Participant Record Types

Participant Record Types

Participant records settings are seen in this menu. Astalty comes prefaced with the Service agreement record. As an Astalty user you can customise what records you would like to track for your Participants

Creating Record Types

Astalty allows you to create your own record types to do this you can follow the steps below!

1. Navigate to the settings tab.
2. Click on Participant Settings and it will bring up the screen below.
3. From here you can see the Participant record types that has been pre populated with Service Agreement. To create a new record type you must click the Create Participant Record Type button.

4. That will take you to the following screen. You can enter the record type information from this screen. This includes the name of the record type, if the record has an expiry, if it is a required record and if a document is required for the record to be created. To create the record you must click create.

5. Once that record is created it will return to the table of Participant Records with the parameters you have selected. 

For more information on how to use Records in Astalty please read this article on Records and how to use them on a Participants profile.

Starting From The Suggested Record Types

Rather than creating each Record Type by hand, you can add the ones most NDIS providers keep for their Participants in a single step.

1. Go to Participant Settings.
2. Select Create Participant Record Type.
3. On the Want a head start? card, select Browse the library.
4. In the Suggested Participant Record Types drawer, tick the Record Types you want, or use the checkbox in the header row to select them all.
5. Select the add button, which counts what you have ticked — Add 3 Record Types.

The card sits at the top of the create form, above a divider reading or start from scratch below, so building a Record Type by hand is still one screen away.

What You Can Add

The drawer lists five Record Types, showing how each one will be configured before you add it:

All five are added as required Records that need at least one document uploaded, and none of them are visible to Support Workers.

In the example above every row reads Already added, because that account already has all five Record Types.

Added Record Types are ordinary Record Types from that point on. They are not linked to the library, so you can edit, rename, or delete them exactly like the ones you create by hand.

Creating Participant Record Types needs the Admin role, as covered above. There is a matching library for document templates — see the Document Template Library.

Creating Records Walkthrough Video

This guide video will help with understanding how to set up Participant records.