Establishing a SIL Service Template

To establish a SIL template observe the following steps:

1. Select the Client > Service Schedule SIL template sub menu to present the Service Schedule Template SIL List page.

2. Click the New button to present a blank Service Schedule SIL Template record.

3. Set the type from the drop down list that will define the SIL template. Select either individual or group.
   
   

   Open

   

    

4. Based upon the type defined specify either the group name or individual participant assigned to the SIL Service template.
   
   

   Open

   

5. Click the SAVE button.

6. Click the Add new record icon located to the top right of the client data grid to assign the participant(s) into the SIL template.

    

   
   
   

    

7. Click the Manage Template button to load the SIL template.

8. On load of the SIL Template you will observe that the selected participants will be displayed within the clients column of the template. Please note that only clients with a SIL service type set within their client funding record will be listed. The legend of staff : Participant ratios is determined by the number of participants listed within the SIL Template.
   
   

   
   
   

9. To update the clients SIL services you must ensure that the applicable SIL services are listed within the client funding profile. Two options are available for establishing SIL services and they are importing the ROC data in from NDIS Provider SIL Roster Of Care tool or by specifying the respective SIL ratio per the 30 minute intervals, which we will outline as follows.
   
   Select the time interval that will signify when the SIL service will commence. Click into the cell to display a drop down list of SIL ratios. Select the ratio that is applicable.
   
   

   
   To assign additional ratio’s either select from the drop down list of SIL ratios or select and drag to update the selected time intervals.
   
   

10. Repeat step 9 for the remaining days within the SIL template as well as the remaining clients listed within the SIL Template. Ensure you periodically click the SAVE button.

11. To assign staff members to the SIL roster click the ADD STAFF button to display the Select Employee page. You will need to observe the allocation of the SIL ratio for the clients listed within the template when you roster staff. Refer to Scheduling an Employee on the SIL Roster.

12. Click the SAVE button to commit the selected employees into the SIL Roster.

13. Click the CLOSE button to return back to the Service Schedule Template SIL details page.

14. To establish the organisations SIL Services click the Create Service Schedule button to display the Create Service Schedule from Template form.

     

     

15. Specify the start and end dates that cover the duration of the SIL services that will be written to the schedule board.

16. Click the CREATE button to establish the SIL services.
    
    Any errors related with funding will be displayed, if errors are reported these will need to be corrected before attempting to create your organisations SIL Services.
    
    

    
    Your organisations SIL services can be reviewed through the GROUP view within the schedule board.