The Participants page displays all participants in your system and allows you to manage their records, search for specific participants, export data, and add new participants.
a. Participant Status Tabs
Participants are organised into three status categories:
Active – Participants who are currently active in the system.
Inactive – Participants who are no longer active.
Lead – Participants who have been created but have not yet been activated.
You can switch between these tabs to view participants based on their status.
Searching for a Participant
b. The search bar allows you to quickly find a participant.
You can search by:
Participant name
NDIS number
This helps locate participant records quickly, especially when managing a large number of participants.
c. You can also filter the list using the Account Manager filter.
allows you to view participants assigned to a specific Plan Manager.
d. Customising the Participant Table
The Columns button allows you to customise which fields are displayed in the participant list.
To adjust the visible columns:
Click Columns.
Select or deselect the fields you want to show or hide.
The table will update automatically based on your selection.
This allows you to tailor the view depending on the information you need.
e. Exporting the Participant List
You can export the participant list for reporting or record keeping.
The system will generate a CSV file containing the selected participant information.
f. Creating a New Participant
When you add a New participant it will automatically be created with a Lead status. After creating a participant, you can update their status depending on their status.
Participants can be moved between Lead, Active or Inactive
This allows you to manage participants at different stages of onboarding or engagement