploaded the Document file will display as follows:

Remember to select Save Document to save any additions:

Updating Files to newer versions

The DMS provides version control of all Document files. Newer versions of a Document may be uploaded by first selecting the '+ Add a new version of the document':

The relevant version of the file can then be uploaded by selecting the 'Upload File' button:

Adding a Privacy Setting

By default access to a Document record is set to the person who created it. 

Additional Privacy i.e. making the Document available to other Staff Members can be completed by selecting the '+ Add new Privacy Setting':

From here it is possible to select a specific user, specific Site, or specific Service @ Site:

Once an option has been selected this will display in the Privacy Settings section:

Remember to select 'Save Document' to save the update.

Related Learning Material

More detailed information is available in the videos located in the 'DMS' section of the Features tab in the Learning Centre in your installation, accessed via the Dashboard.  

These include:

  • Accessing Documents 
  • Privileges
  • Creating Documents and Versions
  • Provisioning Document Access

    Return to Summary


    Assessments 

    SupportAbility provides the functionality to create quantitative structured Assessments for Clients. Once an Assessment Template has been created, it can be utilised at regular intervals to map a Client's progress. Assessment Templates and a Client's completed Assessments are accessed via the 'Assessments' tab of a Client record.

    Related learning content: 


    Quality & Safeguards

    The NDIS Practice Standards defined by the NDIS Quality and Safeguarding Framework are built into SupportAbility and can be used to provide audit-grade evidence.

    Related learning content: 


    Support Logs

    Collect Digital Signatures from Clients or their Nominees for NDIS Supports delivered. Client Support Logs provide audit trails designed to enhance NDIS compliance.

    Related learning content: 

    • A series of articles are available in the Client Support Log section of our Knowledge Base
    • Training videos regarding the Client Support Log can be found in the 'Features' tab of the Learning Centre, by selecting the 'Client Support Log' section header: 

      Return to Summary

    Incident Management

    Our Organisational Accident Incident Register (AIR) provides comprehensive Incident Management tools such as ISO 31000 Risk Assessments and Investigations. An additional Opportunities For Improvement (OFIs) register is also available from the Reports menu.

    Built-In Reports

    SupportAbility provides powerful search tools to leverage your data by searching, printing and exporting various reports. Print Client Funding Statements, Goal Progress Reports and more.

    Related learning content: 


    Business Intelligence

    Access the raw SQL data in SupportAbility and connect business intelligence tools to create tailored reports. Our Data Replica service incurs additional subscription fees.

    Related learning content: 

Still need help? Contact Us Contact Us