Create a new personal and environmental circumstances case

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:

• create a new personal and environmental circumstances (PEC) case.

Recent updates

December 2023

New guidance to create a new personal and environmental circumstances case.

Before you start

You:

• have utilised guidance in article How to apply for the NDIS in PACE
• are preparing the applicant’s PEC case.

Create a new personal and environmental circumstances case

1. From Person Account, select Cases tab.
2. Select New.
3. Select Personal and Environmental Circumstances.
4. Select Next.
5. At the Categorisation section, select Case Origin.
6. Select Save.
7. From the case view, select the Personal and Environmental Circumstances tab.

V1.0 2023-12-18 Create a new personal and environmental circumstances case Page 1 of 4 This document is uncontrolled when printed. OFFICIAL Page 66 of 131

SGP Knowledge Article Template

For Internal Use Only

8. Review details before proceeding. Select Next.
9. For Do you wish to select an authorised representative?:

• Select Yes if the person answering the questions is an authorised representative, select the authorised representative’s name then select Save Authorised Representative. Read article Understand authorised representatives to learn more.
• Select No if you are speaking with the applicant.

10. Select Next.

System intelligence note: The steps in the Personal and Environmental Circumstances case are dynamic and may change. This will depend on the person’s situation, age, and some of the response options you select.

Next steps

• Use article Complete personal and environmental circumstances case to assist with the applicant’s PEC questions.

Article topics and case names – internal use only

Topics

This article relates to the following topics:

• t_applying
• t_childrepresentatives
• t_complexsupportneeds
• t_createaplan
• t_identity
• t_informalcommunityandmainstreamsupports
• t_nominees
• t_planchanges
• t_reasonableandnecessary
• t_reviewingdecisions.

Case names

V1.0 2023-12-18 Create a new personal and environmental circumstances case Page 2 of 4 This document is uncontrolled when printed. OFFICIAL Page 67 of 131

SGP Knowledge Article Template

For Internal Use Only You can use this guidance for the:

• dc_case_accessrequest
• dc_case_checkin
• dc_case_createpersonaccount
• dc_case_eligibilityreassessment
• dc_case_personalandenvironmentalcircumstances
• dc_case_updateprofile.

Version control

Version	Amended by	Brief Description of Change	Status	Date
0.1	MIC163	CI-Applying work package — sprint 1 New KA split from WP17B.19j-02 – Complete personal and environmental circumstances case	DRAFT	2023-06-14
0.2	JJO192	Peer review actioned	DRAFT	2023-06-16
0.3	JJO192	Noted visible thread review: Flesch Readability 39 Grade 8.8 Passive voice 0%	DRAFT	2023-06-16
0.4	JJO192	Upload and action SME feedback — NARB	DRAFT	2023-06-22
0.5	VFK746	EL1 Review & progress to EL2 for Class 2 Approval	DRAFT	2023-06-27
0.6	LCM135	Revise and check for errors, KA consistency, and outdated information	DRAFT	2023-12-14
0.7	TERO30	APS 6 draft preparation for EL1 review	DRAFT	2023-12-15
0.8	VFK746	EL1 Review and progress to EL2 for approval	DRAFT	2023-12-18

V1.0 2023-12-18 Create a new personal and environmental circumstances case Page 3 of 4 This document is uncontrolled when printed. OFFICIAL Page 68 of 131

SGP Knowledge Article Template

For Internal Use Only

Version	Amended by	Brief Description of Change	Status	Date
0.9	EMN960	EL2 Review and approval to QA and publish	DRAFT	2023-12-18
1.0	EMN960	Class 1 Approved
New guidance to create a new personal and environmental circumstances case.	APPROVED	2023-12-18