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Appoint Temporary Restricted Access Officer

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Appoint Temporary Restricted Access Officer

The content of this document is OFFICIAL. This Standard Operating Procedure (SOP) is for use by Restricted Access Managers (RAMs) only. It will help you appoint a Temporary Restricted Access Officer (TRAO) in the NDIS Business System (System).

1. Recent updates

Date What’s changed
August 2021 Standard Operating Procedure — Restricted Access has been split into multiple Standard Operating Procedures to make it easier to follow guidance. The following guidance has been added: - A check for conflict of interest before you start this procedure. - A link to the new Standard Operating Procedure — Understand your Restricted Access Manager role.
November 2021 Creation of procedural step 3.2 Next steps.

2. Checklist

Topic Checklist
Pre-requisites You have: - read and understood Our Guideline — Your Privacy and Information - read and understood Standard Operating Procedure — Understand your Restricted Access Manager role - checked for conflict of interest - approved a request for Restricted Access - made a decision to appoint a Temporary Restricted Access Officer because they need it: - to complete essential duties, or

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Standard Operating Procedure

For Internal Use Only

OFFICIAL

Checklist

Q) while they wait for an update to ESSentials with their

Restricted Access Officer role

) confirmed access is required for a maximum of 5 calendar days ) confirmed you have Restricted Access Manager user access.

Actions QO) 3.1 Appoint a Temporary Restricted Access Officer (TRAO) QO 3.2 Next steps

  1. Procedure 3.1 Appoint a Temporary Restricted Access Officer (TRAO)

  2. From the person’s My NDIS Account, select Internal Use. @ Use

Bookings Budget Disabilities Referrals Documents

  1. Select Restricted Access.

> Online Access

> | Restricted Access

> NADIA

  1. Select the Restricted Access Approved item.

Description Employee ee Status Start Date End Date

Restricted ai

Access RNS SSANS: VA 15.10.2020 |

Personal Assessment

Approved

  1. Select the Restricted Access hyperlink. V2.0 2021-11-18 SOP - Appoint Temporary Restricted Access Officerfficer Page 2 of 5 This document is uncontrolled when printed.

ea ats,

FOI 23/24-0814

For Internal Use Only

OFFICIAL

  1. The Participant Restricted Access screen displays. Select Temp Access.
  2. Select Add new employees for temporary access (plus sign).
  3. Complete the following fields:  Employee: search for and select the employee you are giving temporary access to  Team: this will automatically populate with the Service Delivery Centre/Regional

Team of the employee you are giving temporary access to  Start Date: add the start date for the temporary access  End Date: add the end date for the temporary access.

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FOI 23/24-0814

For Internal Use Only

OFFICIAL

  1. Select Add.

  2. Select Save.

  3. A confirmation message will display then disappear. 3.2 Next steps

  4. Contact the Temporary Restriced Access Officer and tell them:  they need to read and understand Standard Operating Procedure – Understand your

Restricted Access Officer role.  they can view the record immediately  they need to wait until ESSentials has been updated to develop or make any

changes to the plan.

  1. Related procedures or resources  Standard Operating Procedure – Appoint Restricted Access Officer to a record  Standard Operating Procedure – Understand your Restricted Access Manager role

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Version Control

If you have any feedback about this Standard Operating Procedure, please complete our [Feedback Form](Feedback Form).

Version Amended by Brief Description of Change Status Date
1.0 CW0032 Content transferred from SOP — Restricted Access — procedure 6.8 and a check for conflict of interest added. Class 2 approved APPROVED 2021-06-03
2.0 EMN960 Class 1 approved
Minor updates to pre-requisites and creation of procedural step 3.2 Next steps.		 APPROVED 2021-11-18

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