IS Portaltask card
Provisioning user to a Strategic Inclusion Plan (SIP)

For Inclusion Professionals

This task card is to support Inclusion Professionals use the Inclusion Support Portal (IS Portal) to provide access to the first person at a child care service who requires access to their services’ Strategic Inclusion Plan (SIP).

Support for the IS Portal can also be found in the ISP User Guide and IS Portal Frequently Asked Questions, published on the Inclusion Support Portal information page of the department’s website.

This task card provides processes for the following tasks:

1.Search for a SIP

2.Generate a letter of introduction

3.Provision a user

1.Search for a SIP

  1. Select ‘All Strategic Inclusion Plans’ from the IA homepage.

  1. Enter the Service Name and select ‘Run Search’.

  1. If a SIP is found for the service, select ‘View Plan’(A).If no SIP is found, select ‘Create a SIP’(B).

  1. Complete each section of the SIP details.
  2. SIP details: will display an automatically generated SIP ID and the status of the SIP. When creating a SIP, the status will default to ‘draft’, allowing the Inclusion Professional (IP) to make changes. No action is required for the suspend cases, suspend claims or suspend payments as this is set by the Inclusion Development Fund Manager (IDFM) is required. These fields are read only for child care services and IPs.
  3. To make changes to an existing SIP, change the Status to ‘Varied’.

  1. Service Provider details: Select ‘Select Service Provider and Primary CCB Approval’to identify the service you are creating the SIP for.All details for the service will populate from their records in their CCMS system.

Note: if you are viewing an existing SIP, you will not have the button displayed to ‘Select Service Provider and Primary CCB Approval’ as this has already been established.

  1. Inclusion Agency details: The IA Activity ID and Organisation will default to the state/territory that the service is located in.

Select the IA region from the drop down box. Select ‘Select Inclusion Agency contact’ to identify the IP who is responsible for working with the service on their SIP and inclusion support work. Please note that the phone and email contact information is general contact information for each IA, not for the individual IP.

Note: This information helps Inclusion Professionals to find all SIPs and IS Cases associated to the SIP. It can be updated at anytime by changing the status of the SIP to ‘Varied’, making the necessary changes and returning the SIP status to ‘Active’.These steps are all done in the ‘Manage SIP and CCB Approvals’ tile of a SIP homepage.

  1. IDF Manager details: This will default. The phone and email contact information will populate with general contact information for the IDFM. The IP is not required to select the IDFM Contact, this can be added by the IDFM.
  1. Return to the top of the screen and under ‘SIP details’, change the Status to ‘Active’.

2.Generate a letter of introduction

  1. Once the SIP Status is updated to ‘Active’, the‘Save and Generate Letter of Introduction’button is made available at the bottom of the page. Select this button to generate the letter of introduction and automatically email to the service. As this letter has the SIP ID, it is important that the service receives this so you can provision access to their SIP.

The letter of introduction will be automatically sent to the email address identified for the service under the Service Provider details in the ‘Manage SIP and CCB Approvals’ tile.

3.Provision a user

It is the responsibility of the IP to provide access to the first user at a child care service.

  1. Select ‘Provision a Service Provider User’ from the IA homepage.
  1. The user who is requesting access to the SIP should provide the IP with:
  2. SIP ID (available from the letter of introduction)
  3. CCB Approval ID
  4. Email address of the user to be provisioned. This email address must match the email address that is listed on the user’s CCMS Personnel Record. It must also be registered with AUSkey before the user will be able to access the IS Portal.

Enter this information and select ‘Continue’.

  1. If all three pieces of information match records in the system, the user will be available to be provisioned. Ensure the user is selected and select ‘Provision a New User’. A confirmation screen will appear to advise if provisioning was successful. If successful, the user will now have access to the IS Portal.

Hints if users do not display in the list:

  • The email address entered must match the email address of the user on their CCMS personnel record. Their personnel record must also identify them as a key or authorisedperson. This ensures they are able to interact with government on behalf of the service.
  • There is an incorrect piece of information added to the Search Field. Confirm with the service the information provided.

Error returned that the email address has already been used

If an error message is returned that the user cannot be provisioned as the email address has already been used, this suggests that the user has access to a SIP for an organisation with a different Australian Business Number (ABN) to what you are trying to provision.

As per the requirements of AUSkey, a separate AUSkey is required for each ABN. As the email address is used to establish and link the user’s account to the appropriate SIPs that can be viewed, the individual requires a separate unique email address for each ABN. The user must have a different email address listed on their CCMS personnel record and ensure that this email address is the same as what they have registered for the ABN with.

This will only occur where a single user is requiring access to multiple SIPs with different ABN’s.

Provisioning access to a SIP – for Inclusion Professionals 1