NDIA Accountability Project

This project is in DRAFT

View the person account timeline

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View the person account timeline

This article provides guidance for a local area coordinator, early childhood partner and all NDIA staff (planner delegate, payments officer, internal review delegate, complaints officer, participant support officer, access delegate, technical advisors, National Contact Centre, liaison officers (HLO/JLO), complex support needs (CSN) planner, national reassessment delegate) to:

  • understand the person account timeline
  • view the timeline.

Recent updates

October 2023

Current guidance

Before you start

You have:

  • an applicant or participant with one or more cases linked to the person account.

Understand the person account timeline

The Timeline lists all cases linked to the Person Account, including any New Task or Log Activity of a linked case.

Any activity or task created from the Activity panel of a linked case will appear as a task on the Account Timeline.

The Account Timeline will show when:

  • a new Case is created, for case types you have authority to view
  • a New Task is created and the date it’s scheduled for. Tasks include General Task, Contact Log, Log Activity, RFI Task and SDA Enrolment Task types.

View the Timeline

V2.0 2023-09-26 | View the Person Account Timeline WP17B.19a-07 | Page 1 of 3 This document is uncontrolled when printed OFFICIAL Page 1 of 22

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SGP Knowledge Article Template

For Internal Use Only

  1. From the Person Account, select the Activity tab.

  2. Select the Timeline tab.

  3. Select the arrow to the left of the account for a brief description of the activity.

  4. The Timeline tab has additional options on the right side of the page to help you navigate. These options are:

    • Refresh. This looks like a curved arrow. Use this to update the timeline information.
    • Date Range. This looks like a calendar. Use this to select date ranges to show cases between specific dates.
    • Event Type. This looks like a funnel. Use this to view only cases or only tasks
    • Sort. This looks like up and down arrows. Use this to sort the order of events on the timeline.

Note: You can also view the Timeline from the Person Account. This is in the Recent Activity panel on the right side of the screen.

  1. For more detailed information, select the Activity History tab.
  2. Select View All. A new tab will open.

Next steps

There are no further steps to be completed. If you’ve opened the detailed Activity History tab, this can be closed once you’ve viewed the required information.

Article topics and case names – internal use only

Topics

This article relates to the following topics:

  • t_applying
  • t_planchanges
  • t_planmanagement.

Version control

V2.0 2023-09-26 | View the Person Account Timeline WP17B.19a-07 | Page 2 of 3 This document is uncontrolled when printed OFFICIAL Page 2 of 22

OFFICIAL

SGP Knowledge Article Template

For Internal Use Only

Version Amended by Brief Description of Change Status Date
1.0 CS0074 Class 1 Approval APPROVED 2023-04-14
2.0 EMN960 EL2 approval to publish APPROVED 2023-09-26

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