We log every material update to the pack so you can see what changed, when, and why. Each download is generated live from the current template, so a paid user always gets the latest version just by logging back in and re-downloading. We log substantive changes (statutory updates, new documents, content rewrites). Typo fixes and formatting changes are kept out of the log so what you see here is signal, not noise.
3 Jun 2026
Three universal documents added - Financial Management Policy, worker Confidentiality & Privacy Agreement, Offer of Employment Letter
Closing the last universal gaps without adding bulk. The Financial Management Policy completes the Governance standards (sound financial management so participants keep accessing supports). The worker-signed Confidentiality & Privacy Agreement backs the Privacy & Confidentiality Policy with an undertaking each worker signs. The Offer of Employment Letter precedes the Employment Agreement and makes every offer conditional on NDIS Worker Screening, references and right to work - the audit-safe way to recruit. The Confidentiality Agreement, Code of Conduct and role description can also be generated per worker from the CRM.
Pack expanded to 51 documents - participant-file templates and two registers added
A certification auditor samples participant files, so we added the templates behind them: an Intake & Assessment Form, a per-participant Risk Assessment, a Support Plan, a Progress Notes template with guidance, and an Individual Emergency Plan (developed with the participant). Plus two evidence registers: a Conflict of Interest Register and a Restrictive Practices Register (for providers who use restrictive practices). These are the artefacts that show the standards are met in practice, not just on paper.
Documents updated
Participant Intake & Assessment Form
Participant Risk Assessment
Participant Support Plan (template)
Progress Notes (template + guidance)
Individual Emergency Plan
Conflict of Interest Register
Restrictive Practices Register
2 Jun 2026
Strengthened existing policies for the certification pathway
Targeted additions from the internal certification-pathway review. Governance: added Information Management and Human Resource Management sections, an insurance line, and cross-references to the connected policies. Incident Management: participants are involved in reviewing incidents that affect them, the system is available on request, and a step to consider police/other notifications. WHS: the statutory duty to report notifiable incidents to the work health and safety regulator, plus first-aid arrangements. Restrictive Practices: how emergency/unauthorised use to prevent imminent harm must be reported and trigger an urgent behaviour-support referral. Consent Form: media consent split into records vs promotion, a record of how consent was explained, and a review date. Conflict of Interest: written disclosure kept on file for coordination/plan-management providers. Data Breach Plan: cross-reference to the NDIS Commission / incident management where a participant is affected. Social Media: link to safeguarding/reportable incidents, and no participant images on personal devices. Supervision: clinical/competent-supervisor oversight for high-intensity supports. Complaints Register: reference number, acknowledgement date, and Commission-escalation columns.
Documents updated
Governance & Operational Management Policy
Incident Management Policy & Procedure
Work Health & Safety (WHS) Policy
Restrictive Practices Policy
Participant Consent Form
Conflict of Interest Policy
Data Breach Response Plan
Social Media & Online Conduct Policy
Worker Supervision Policy
Complaints & Feedback Register
2 Jun 2026
Auditor review: added an Incident Register and made priority compliance fixes
Following an internal review against the certification-pathway Practice Standards. Added an Incident Register (the pack had complaints and risk registers but not an incident one - needed to track and trend incidents, not just record them one-by-one). Privacy Policy: corrected the Notifiable Data Breaches wording - the 30-day period is the time to assess a suspected breach; an eligible breach is notified to the OAIC and affected individuals as soon as practicable, not within a fixed 30 days. Complaints Policy: added procedural fairness for the person a complaint is about, and made clear a person can contact the NDIS Commission at any stage. Medication Policy: added that a PRN psychotropic used to influence behaviour is a chemical restraint (a regulated restrictive practice) to be authorised in a behaviour support plan and reported accordingly. Participant Rights Policy: added the review clause, document-control table and sign-off block the other policies already had. Support Worker Position Description: corrected the description of the NDIS Workforce Capability Framework.
Documents updated
Incident Register
Privacy & Confidentiality Policy
Complaints & Feedback Management Policy
Medication Management Policy
Participant Rights, Dignity & Safeguarding Policy
Position Description: Support Worker
2 Jun 2026
Pack expanded from 36 to 43 documents - 7 new foundation policies added
Seven foundation documents added to close common gaps. Transport & Vehicle Policy (most support workers transport participants): licensing, registration, insurance, restraints, transfers and post-accident steps. Data Breach Response Plan: the contain/assess/notify/review steps under the Notifiable Data Breaches scheme, which applies to providers because they handle health information regardless of business size. Lone Worker Policy & Procedure: check-in and missed-check-in escalation for one-to-one work in homes and the community. Service Delivery & Support Planning Policy: person-centred planning, delivery and review (Provision of Supports), bridging the gap between intake and an ongoing service. Open Disclosure Procedure: open and honest communication with a participant after something goes wrong. Social Media & Online Conduct Policy: participant privacy, image consent and professional boundaries online. Training & Development Policy: induction (including the NDIS Worker Orientation Module), role-specific and mandatory training, and keeping worker competence current.
Documents updated
Transport & Vehicle Policy
Data Breach Response Plan
Lone Worker Policy & Procedure
Service Delivery & Support Planning Policy
Open Disclosure Procedure
Social Media & Online Conduct Policy
Training & Development Policy
31 May 2026
Service Agreement template upgraded to satisfy NDIS Practice Standard 4 in full
Added the explicit Practice Standard 4 elements an auditor expects but the previous template lacked: emergency and disaster arrangements, preferred communication method, participant goals, scope ("what we will not provide"), price-change clause (the NDIS PAPL is updated each July), dispute resolution step before NDIS Commission escalation, and a sharper GST clause.
Documents updated
Participant Service Agreement (template)
31 May 2026
Employment agreements updated for the 2024 Fair Work reforms
Added the Right to Disconnect clause to all 3 templates (Fair Work Act s 333M, in force 26 Aug 2024 for non-small business, 26 Aug 2025 for small business). The casual template: renamed "Casual conversion" to "Employee Choice (right to change from casual to permanent)" to match the post-26 Aug 2024 Closing Loopholes No. 2 terminology, and added a SCHADS 2-hour minimum engagement note. Part-time and full-time templates: added the NES termination notice schedule as a small table.
Documents updated
Casual Employment Agreement (template)
Part-Time Employment Agreement (template)
Full-Time Employment Agreement (template)
31 May 2026
Employee Onboarding Form: Fair Work s 125 acknowledgements added
Added Fair Work Information Statement (FWIS) and Casual Employment Information Statement (CEIS) receipt tick-boxes. Section 125 of the Fair Work Act requires every new employee to receive the FWIS, and every casual to receive the CEIS at commencement and again at 6 months (or 12 months for small business employers). Auditors and the Fair Work Ombudsman both look for this acknowledgement.
Documents updated
Employee Details & Onboarding Form
31 May 2026
Support Worker Position Description: NDIS Workforce Capability Framework reference added
Added a reference to the NDIS Workforce Capability Framework (workforcecapability.ndiscommission.gov.au), a free Commission-published tool that describes attitudes, skills and knowledge expected of NDIS workers at three levels (general, advanced, ancillary). Auditors view alignment with the Framework favourably.
Documents updated
Position Description: Support Worker
27 May 2026
Pack expanded from 26 to 36 documents to close common certification-pathway gaps
Audit-critical direct-care policies (medication, mealtime, restrictive practices, participant money and property) and process documents that auditors commonly cite as missing from starter packs (supervision, transitions, communication accessibility, participant handbook, quality improvement plan, complaint letter templates). Certification-pathway providers were materially under-served by the previous 26-document pack.
Documents updated
Medication Management Policy
Mealtime Management Policy
Restrictive Practices Policy
Participant Money & Property Policy
Worker Supervision Policy
Transitions Policy
Communication & Information Accessibility Policy
Participant Handbook / Welcome Pack
Quality Improvement Plan (annual)
Complaint Letter Templates (acknowledgement + outcome)
27 May 2026
Statutory accuracy sweep across the existing pack
Incident Management Policy: added the 24-hour exception for unauthorised restrictive practices that caused harm (previously the template treated all unauthorised use as the 5-business-day rule). WHS Policy: added the state-by-state Act references (model WHS Act 2011 covers NSW, Qld, SA, Tas, ACT, NT and the Commonwealth; WHS Act 2020 in WA; OHS Act 2004 in Vic). Privacy Policy: clarified APP entity status under Privacy Act s 6D(4)(b), named the relevant Australian Privacy Principles by number, and added the Notifiable Data Breaches scheme 30-day notification reference. Records Policy: pre-filled the retention schedule with defensible defaults instead of leaving the table blank.
Documents updated
Incident Management Policy & Procedure
Work Health & Safety (WHS) Policy
Privacy & Confidentiality Policy
Records & Information Management Policy
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