The Participants section of Diversity Sync'd contains the profiles of the individuals that staff are supporting and providing care for.
To navigate to this section:
Open the side menu.
Select Participants from the list of options.
Participant Table Overview
The Participants table displays essential information about individuals being supported. The table includes the following column titles:
Participant
Case Manager
Organisation
Branch
Archived
ID
Staff can easily search and filter the table using the following criteria:
Participant name
Case manager name
Program type (NDIS or Child Safety)
Branch affiliation
Archived status
Accessing a Participant Profile
To view more details about a participant, simply click on the participant within the table. This will take you to their profile, where you can quickly navigate to their participant files as well as view and update personal and care-related information.
Creating a New Participant
To create a new participant, ensure you have the necessary permissions. Navigate to the Participants table and click the Create Participant button, located at the top right of the table.
For a quick participant creation, only the First Name and Last Name fields are required. Additional details can be added later as needed.
Participant Form Overview
The Participant Form provides a comprehensive overview of key information for each participant, including:
Personal Details
School Information
NDIS Details
Training Requirements
Medical Information
Rostering Requirements
Participant Grouping Options
This layout is designed to give you quick access to the most relevant information when managing participant profiles.
If your organisation requires customised fields or has specific features requests, please contact us!