Managers
Managers & Key Personnel
Onboarding, HR checklists, policies, governance and operational tools.
Open Hub →
Training
Training Hub
Inductions, governance, compliance, leadership and legal framework.
Open Training →
Participants
Participants & Families
Rights, onboarding steps, support information, feedback and key contacts.
Open Hub →
Operational Tools
Supervision
Staff Supervision
Performance appraisals, agreements, observations and formal letters.
Open →
Intake
Participant Intake
Six-step onboarding workflow: intake, matching, orientation, consent and agreement.
Open →
Board
Board Meeting
Record, review and print management meeting minutes and actions.
Open →
KPI
KPI Tracker
Weekly activity logging for key personnel with summaries and tracking.
Open →
Pipeline
Client Pipeline
Track potential clients and participants — contacts, status, follow-ups and export to Excel.
Open →
Finance
Financial System
Revenue, expenses, tax summary, equity and CSV import — full financial management for NDIS operations.
Open →