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ComplianceDocument Expiry Tracking

Document Expiry Tracking for NDIS

Expiry dates are read from each document as it is uploaded, and the dashboard shows what is about to run out.

  • Expiry read for you
  • Expiring on the dashboard
  • Expired list and reports
  • Reminders to workers

Risk-assessed roles

Workers in risk-assessed roles must hold an NDIS Worker Screening clearance, and registered providers must keep a record of them.

Source: NDIS Commission

The documents that run out

Each one has its own expiry, and each one matters on the day it lapses.

First aid

Usually renewed every three years.

CPR

Usually renewed every year.

Police checks

Renewed on the schedule your policy sets.

NDIS Worker Screening

Required for risk-assessed roles.

Working with Children Checks

Different validity in each state.

Participant documents

Plans, agreements and reports with review dates.

Every support worker carries documents that run out: first aid, CPR, a police check, an NDIS Worker Screening clearance, a Working with Children Check. Miss one and a worker is on shift without a current check. Rostery keeps the dates for you and puts what is about to lapse in front of the office.

How document expiry tracking works in Rostery

When a staff document is uploaded, by the office on the web or by the worker in the Rostery app, the AI reads what kind of document it is and its expiry date. If no expiry is printed, Rostery works it out from the issue date (for example a year for CPR, three years for first aid and five years for an NDIS Worker Screening clearance) and updates the matching qualification.

The dashboard shows how many staff documents expire in the next 30 days, Staff Documents has an Expired list, and the Staff and Client Document Expiry reports list everything by date. Workers see their own expired and expiring documents in the app, and you can switch on reminder emails to workers 30 and 7 days before a document expires.

How Rostery keeps track

1

Expiry read on upload

The AI reads the document type and expiry date. If none is printed, Rostery calculates it from the issue date and updates the matching qualification.

2

One place to see what's due

A dashboard count of staff documents expiring within 30 days, an Expired list in Staff Documents, and Staff and Client Document Expiry reports.

3

Reminders to the worker

Switch on reminder emails and workers are told 30 and 7 days before a document expires, with a prompt to upload the renewed copy.

4

Screening on the staff record

Each worker's NDIS Worker Screening number, status and expiry is kept on their record, and the staff list flags screening that has expired or is about to.

Who uses it

Compliance and HR

Watch the dashboard and the Expired list, and follow up renewals.

Support workers

Upload their own documents in the app and see what is expiring.

Rostering

See screening badges on the staff list before assigning shifts.

What to keep current for every worker

  • An NDIS Worker Screening clearance, for risk-assessed roles
  • First aid and CPR certificates
  • A Working with Children Check, where your services need one
  • A police check, as your policy requires
  • A weekly look at the dashboard and the Expired list

The rule behind it

Workers in risk-assessed roles must hold an NDIS Worker Screening clearance, and registered providers must keep a record of the workers they engage in those roles. Knowing when each clearance and certificate expires is how you keep that record true.

Worker screening for registered providers (NDIS Commission)

Set up expiry tracking in four steps

  1. 1

    Upload documents

    Office staff on the web, workers in the Rostery app.

  2. 2

    Check the dates

    Confirm the expiry dates Rostery read or calculated.

  3. 3

    Switch on reminders

    In Settings, then Notifications, turn on document expiry emails.

  4. 4

    Review weekly

    Check the dashboard and the Expired list.

See Document Expiry Tracking on your own data

A guided demo with your participants, staff and price book. No obligation.

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Document Expiry Tracking: questions

Once you switch them on, workers are emailed 30 days and 7 days before one of their documents expires.

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