Department of Human Services

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How to establish if you are an Aggregate or Individual reporter

Transcript

Before you start to enter data into R2D2, it's important to understand whether you do individual or aggregate submissions. If you don't already know what type of reporting you do, the way to find this out is to click on Schedules (top left of the screen) and then to click into the relevant schedule (displayed as a list in the centre of the screen).

So it's good to get familiar with the schedules and what they refer to, especially the one that's relevant to you. You might just have one option, you might have two, there might be a whole suite of different schedules. Basically if you click into it (for example, click on a link under the ‘Reference’ heading to open the Schedule Details screen) you'll see some details, including the funding stream.

I can look at ‘Collection Method’ (bottom right of the screen) and see that for the EFA schedule it's Aggregate Submissions. So what that means is that I don't need to add clients or create assessments, I just need to create the submission and enter the data directly as per the other training videos.

If I return to Home and then Schedules (top left of the screen) and select the TRO schedule, this time I can see the collection method as Individual Submissions. So that means I would need to add clients and create assessments in order to fulfill my reporting.

So that's how you tell whether you do individual or aggregate reporting and it's really important to be clear on this before you start entering data into R2D2, otherwise you risk adding clients and creating assessments when you don't need to, or forgetting to do that, and then being confused about why your submission is largely blank.

Thanks for listening.

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Page last updated : 19 Sep 2022

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