Pye — Staff Portal

Active participants

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Shifts this week

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Open incidents

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Invoices pending

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Budget utilised

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Across all plans

Today's supports

Time	Participant	Support type	Worker	Status
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Plan expiry alerts

Participant	NDIS Plan expiry	Review due	Action

Compliance alerts

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Invoice summary

Pending submission$12,840

$12,840 of $32,100 this month40%

Submitted this month$19,260

Paid to date$14,800

Budget overview

Core supports65%

Capacity building46%

Support coordination83%

All (12)

Active

Plan review due

New intake

Participant	NDIS Number	Disability	Plan type	Hrs/wk	Plan expiry	Status

Assigned workers

App logins

Quick actions

Plan & goals

Recent progress notes

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All plans

Review due

Recently updated

Participant	Plan created	Last reviewed	Next review	Goals	Status
Sarah Johnson	10 Jan 2025	15 Mar 2026	15 Apr 2026	4 active	Current
Tom Nguyen	05 Feb 2025	20 Feb 2026	20 May 2026	3 active	Current
Amara Kofi	18 Mar 2025	10 Mar 2026	10 Jun 2026	5 active	Current
David Reeves	01 Mar 2026	01 Mar 2026	01 Jun 2026	2 active	New — in progress

Right now

Participant	Worker	Rostered	Clock on	Status

Needs review

Ready to claim

All

From To

Date	Participant	Worker	Rostered	Clock on	Clock off	Hours	Status
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Location is recorded only at clock on/off, never in between. On site means the worker's phone was inside the participant's geofence with a good GPS fix. Anything else is flagged with the worker's reason and must be approved before it can be claimed.

SIL Service Agreement — Online Form

Online Form · Saves to database

Complete this form for each new SIL participant. The agreement will be saved and can be printed for signature.

1. Participant Details

Participant Full Name

NDIS Number

Date of Birth

Address

Plan Management Type

Support Coordinator (if any)

2. SIL Support Details

SIL accommodation address

Agreement start date

Funded supports to be provided (NDIS line items)

Weekly support hours

Estimated weekly cost

Review date

3. Goals & Outcomes

Participant's NDIS goals to be addressed

Agreed outcomes and progress indicators

4. Rights & Responsibilities

The participant has been informed of their right to have a person of choice present during discussions about this agreement The participant understands they can end this agreement with 14 days' written notice The participant has received and understands the complaints and feedback process The participant consents to the collection and use of information for service delivery purposes (Privacy Act 1988)

Authorised MCL representative

Date of agreement

Additional notes or special conditions

Support / Care Plan

Online Form · Saves to database

1. Participant Details

Participant

Plan created / updated

Primary disability / diagnosis

Communication style / language

2. What's Important to the Participant

What matters most to this person (in their own words)

Cultural, religious or lifestyle considerations

3. NDIS Goals & Actions

Goal 1

Target date

Support actions to achieve this goal

Goal 2

Target date

Support actions to achieve this goal

4. Specific Support Requirements

Morning routine

Meal support / dietary requirements

Medication (refer to MAR)

Behaviours of concern / triggers & strategies

5. Emergency & Safety

Emergency contact — name & relationship

Medical alert / allergy / health risk

Next review date

Behaviour Support Plan Integration Record

Online Form · Saves to database

This record supplements — but does not replace — the Behaviour Support Plan prepared by a registered Behaviour Support Practitioner. All regulated restrictive practices must be separately authorised under the NDIS Rules.

1. BSP Details

Participant

BSP prepared by (Practitioner)

BSP date / version

BSP review date

2. Behaviours of Concern

Identified behaviours of concern (from BSP)

Function of behaviours (as assessed by Practitioner)

3. Proactive Strategies

Environmental modifications

Positive behaviour support strategies (staff actions)

4. Reactive Strategies

Early warning signs / escalation indicators

De-escalation strategies

Post-incident support

5. Staff Acknowledgement

Worker name

Date acknowledged

Restrictive Practice Authorisation & Reporting

Online Form · Saves to database

Regulated restrictive practices require state authorisation (VIC: VCAT order or guardian consent) BEFORE use. Use of an unauthorised restrictive practice is a serious incident requiring NDIS Commission notification. Complete this record for each authorised practice.

1. Participant & Practice Details

Participant

Type of restrictive practice

Description of the practice

2. Authorisation

Authorisation type (VIC)

Authorisation date

NDIS Commission notification reference (if applicable)

3. Monthly Use Report

Reporting month

Number of times used

Total duration (minutes)

Summary of circumstances and outcomes

4. Review & Reduction Planning

Reduction strategy / progress toward elimination

Risk Assessment (FRM-006)

Online Form · Saves to database

1. Assessment Details

Participant

Activity / context

Date

Risk assessed by

Reviewed by (supervisor)

2. Identified Risks

Hazard / risk

Likelihood (1–5)

Impact (1–5)

Control measures

3. Overall Risk Rating & Approval

Overall risk rating (post-controls)

Next review date

Approved for delivery?

Medication Management Record

Online Form · Saves to database

Complete a Medication Management Record for each medication a participant requires support with. This is separate to the daily MAR — this record documents authorisation, storage and handling requirements.

1. Participant & Medication Details

Participant

Medication name (generic)

Dose

Route

Frequency

Prescribing doctor

Prescription date

2. Authorisation & Storage

Authorised workers (who may administer this medication)

Storage requirements

Disposal instructions

3. Side Effects & Emergency Protocol

Known side effects to monitor

Action if missed dose

Emergency protocol

Home & Living / SIL Needs Assessment

Online Form · Saves to database

1. Participant & Assessor Details

Participant name

Assessment date

Assessor name

Others present

2. Current Living Situation

Current living arrangement

Current level of independence (1–5)

Participant's housing goals and preferences

3. Functional Capacity Assessment

Daily living activities

Personal hygiene / grooming

Meal preparation

Medication management

Household tasks

Social & community

Managing finances

Public transport

Social participation

Communication

4. Support Needs Summary & Recommendation

Recommended SIL support hours per week

Assessor recommendation and rationale

NDIS Service Provider Outcomes Report

Online Form · Saves to database

1. Reporting Period & Participant

Participant

Report period from

Report prepared by

Report date

2. Goal Progress

NDIS goal

Progress rating

Evidence of progress / what was observed this period

3. Supports Delivered

Summary of supports provided this period

Incidents or concerns during this period

4. Recommendations & Next Steps

Recommendations for upcoming period

Shift Handover Template

Handover Details

Date

Site / Location

Outgoing Worker

Incoming Worker

Shift Start

Shift End

Participant Updates

Participant name(s) on shift

General wellbeing & mood

Activities completed

Meals & personal care

Incidents & Issues

Any incidents or near-misses?

If yes — describe and confirm incident report lodged

Medication administered this shift

Upcoming tasks for incoming worker

Equipment / maintenance issues

Supervision Agreements & Record

Supervision Session Details

Worker Name

Supervisor Name

Session Date

Session Duration

Session Type

Next session date

Session Content

Topics discussed

Concerns raised by worker

Feedback provided

Actions agreed

Training needs identified

Signatures

Worker confirms accuracy Worker acknowledges these notes are accurate

Supervisor confirms accuracy Supervisor acknowledges these notes are accurate

Supervision & Support Plan

Worker Details

Worker Name

Position

Supervisor Name

Plan Date

Review Date

Supervision Frequency

Supervision Focus Areas

Current strengths

Development goals

Support needs identified

NDIS Practice Standards relevant to this worker's role

Agreed Actions

Actions for worker

Actions for supervisor / organisation

Worker acknowledgement I have read and understood this supervision plan

Team Meeting Minutes

Meeting Details

Meeting Date

Meeting Time

Location / Platform

Chairperson

Minutes recorded by

Next meeting date

Attendees

Apologies

Agenda & Minutes

Previous minutes confirmed

Agenda Item 1 — Participant updates

Agenda Item 2 — Incidents & complaints

Agenda Item 3 — Compliance & training updates

Agenda Item 4 — Roster & staffing

Other business

Action Items

Actions from this meeting

Annual Performance Review

Review Details

Worker Name

Position

Review Period

Review Date

Reviewer Name

Overall Rating

Performance Domains

1. Support delivery and quality of care

2. Compliance with NDIS Practice Standards & policies

3. Communication and teamwork

4. Reliability and professional conduct

5. Documentation and reporting

Development & Goals

Key achievements this review period

Areas for development

Goals for next review period

Training or support required

Worker comments

Internal Audit Checklist

Internal Audit Schedule & Findings

Policy & Procedure Review Register

Continuous Improvement Plan

Improvement Item

Issue / Improvement Area

Source of Identification

Date Identified

Priority

Responsible Person

Target Completion Date

Description / Context

Actions & Outcomes

Actions Planned

Status

Date Completed

Outcome / Evidence of Improvement

Vacancy Management Record

Vacancy Details

Position Title

Location / Site

Date Vacancy Opened

Employment Type

Reason for Vacancy

Advertised Date

Platform Advertised

Applications Received

Recruitment Progress

Shortlisted Candidates

Interview Date(s)

Preferred Candidate

Offer Made Date

Offer Accepted?

Expected Start Date

Date Filled

Vacancy Status

Notes

Strategic Plan

Pye Strategic Plan 2025–2028

Vision, mission, and strategic priorities for organisational growth

Vision & Mission

Vision Statement

Mission Statement

Core Values

Strategic Priorities

Priority 1 — Service quality & participant outcomes

Priority 2 — Workforce development

Priority 3 — Growth & sustainability

Priority 4 — Compliance & governance

Plan Governance

Plan period

Review frequency

Approved by

Approval date

Organisational Risk Register

Stakeholder Consultation Register

Board / Committee Meeting Minutes

Meeting Details

Meeting Type

Meeting Date

Meeting Time

Location

Chairperson

Minutes recorded by

Members present

Apologies received

Quorum achieved?

Business

Previous minutes confirmed

Business arising from previous minutes

CEO / Operations report

Financial report

Risk & compliance update

Strategic items discussed

Other business

Decisions & Actions

Formal resolutions passed

Action items

Next meeting date

Meeting closed at

Monthly Financial Report

Petty Cash & Expenditure Record

Equipment & Asset Register

Organisation

Organisation name

ABN

NDIS registration no.

Contact email

Geofencing

Default radius (m)

Max GPS error (m)

Clock on from (min early)

Late alert after (min)

Block rostering of workers without a verified, current NDIS Worker Screening clearance (recommended)

NDIS support items & price limits

Price limits change every 1 July. Check each item against the current NDIS Pricing Arrangements and Price Limits, then tick Verified. Unverified items are flagged when you create a claim.

Item number	Name	Unit	Price limit	From	Source

All (8)

Open

Under investigation

Closed

Ref	Date	Participant	Type	Severity	Commission	Status
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All

Open

Resolved

Ref	Date	From	Nature	Tier	Due	Status
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Risk rating matrix

Likelihood →
Impact ↓

Rare

Unlikely

Possible

Likely

Almost Certain

Negligible

Minor

Moderate

Major

Catastrophic

Organisational risk register (REG-003)

Risk #	Description	Likelihood	Impact	Score	Controls	Residual	Owner
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POL-008: Only workers with written authorisation may administer medications. Always verify the 5 Rights before every administration.

5 Rights verification checklist

Right PERSON — participant identity confirmed Right MEDICATION — name matches MAR Right DOSE — dose matches prescription Right TIME — administered at scheduled time Right ROUTE — route matches prescription

Participant

Medication

Dose

Medication Administration Record (FRM-007)

Participant	Medication	Dose	When	Worker	5 Rights
No administrations recorded yet.

Budget by participant

Participant	Plan budget	Invoiced	Remaining	Plan ends	Utilisation
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Generate new invoice

Participant

Invoice period — From

Plan management type

Support items (NDIS Price Guide 2025-26)

Subtotal$0.00

GST (NDIS supports are GST-free)$0.00

Total$0.00

Invoice history

Invoice #	Participant	Period	Amount	Status

Staff qualifications & compliance register (REG-005)

Worker	Role	Induction	Screening documents	Status
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Supervision records (FRM-010)

Worker	Last supervision	Next due	Supervisor	Status
Maria Garcia	15 Mar 2026	15 Jun 2026	Daniel Park	On track
James Wilson	01 Feb 2026	01 May 2026	Daniel Park	Due in 6 weeks
Lisa Torres	20 Jan 2026	20 Apr 2026	Service Manager	Due soon
Priya Sharma	10 Mar 2026	10 Jun 2026	Daniel Park	On hold — screening

Worker screening documents (live)

Worker	Document	Reference	Expiry	File	Verification
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Monthly compliance checklist (CHL-003)

March 2026 — incomplete

Audit readiness (CHL-004)

Overall readiness78%

PS 1.1 Person-centred supportsReady

PS 1.2 VANEDReady

PS 1.4 ComplaintsReady

PS 2.1 GovernancePartial — COI register

PS 2.3 Quality managementPartial — audit program

PS 2.6 Incident managementReady

PS 2.7 WorkforceAction needed — screening

PS 3.1–3.4 Support deliveryReady

PS 4.3 MedicationReady

PS 4.4 Waste managementReady

All (53)

Policies

Procedures

Forms

Registers

Checklists

Governance

Quality

Incidents Q1 2026

+2 from Q4 2025

Complaints resolved

100% within 10 days

Shifts delivered

142

97.2% fill rate

Revenue claimed

$89k

+12% vs last quarter

Available reports

Report	Description	Last generated
Monthly quality summary	Incidents, complaints, compliance, improvements	1 Apr 2026
Incident trend analysis	All incidents by type, severity, Commission reporting status	31 Mar 2026
Worker compliance register	Screening checks, training, qualifications, expiries	18 Mar 2026
Budget utilisation report	NDIS budget spend by participant and support category	18 Mar 2026
Invoice & claims summary	All invoices, submission status, payment received	18 Mar 2026
NDIS audit readiness export	CHL-004 evidence mapping against all Practice Standards	15 Mar 2026
Participant plan review schedule	All upcoming NDIS plan reviews and expiry dates	10 Mar 2026