FOI 23/24-0814
SGP Knowledge Article Template
For Internal Use Only
The contents of this document are OFFICIAL.
Search for a restricted access participant
This article provides guidance for all NDIA staff (planner delegate, payments officer, internal review delegate, complaints officer, supporting officer, participant support officer, access delegate, technical advisors, National Contact Centre, liaison officers (HLO/JLO), complex support needs (CSN) planner, national reassessment delegate) to:
e complete an advanced person search
e be aware of the requirement for restricted access permissions.
Recent updates December 2023 Updates include:
e removal of partner staff, as they no longer have restricted access permissions e pre-requisite added to ask person for their NDIS number if on a phone call
e minor continuous improvement enhancements.
Before you start
You have: e restricted access permissions in PACE e atask to complete for a restricted access participant
e read Our Guideline — Your privacy and information for more information on restricted
access
e checked if you have a conflict of interest using the NDIA’s Conflict of Interest and
Outside Employment Policy
e confirmed the person doesn’t have their NDIS number for a system search, if on the
phone with the participant. Search for a restricted access participant
Complete an Advanced Person Search
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PREIS hs
SGP Knowledge Article Template
For Internal Use Only
A person with restricted access can’t be located using the search bar at the top of the PACE home page. If you:
- Open the Advanced Person search tab at the bottom of the home page.
- Under Select Account Type select Person Account. Select Next.
- Select Search: Enter the first and last name of the participant in the fields marked with an asterisk *. Entering any relevant details in the fields will help refine the search.
- Select Search.
- Results will appear for the chosen name. Choose the relevant person to open their record. A banner stating restricted access is on the record will appear above their details.
Be aware of the requirements of restricted access permissions:
- NDIA staff can have restricted access.
- If you search for a participant without restricted access permissions and select a restricted access participant account to open, an error message will appear stating you don’t have the required permissions to access it.
- Please contact your Team Leader if you require access to the person’s account.
Next steps:
Keep supporting the person in the usual manner, being aware of the greater privacy granted to their personal information.
Article topics and case names
User roles:
This article refers to the following user roles:
- dc_users_accessdelegate
- dc_users_internalreviewdelegate
- dc_users_complaintsofficer
- dc_users_liaisonofficershlo/jlo
- dc_users_nationalreassessmentdelegate
- dc_users_nationalcontactcentre
- dc_usdc_users_participantsupportofficer
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SGP Knowledge Article Template
For Internal Use Only
e dc_users_paymentsofficer
e dc_users_plannerdelegate
e dc_users_technicaladvisors
e dc_users_plannernonpartneredarea
e dc_users_supportingofficer
Topics This article relates to the following topics:
- t_privacyandinformation.
Version control
| Version | Amended by | Brief Description of Change | Status | Date |
|---|---|---|---|---|
| 0.1 | TCM150 | Drafting new knowledge article. | DRAFT | 2023-05-17 |
| 0.2 | BJW159 | Peer review | DRAFT | 2023-05-24 |
| 0.3 | TCM150 | Action from Peer review | DRAFT | 2023-05-25 |
| 0.4 | TCM150 | Action from VT review | DRAFT | 2023-06-02 |
Number of long sentences: 6 (10.71%) Number of Passive Sentences: 4 (7.14%) Readability: 52 Grade Level: 7.6
| 0.5 | TCM150 | Updates following SME feedback from Assistant Domain Owner (JMS955). | DRAFT | 2023-06-05 | | 0.6 | TPO642 | AD review | DRAFT | 2023-06-06 |
| 0.7 | TCM150 | Action from AD review and update to formatting of ‘Recent updates’ | DRAFT | 2023-06-07 |
| 0.8 | TCM150 | Action from domain feedback | DRAFT | 2023-06-19 |
| 1.0 | EMN960 | Director review and approval. Updated to reflect new PACE processes. | APPROVED | 2023-06-19 |
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SGP Knowledge Article Template
For Internal Use Only
| Version | Amended by | Brief Description of Change | Status | Date |
|---|---|---|---|---|
| 1.1 | DFB448 | New draft incorporating CI and restricted access enhancements for 1.16 release | DRAFT | 2023-10-25 |
| 1.2 | DFB448 | Copy for BIL and Domain review | DRAFT | 2023-10-31 |
| 1.3 | DFB448 | Actioning BIL feedback. Domain endorsement provided. | DRAFT | 2023-11-16 |
| 1.4 | CNP536 | AD Review | DRAFT | 2023-11-17 |
| 2.0 | EMN960 | Class 1 Approval | ||
| 1.16 Feature release and CI updates | APPROVED | 2023-11-20 |
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