The participant profile

Open a participant from Participants by selecting their row. Their profile slides in as a drawer over the register. It opens on the Details tab, with a row of tabs across the top for every part of the record. Each tab is its own section and saves on its own, so you can build the record up gradually.

The tab rail

The tabs always appear in this order:

Tab	What it is for
Details	Personal, contact, address and reference-number fields (the tab you land on).
Contacts	Family, guardians, plan managers and clinicians.
NDIS Plan	The plan number, dates, funding type and budgets.
Service Agreements	The supports you have agreed to deliver, and signing.
Consent	Capturing the participant’s consent.
Goals	The NDIS goals they are working towards.
Risks	Risks your workers should know about.
Preferences	How they like to be supported.
Utilisation	Read-only. Budget spend against allocation.
Financial	Read-only. Finance items on the way to a claim.
Shifts	Read-only. The participant’s shifts.
Tasks	Read-only. Tasks linked to the participant.
Incidents	Read-only. Incidents involving the participant.
Documents	Files attached to the record.
Notes	Internal notes for your team.
Audit Trail	Read-only. The change history.

The Shifts, Tasks and Incidents tabs are read-only views of records from those modules. You create and manage them from their own areas of the platform.

Edit the Details tab

The Details tab holds the same four sections as the create form, Personal Information, Contact Information, Address and Reference Numbers, so see Create a participant for the full field list and which ones are required. Whether the participant has an external support coordinator is the Support coordinator assigned? field under Contact Information; the coordinator themselves is recorded under Contacts. Change anything you need, then select Save profile at the bottom of the drawer. You will see Participant updated.

If your role does not have edit access, the tab shows Read-only. Your role does not have edit access. and the fields are locked.

The red Archive participant button appears when your role can delete participants. It is for participants who are no longer active: Archive a participant.