View all active participants, sort by column header and view the top Pinned Comment. Have quick access to a participant Plan edit / archive from the listing.
The Active Participant listing shows all Participants who are active in Planability. To view archived Participants select from the main menu or the Archived tab from the Participant listing.
To view, click on Active Participants in the left menu, or choose the Participants tab on the main Dashboard.
Customise your view
Directors users will view all active Participants.
Plan Managers will be able to view all active Participants with whom they are associated.
Plan Managers with advanced 'Participant' permissions have access to view all active Participants, regardless of their association. They also have the ability to filter their view to display only 'My Associated Participants'.
Search
Use the Search Options to search by Name; NDIS No.; State; NDIS Region
Sort by Column Header
Sort the list by Column Header to arrange in alphabetical or numerical order.
Column Selection
Prioritise the information that matters most to you by choosing the columns you want to see in your view. You can easily hide or show columns as needed. Your column selections will be saved until your next login, at which point all columns will be displayed again.
- To view the Participant Details page, including their associated contacts, click on their name.
- To view the NDIS Budget for a participant, click on the Plan ID.
- To view the current Plan click the box to the left of the Participant name or Select from the ellipses on the right.
- Use the ellipses buttons to the right to Select or Edit the Participant Details. Generate a Statement by Month, or by Date Range.
Next Read: Participant Details Page