Reference surface No record storage Primary source: NDIS Commission

Stay audit pass ready

Use this page as the daily operating map for Stage 2 readiness. Start with the pass-ready checklist, keep the evidence pack current, and review gaps monthly so OCC is never building audit evidence in a rush.

Current audit moment
Certification Stage 2 preparation
Operating rule
Evidence first, then explanation
Source rule
NDIS Commission first
Stage 1 Passed
Now Onsite readiness
Record position Reference only
Next review Process gaps
Pass-ready checklist

Before each month ends, each item should be green or have an owner, due date, and recorded action.

1. Files
Participant and staff samples are complete

Each sampled file shows consent, risk, service setup, worker screening, induction, training, and follow-up records where relevant.

2. Practice
Staff can explain the process

Workers know where to find key guidance and can explain incidents, complaints, privacy, participant rights, and escalation steps.

3. Improvement
Actions are visible and closed

Risks, complaints, incidents, training gaps, supervision actions, and corrective actions have owners, dates, outcomes, and review notes.

4. Governance
Management review is current

Board or management records show risk review, complaints and incident oversight, policy review, and improvement decisions.

5. Sources
Guidance is checked against authority

Audit positions are checked against NDIS Commission pages first, with the internal source map used as a maintenance trail.

6. Boundaries
Record destinations are clear

Reference pages stay reference-only. Formal records are exported or filed in the approved repository or backend when enabled.

Important boundary This page does not replace controlled records, approved OCC policies, auditor advice, legal advice, or NDIS Commission guidance. If a source changes, follow the NDIS Commission source and update the internal source map.
Evidence pack

Use these rows to prepare sample files and walkthroughs. Status labels describe the Hub surface, not final audit acceptance.

Audit area Owner Hub evidence Record destination Status
Governance and continuous improvement
Provider governance and operational management
Director Board Meeting Secure managed governance record store when backend is enabled Backend required
Staff onboarding
Human resource management, Code of Conduct, worker orientation
Operations / HR Onboarding Overview HR repository and onboarding records Internal review only
Worker screening and training
Worker screening, training records, supervision, capability
Operations / HR Compliance Dashboard Supabase staff compliance records and HR files Live dashboard
Participant intake
Rights, consent, service planning, risk, communication, privacy
Operations / Intake lead Participant Intake Pack (open from Admin Portal episode) Export and file to SharePoint or controlled repository Controlled beta
Incident management
Incident identification, escalation, reportable incident decisions, review
Management Incident Register and staff incident reporting through the Staff Resource Hub Hub metadata tracking plus SharePoint filed incident record Register tracking
Complaints and feedback
Participant rights, complaints handling, feedback, resolution
Management Complaints Register and Participant Feedback Hub metadata tracking plus SharePoint filed complaint or feedback record Register tracking
Training competency
Mandatory training, role-specific competency, renewal, evidence filing
Operations / HR Training Competency Register Hub metadata tracking plus SharePoint staff training evidence Register tracking
Supervision and capability
Worker competence, support, performance, learning needs
Team leaders / Management Staff Supervision Secure managed workforce record store when backend is enabled Backend required
Participant rights resources
Rights, privacy, complaints, advocacy, Easy Read resources
Quality and Compliance Staff Resource Hub Manifest-driven staff hub. Official links are public-safe; private OCC documents use signed delivery. Reference
How to read the status column Internal review only, Controlled beta, and Backend required surfaces can help prepare for audit, but they should not be described as final mature evidence until the related process and record model are confirmed.
Monthly readiness rhythm

Keep this rhythm light and repeatable. Each check should leave a short note, an owner for gaps, and a filed record where required.

Monthly
Check active risk and overdue items

Review incidents, complaints, worker screening expiries, open corrective actions, and participant file exceptions.

Quarterly
Sample files and capability

Review supervision, training completion, participant file samples, consent, risk profile, and service agreement currency.

Annually
Refresh governance evidence

Review policies, insurance certificates, training plan, staff resource links, and the pre-audit evidence pack.

Gap reviews

Use this order for the next workstream. Each review should compare the actual OCC process with the evidence an auditor needs to see.

Order Review Must prove
1 Staff onboarding Recruitment, screening, role documents, Code of Conduct, privacy, orientation, training, and first supervision connect cleanly.
2 Participant intake Consent, privacy, service agreement, risk, communication, rights, complaints, advocacy, resources, and file destination are complete.
3 Incidents and complaints Each event can be traced through the register from report to response, participant support, notification decision, review, outcome, SharePoint filing, and improvement action.
4 Training competency Mandatory and role-specific training can be traced from requirement to completion, renewal date, competency evidence, and SharePoint filing.
5 Governance and improvement Management review, risk register, corrective actions, policy review, registration conditions, and renewal dates are current.
Official sources

Check NDIS Commission sources first whenever audit, compliance, worker, incident, complaint, or Practice Standards wording is being reviewed.

The quality audit process

Audit types, certification stages, verification, mid-term audits, condition audits, and audit timing.

NDIS Practice Standards

Main source for modules, outcomes, indicators, and provider obligations.

Provider governance and operational management

Governance, risk, human resource management, incident management, complaints, and continuous improvement.

Rights and responsibilities

Participant rights, privacy, consent, independence, informed choice, and complaints support.

Provision of supports

Safe, competent, participant-centred support delivery and support planning expectations.

Incident management

Systems for identifying, recording, managing, resolving, and reviewing incidents.

Reportable incidents

Official guidance on reportable incident categories and notification expectations.

Complaints about supports and services you provide

Complaint-handling expectations for providers and the NDIS Commission complaint pathway.

NDIS Code of Conduct

Conduct expectations for NDIS providers and workers.

Worker screening for registered providers

Worker screening guidance for registered NDIS providers.

Worker training modules

NDIS Commission online learning modules, including worker orientation.

Training your workers

Provider guidance for identifying training needs and maintaining worker capability.