DSS Data Exchange XML Bulk File Upload (Report)
CSM Flex will now be able to support uploads to DSS Data Exchange. This will mean you do not have to enter data manually into DSS Web Based portal. CSM Flex also ensures your clients will be De-Identified in the DSS Data Exchange Database, protecting your client’s privacy.
CSM Flex has dramatically reduces the amount of time you spend on data entry, by streamlining cases, sessions and linking clients automatically. CSM Flex will also isolate records that have only been funded by DSS, allowing you to generate separate reports for other funding bodies.
Clients, Relationships, Cases, Sessions, Referrals and Scores, will automatically compiled in the XML Bulk File.
CSM Flex supports the following DSS Funded
Outlet Activities.
- Financial Crisis and Material Aid - Emergency Relief
- Children and Parent Support Services
- Commonwealth Financial Counselling and Financial Capability
- Community Mental Health, Early Intervention for Children
- Family Dispute Resolution Family Relationship Advice Line
- Financial Capability - Cape York
- Children's Contact Services
- Communities for Children - Facilitating Partners
- Family and Relationship Services
- Family Law Counselling
- Family Relationship Centres
- Financial Counselling Helpline
- Forced Adoptions Support Services
- Intensive Family Support Services
- National Find and Connect
- Parenting Orders Programme
- Problem Gambling
- Regional Family Dispute Resolution
- Royal Commission Interim support services
- Settlement Grants
- Supporting Children after Separation Programme
- Young Carer Bursary Programme Reconnect
- Assistance with Care and Housing
- Care Relationships and Carer Support
- Carer Information and Support Service
- Commonwealth Respite and Carelink Centres
- Community and Home Support
- Community Mental Health Drought Package
- Consumer Directed Respite Care
- Family Mental Health Support Services
- FaRS - Drought assistance
- FaRS - Intercountry Adoption Australia
- FaRS - Specialised Family Violence
- Mental Health Respite: Carer Support
- Mental Health Respite: Carer Support Expansion
- National Carer Counselling Programme
- Personal Helpers and Mentors
- Personal Helpers and Mentors: Employment
- Personal Helpers and Mentors: Expansion
Financial Counselling, Capability and Resilience IM Hubs
- (Additional Activities can also be added)
Service Forms that are Compatible with DSS
- Emergency Relief [DSS]
- Referrals [DSS]
- Client Assessment Score [DSS]
- Outlet Activity [DSS] - compatible with outlet activities listed above.
This form can be modified to your organisations requirements.
click on the following link to learn how to modify a form
http://www.csmflex.com/help.html#h_design.html
Existing/Custom Forms can be initialised to support DSS -
contact technical support for instructions.
Getting Started - Setup only needs to be done once!
- Your organisation first needs to be able to login into DSS Data Exchange Web Portal,
to create your organisations account visit
https://dex.dss.gov.au/
- You then need to have a list of Approved DSS Outlet Activities.
IF THIS LIST IS EMPTY
If there is no outlet, you need to add an outlet.
Then you need to add an Activity to that Outlet eg Financial Crisis and Material Aid - Emergency Relief.
If the Activity says "Waiting for Approval" you must wait or contact DSS for it to be approved.
The Activity must say "Approved" before you can continue to the next step!
NEXT STEP
- In your DSS Account please click on Reference Data,
and Click "Outlets and Programme activities data" to download your organisations OutletActivtyData.xml
- Login to CSM Flex as the administrator - Click on Global Reports -> DSS Data Exchange -> Setup OutletActivtyData.xml
Select the location of the file "OutletActivityData.xml"
- Please note if you only have one office and one outlet then you will not see this window, this step will be done automatically for you.
Otherwise;
Match the Office Names with the correct Outlet Names.
This is a very important step to ensure your outlet data is uploaded to the right outlet in the DSS Web Portal.
- Click on the Resources Menu-> Edit
Check if all the Emergency Relief Resources correctly match a DSS Service Type.
Double click on each resource in the List.
ONLY Make Changes to the "Service Type" drop down menu NOT the Resource Name.
If a Resource is NOT funded by DSS;
If you want to provide session records for that resource to DSS, select Service Type "Intake/Assessment".
OR
If you do NOT want to provide session records for that resource to DSS, select Service Type BLANK.
- Click on Global Reports -> DSS Data Exchange ->Bulk File Upload -> Select Start, End Date and Select the correct Outlet.
(To begin with, generate an XML Bulk File for ONE day only, and upload to test your DSS Data Exchange Account.)
- Review the Report Summary.
Correction can be made by the administrator in Table View. If you make corrections you will need to generate the report again.
- To upload your XML File, log into DSS Data Exchange Web Portal.
Click "Uploaded Files"
Upload the file, by default the DEX Bulk File can be located on your desktop; eg. DEX_Outlet_2015-06-29.xml
Please Note: that XML files can be uploaded at any time, and if changes are made to clients or cases then a new upload will update the DSS Data Exchange Web Portal.
Please contact us if you need any assistance and we will be happy to guide you through this process.
http://www.csmflex.com/contact-us.php
New Form Changes
- Please Note:
Number of Unidentified Clients can be used to capture dependents, however this number is not sent to DSS Data Exchange unless this is a General Record and you are recording group activity. - If you wish to send dependent data to DSS Data exchange you must click add relationship and add a new client.
Service ID is now called Case ID, and Session ID has been added to forms.
Outlet Activity [DSS]
This is a generic form that can be used for all of your organisations approved DSS Outlet Activities. (Except for Emergency Relief which has separate Form).
You may add extra fields to "Outlet Activity [DSS]" to cater for your organisations needs.
1. You must select Activity if you are recording DSS Service.
2. Reason For Assistance (optional), first tick on the primary reason then tick on other reasons.
3. Referral Source (optional)
2. You must then select a Service Type if you want to record a DSS Service.
3. Parenting Agreement and Section 60I and are only applicable to;
- Family Dispute Resolution
- Regional Family Dispute Resolution
- Parenting Orders Programme
Link to Information about Client Form Changes and SCORE.
http://www.csmflex.com/dss_update.html
Generating the Data Exchange XML Bulk File