Guide category
Compliance and audit
Keep documents and evidence ready, and work in the Audit Centre.
Step-by-step guides
- Audit Centre overview The Audit Centre checks your records, helps you prepare evidence for an NDIS audit and gives an auditor limited access. What it does and what you do.
- Check audit readiness See how ready your records are for an audit on the Readiness tab, then fix the issues and review the checks behind your score.
- Practice Standards mapping Learn how the By Standard tab of an audit session links your evidence to the NDIS Practice Standards, and how to read the scorecard and map files.
- Run an audit session Create an audit session, add and prepare evidence with Prepare audit, and share files with an auditor from the Audit Centre.
- Give an auditor access Add an external auditor to an audit session, preview what they will see, resend their invitation and take their access away, from the Auditors tab.
- Manage evidence requests Read the extra evidence an auditor has asked for, reply to each request and mark it closed, from the Requests tab of an audit session.
- Review auditor access history Use the Access Logs tab of an audit session to see when auditors opened the portal, which files they opened and what your own team did to give or remove access.
More setup guides
- Documents Upload and manage documents linked to staff, clients, sites, or organisation areas: document types, expiry dates, renewal reminders, compliance checks, certificates and licences, and audit evidence readiness.
- Security Settings Admin Portal MFA policy, audit and export retention windows, session timeout, data export controls, and the configuration activity log.
Other guide categories
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