NDIA Accountability Project

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Complete a s47 request to change the participant’s goals, About Me and informal, community and mainstream supports

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OFFICIAL Document 1 FOI 25/26-1985

SGB Knowledge Article Template

The contents of this document are OFFICIAL.

Complete a s47 request to change the participant’s goals, About Me and informal, community and mainstream supports

Guidance in this document is not approved for use unless you view it in PACE.

This article provides guidance for an access delegate, complaints officer, early childhood partner, liaison officers (HLO/JLO), local area coordinator, National Contact Centre, participant support officer, planner (non-partnered area), planner delegate, review officer or technical advisors to:

  • complete a s47 change request.

Recent updates

29 July 2024

New guidance to help you complete a s47 request to update the participant’s:

  • About Me details. This includes living arrangements, relationships and supports, daily life and strengths.
  • goals, aspirations and progress
  • informal, community and mainstream supports.

Before you start

You have:

  • received a request to change a participant’s goals and aspirations, About Me details or informal community and mainstream supports information
  • checked any requested changes don’t impact on a participant’s plan funding or how plan funding is managed to require a plan variation or plan reassessment
  • checked the identity of the participant or the person contacting the NDIS on behalf of the participant. To do this, go to article Consider a request for personal information

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  • checked if the participant’s authorised representative has the right consent and authority. To do this, go to article Check consent, nominee, child representative or self-representation authorities.

You have read and understood:

  • article [Understand and choose the right plan change request](/foi-library/releases/3030d180d277-foi-23-24-1198-disclosure-log-documents/document-018__understand-and-choose-the-right-plan-change-request/)
  • Our Guideline – Changing your plan (external)
  • Our Guideline – Mainstream and community supports (external).

Complete a s47 change request

You can complete a s47 change request when the participant only wants to change their goals and aspirations, About Me details or informal community and mainstream supports information with no other changes. For example, the participant doesn’t want to change the supports funded in their plan or how their funding is managed. You don’t need to create a plan change request for this update. To learn more about choosing the right request, go to article Understand and choose the right plan change request.

A s47 change request is a plan variation. The NDIA Business System (System) will automatically send the participant a copy of their varied plan within 7 days of updating their goals and aspirations.

You can make s47 changes to the participant’s goals and aspirations, About Me details or informal community and mainstream supports information using the Plan Profile Update from the Case Action Bar on the participant’s Person Account.

Plan Profile Update

  1. From the Person Account, on the far right-hand side, select Case Action Bar.

  2. Select Plan Profile Update.

  3. From Update Profile, Select which section(s) of the profile require updates:

    • About Me
    • Goals
    • Informal, community and mainstream supports.

    Note: Make sure you select all the sections of the profile that the participant wants to update. This means that multiple changes can be made in one Update Profile case.

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When an Update Profile case is completed, the System will send the participant a copy of their varied plan.

Update About Me

The participant’s About Me statement contains information about the participant’s life.

You must record any changes to the participant’s situation in their own words.

To record changes to the participant’s About Me statement:

  1. Select About Me.
  2. Select Next.
  3. The Update Request Info screen will display.
  4. At Update Requested By, select the relevant option.
  5. At Update Reason, select Participant details update.
  6. Select Next. The About Me screen will display.
  7. Add or edit the information in Living Arrangements, Relationships and Supports free text field. The participant might describe changes in their life. For example, who they live with, their access to community and mainstream supports or the type of home they live in.
  8. Add or edit the information in Daily life – Describe your day to day life free text field. The participant might describe changes to what their typical day looks like or the sorts of things they like to do.
  9. Add or edit information in My Strengths free text field. The participant might describe changes to what they can do independently.
  10. At Provided by, select the relevant option.
  11. Select Save. This will update the details in About Me in My Profile on the participant’s Person Account.

Update Goals

Goals are things the participant wants to pursue. They can be short, medium or long-term. Goals help us create a plan with the right supports for the participant.

You must record any changes to the participant’s goals in their own words.

To record changes to the participant’s Goals:

  1. Select Goals.

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  1. Select Next.
  2. The Update Request Info screen will display.
  3. At Update Requested By, select the relevant option.
  4. In Update Reason, select Participant details update.
  5. Select Next.
  6. The Goals screen will display:
    • To edit Current Goals, select Edit using the down arrow at each goal you want to change. Note: You can’t edit the free text information for a current goal. To update a current goal, you must close the goal and add updated information in a new goal.
    • To add a new goal, select New.
  7. The Current Goals screen will display.
  8. Complete the Goal free text field. Record any outcomes the participant has achieved against their current goals or any new goals they might have.
  9. Complete the How will I work towards this goal? free text field. Record how the participant will pursue their goals.
  10. Complete the mandatory field This goal relates to.
  11. If relevant, select the checkbox next to Measure Goal to display the Goal Outcome section. Select the relevant option at What are the next steps for this goal?
  12. Select Save. This will update the details in Goals in My Profile on the participant’s Person Account.
  13. If the participant has more goals to update or add, repeat steps 1-13.

Update Informal, community and mainstream supports

The participant can get informal, community and mainstream supports outside of the NDIS. These types of supports are available to everyone:

  • informal supports are supports the participant can get from family, friends and others in the community
  • community supports are available to everyone in the community, for example sporting clubs and libraries

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  • mainstream supports are government services we use in our everyday lives. These supports can encourage living as independently as possible and may include housing and community infrastructure and employment.

To learn more, go to article Discuss informal, community and mainstream supports.

You must record any changes to the participant’s informal, community and mainstream supports in their own words.

To record changes to the participant’s Informal, community and mainstream supports:

  1. Select Informal, community and mainstream supports.
  2. Select Next.
  3. The Update Request Info screen will display.
  4. In Update Requested By, select the relevant option.
  5. In Update Reason, select Participant details update.
  6. Select Next.
  7. The Update Informal, Community and Mainstream Supports screen will display:
    • To edit existing Supports, select Edit Detail using the down arrow at each support you want to change. Note: to edit a current informal, community and mainstream support you must first make the support Inactive. The updated information can then be added in a new support.
    • To add a new support, select New.
  8. The Supports screen will display.
  9. Select the relevant dropdown options at SupportType and New or Current.
  10. Record details in the Description and Who provides the support free text fields. This might include more information about sporting groups in the participant’s community, suggestions on vocational training or mental health supports.
  11. Select the relevant dropdown options for Frequency, Relates to, How will I find this support and Status. Note: you can only update the Status field for existing informal, community and mainstream supports.
  12. Record details in the More information free text field. For example, more information about any challenges the participant is having finding supports in their community.
  13. Select Save. This will update the details in ICM Supports in My Profile on the participant’s Person Account.

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  1. If the participant has more informal, community and mainstream supports to update or add, repeat steps 1-13.

Next steps

  • The System will automatically send the participant a copy of their varied plan within 7 days of updating their goals and aspirations, About Me details or informal community and mainstream supports information. This will include the name of the staff member who actioned the s47 request. Check the participant’s preferred correspondence method. Go to article Check a person’s preferred contact method.

Article labels – internal use only

PACE user role names

Add:

dc_users_accessdelegate

dc_users_complaintsofficer

dc_users_liaisonofficershlo/jlo

dc_users_technicaladvisors

dc_users_plannerdelegate

dc_users_localareacoordinator

dc_users_earlychildhoodpartner

dc_users_participantsupportofficer

dc_users_reviewofficer

dc_users_plannernonpartneredarea

dc_users_nationalcontactcentre

Topics

Add:

t_planchanges

Case names

Add:

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dc_case_updateprofile

Ownership

Add:

own_sgyourplansupportsandimplementation

Version control

Version Amended by Brief Description of Change Status Date
0.1 AFL746 New guidance to help NDIA staff and partners to understand and complete a s47 request to change to a participant’s goals and story. DRAFT 2024-05-16
0.2 AFL746 Following discussions with AD, the KA’s content has been revised to cover how to complete a s47 change request. Information about what a s47 request is has been removed and included in KA – Understand and choose the right plan change request. DRAFT 2024-06-17
0.3 ADO206 Peer review DRAFT 2024-06-17
0.4 AFL746 Action peer review DRAFT 2024-06-17
0.5 AFL 746 VT review:
Long sentences – 1.87%
Passive voice – 0.93%
Readability – 57/100
Grade level – 7.5		 DRAFT 2024-06-19
0.6 AJG505 AD review DRAFT 2024-06-26
0.7 AFL746 Action AD feedback DRAFT 2024-06-26

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Version Amended by Brief Description of Change Status Date
0.8 ED0024 For Director endorsement DRAFT 2024-06-27
0.9 AFL746 Action Director feedback

Director approved (2024-06-27) for SME consultation		 DRAFT 2024-06-28
0.10 AFL746 Record SME feedback DRAFT 2024-07-03
0.11 AFL746 For AD review

AJG505 AD review

ED0024 Director review & endorsement		 DRAFT 2024-07-03
0.12 AFL746 Action AD & Director feedback DRAFT 2024-07-04
0.13 REB563/KK0027 Add SME feedback DRAFT 2024-07-08
1.0 EMN960 Class 3 Approved APPROVED 2024-07-16

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