Navigating the SIL Service Template

Manage Template: This button provides access to the SIL Template.

Create Service Schedule: This button is used to create SIL services configured into the template for a defined date range. The SIL services once created can be reviewed through the schedule board.

Deactivate: This button is used to deactivate the SIL Template record.

Delete: This button is used to delete the SIL Template record.

Save: This button is used to create the SIL Template record as well as save updates to an existing record.

Close: This button will close the SIL Template page.

Type: This is drop down field that lists whether the SIL Template record is applicable with a group (NDIS participants in shared accommodation) or individual (participants that lives on their own). Individual is the default, selecting Group as the type, hides the client field and makes visible the name field. This field can not be updated once the SIL template record has been saved.

Client and Group: The Client field provides access to a drop down field that lists the participant name from the client record, whereas the Group field if displayed provides access to a drop down field that lists the groups.

Add Participant: This button is used to assign one of more participants, subject to the SIL type into the template participant list. Selecting this button will present the Select Client page, from where you can search for and select the client that are to be assigned into the template.

When adding a participant, if their funding recording has not been configured with a SIL service line they will not be transferred into the SIL Template.

For a group SIL service you can multi select from the client records listed.

For an individual SIL service you can only single select from the client records listed.

Participant List: Subject to whether the SIL service is group or individually based this data grid will list either a single or multiple of participant records. The delete icon located to the far right enables you to remove a participant from the template.

Staff to Participant ratio Legend: The legend lists the service types that have been configured as SIL services that are available for assignment in the SIL template. The ratios displayed are influenced by the number of participants assigned into the template.

Add Staff: Selecting this button will call and display the Select Employees form.

Import Data: Selecting this button will call the Review Client & Service Type Mappings page. Utilising the Review Client & Service Type Mappings page allows the mapping of participants and services to the SIL template.

Save: This button is used to create the SIL Template record as well as save updates to an existing record.

SIL Week Day: This label lists the days of the week.

Client Name: This line lists the name of the participant who has been assigned into the template for SIL services. Clients selected that do not have a corresponding SIL service line within their funding will not be displayed within the SIL Template.

SIL Ratio: This cell reflects the time in intervals of 30 minutes against which the participant will be receiving SIL services in accordance with the employee to participant service ratio. The SIL service ratio is set from a drop down list accessed from the cell.

To update additional cells you have the option of selecting either first or last cell that had a ratio set and to drag out either to the left or right respectively to update the empty cells with the corresponding ratio.

Employee: This line lists the name of the employee who has been rostered into the template for the provision of the SIL services.

SIL Roster schedule: This cell reflects the service roster period in intervals of 30 minutes. A rostered period will be identified with the Yes which is set from the drop down list within the cell.

To update additional rostered periods you have the option of selecting either the first or last cell that had a ratio set and to drag out either to the left or right respectively to update the empty cells with the corresponding roster ratio.

SIL Roster Day: These fields reflect the days of the week and allow you to specify the day’s that the employee will be rostered into the template for the SIL services.

Start Time: This field is used to set the start time of the rostered SIL service. The time can either be keyed in or selected from the time dial.

End Time: This field is used to set the end time of the rostered SIL service. The time can either be keyed in or selected from the time dial.

Staff Search: This field is used to search for staff that will be rostered to the SIL service. This field is applicable when searching for staff for a group or individual SIL service. You can search on a full or partial name.

Staff Listing: This is a listing of employees available for rostering into the SIL service. For an individual SIL service, you can only select one employee from the list, whereas for a group SIL service you can select multiple employee.

Record listing: This drop down list will determine the number of employee records listed.

Close: This button will close the form and return you to the SIL template, without the rostering of any employees into the SIL template.

Select: This button will roster the selected employees into the SIL template.