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Remove a Restricted Access Officer from a record

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Remove a Restricted Access Officer from a Record

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 remove a Restricted Access Officer (RAO) from a record in the NDIS Business System (System).

Recent Updates

Date What’s changed
August 2021 Standard Operating Procedure – Restricted Access has been split into multiple Standard Operating Procedures to create easier to follow guidance. The following guidance has been added: • a step to update the My NDIS contact.

Checklist

Pre-requisites

You have:

  • read and understood Our Guideline - Your privacy and information
  • have read and understood Standard Operating Procedure – Restricted Access – Understand your Restricted Access Manager role
  • confirmed your Restricted Access Manager user access
  • been advised that a Restricted Access Officer has left the Agency, changed roles or has a conflict of interest.

Actions

  • 4.1 Remove Restricted Access Officer (RAO)
  • 4.2 Next steps

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Procedure

For Internal Use Only

OFFICIAL

4.1 Remove Restricted Access Officer (RAO)

  1. From the NDIS Account screen, select Contacts.

  2. Select the Relationship Type RA Officer for the Restricted Access Officer who is having their access removed.

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OFFICIAL Page 141 of 154

Standard Operating Procedure

For Internal Use Only

OFFICIAL

  1. Change the date in the Valid To field to the date access will be removed.

  2. Select Submit.

4.2 Next steps

  1. Determine if you need to replace the Restricted Access Officer. If:

    • Yes: go to step 2
    • No: go to step 3

  2. Replace the Restricted Access Officer using Standard Operating Procedure – Appoint Restricted Access Officer to a record.

  3. Inform the person of the change to their Restricted Access Officer using Letter – Restricted Access change of RAO.

  4. Upload Letter – Restricted Access change of RAO to Inbound Documents.

  5. Remove the Restricted Officer’s name from the Alert on the persons record.

  6. Update the Interaction Restricted Access approved, Assign RAO template to say that this Restricted Access Officer has been removed from the record.

  • Standard Operating Procedure – Create an Alert
  • Interaction Templates - General

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Standard Operating Procedure

For Internal Use Only

  • Standard Operating Procedure — Appoint Restricted Access Officer to a record
  • Standard Operating Procedure — Appoint Temporary Restricted Access Officer
  • Standard Operating Procedure — Understand your Restricted Access Manager role

6. Feedback

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

7. Version control

Version Amended by Brief Description of Change Status Date
1.0 CW0032 Content transferred from SOP — Restricted Access — procedure 6.5 APPROVED 2021-06-03
Class 2 approved
2.0 EMN960 Class 1 approved
Minor format update. APPROVED 2021-11-18

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