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Records and quality

Records and access

Every note, query and complaint keeps its stamp, and nobody's access starts before your Department privacy training is recorded.

Key facts
Notes
A revision beside the original; there is no delete button
Complaints
Acknowledgement and resolution times you set
Access
Starts once privacy training is recorded

Shares its record with Placements and money

File notes and evidence

For consultants writing up a call or a visit, and for claims teams and auditors reading the file afterwards.

Every file note carries a date, time and user stamp, whether a person wrote it or Workstride did. Notes cannot be edited or deleted in Workstride; corrections are saved as revisions beside the original (Part A 5.3.1), and the full history, what a note first said, who corrected it, when and why, stays on the record. A note can be marked confidential, tagged, and carry time spent or travel time, and attaches to fifteen kinds of record: participants and employers, claims, expenses, queries, complaints and exits among them.

At the moments that matter, Workstride writes its own stamped note: an attendance result, a support contact, a placement acceptance, a claim submission, a query answered, a complaint, an exit or an Ongoing Support Assessment, each carrying a named system actor in place of a person. A document only counts as evidence once it passes a malware scan, run by a scanner beside the application rather than an outside service; an infected file is quarantined and stays on the record with the attempt still visible. Workstride keeps a fingerprint of every file, a confidential document needs its own permission, and every download is logged. Ask a participant for a document through the portal and Workstride tracks the request until it arrives.

Website controls, not the product: reset the notes on this record back to how they opened.

Interactive demo, sample data Linh Nguyen's file notes
work.northfold.example/participants/2187 Sample data
Northfold Employment
Sunita Pillai

NGUYEN, Linh

Participant #2187

Notes

16/09/2026 14:05 by Sunita Pillai (sunita.pillai@northfold.example) (revision 2 of note 4182)Contact

Phone call: Linh confirmed Thursday's appointment and will bring her latest payslip. She asked about a Certificate III in Individual Support; I will check course dates.

14/09/2026 16:41 by claims engineClaim, Week 12

Week 12 outcome claim submitted to the claims team (C26-00212, raised automatically, full outcome).

08/09/2026 11:05 by Sunita Pillai (sunita.pillai@northfold.example)PPS, Week 12

Post placement support contact with the participant on 08/09/2026: successful. Going well; has asked about weekend shifts.

Both versions stay on the recordGET /api/v1/notes/4197/history
{"data": [{"id": 4182,"kind": "contact","body": "Phone call: Linh confirmed Friday's appointment and will bring her latest payslip. She asked about a Certificate III in Individual Support; I will check course dates.","tags": ["Contact"],"author": {"staff_user_id": 14,"label": "Sunita Pillai (sunita.pillai@northfold.example)"},"occurred_at": "2026-09-16T10:42:00+10:00","recorded_at": "2026-09-16T10:42:19+10:00","stamp": "16/09/2026 10:42 by Sunita Pillai (sunita.pillai@northfold.example), superseded 16/09/2026 14:05","revision": {"number": 1,"revises_note_id": null,"root_note_id": 4182,"reason": null},"superseded": {"at": "2026-09-16T14:05:37+10:00","by_note_id": 4197}},{"id": 4197,"kind": "contact","body": "Phone call: Linh confirmed Thursday's appointment and will bring her latest payslip. She asked about a Certificate III in Individual Support; I will check course dates.","tags": ["Contact"],"author": {"staff_user_id": 14,"label": "Sunita Pillai (sunita.pillai@northfold.example)"},"occurred_at": "2026-09-16T10:42:00+10:00","recorded_at": "2026-09-16T14:05:37+10:00","stamp": "16/09/2026 14:05 by Sunita Pillai (sunita.pillai@northfold.example) (revision 2 of note 4182)","revision": {"number": 2,"revises_note_id": 4182,"root_note_id": 4182,"reason": "Corrected the appointment day: Thursday 17/09/2026, not Friday."},"superseded": null}]}
Stamped file notes on Linh Nguyen's record, where the top note is a revision, and the note's history from the API: the original with its own stamp marked superseded, and the revision carrying the reason it was corrected.

Sample people are invented. Writing a note, correcting one and resetting all work with a keyboard, and nothing you type here is sent anywhere.

Note templates, stamped PDF note extracts for upload, printing notes, one note linked to several records, evidence checklists and bundles, and forms and e-signature are all planned. Sending notes and evidence to ESS Web, and any AI draft of a note, wait on approval.

Queries, complaints and exits

For quality and compliance leads, site managers and the central team who answer questions and handle feedback.

Questions to the central team are raised on the record they are about, and the answer is stamped on that file so the next person finds it. Each query carries a type, a priority and a due date, and a query nobody has picked up, or one running past its due date, raises an alert. A participant can also ask through the portal, for the kinds of question you allow.

The Customer Feedback Register (Part A 3.5) holds every complaint, piece of feedback and compliment, with its source, category and where it was referred: the Complaints Resolution and Referral Service on 1800 880 052, or the Department's own complaints line on 1800 634 035, each recorded with its reference. The Guidelines set no response time (Part A 3.6); acknowledging in 2 business days and resolving in 10 are Workstride's own defaults, and your organisation can change them. A complaint recorded as a Code of Conduct matter reminds staff to tell the Department promptly. Participants can also contact the National Customer Service Line on 1800 805 260; that number is not yet one of Workstride's own referral options.

An exit or transfer runs through a checklist, ticked off by who and when. After a Provider Exit, Workstride tracks the 14 calendar days the Guidelines allow for telling the participant (Part B 3.6), and a participant who returns within 13 weeks resumes their Period of Service (Part B 3.6.4). Mirror the exit in ESS Web: Workstride does not record it there yet.

Website controls, not the product: reset all three records back to how they opened.

Interactive demo, sample data A query, a complaint and an exit
work.northfold.example/quality Sample data
Northfold Employment
Dimitra Kallis

Quality

A question answered on the file, a complaint acknowledged, and an exit's participant notification, each stamped as it happens.

Query Q26-00092

Advice · PEARCE, Jack · due 17/09/2026

Does a second job with the same employer count towards the 26 week hours?

Raised by Marcus Byrne, 14/09/2026

Exit, FIFITA, Mele

Provider Exit · recorded 15/09/2026

Tell the participant within 14 calendar days (Part B 3.6). Due 29/09/2026.

CP26-00015

Complaint · Service delivery · KARIMI, Zahra

Received 17/09/2026. Acknowledge by 21/09/2026, resolve by 01/10/2026 (your own defaults; the Guidelines set no response time).

Stamped on the file
  1. Nothing recorded yet in this demo.
Three records on sample data: a query on Jack Pearce's file, a complaint about Zahra Karimi and Mele Fifita's exit, each stamped as you act on it.

Sample people are invented. Answering, acknowledging and notifying all work with a keyboard, and nothing here is sent anywhere.

Settings screens for query types, recording CRRS recommendations, adding the National Customer Service Line as a referral option, secure transfer of records to another provider on request, and exit letters from templates are all planned. Recording an exit in ESS Web, and an alert that a participant has exited in the Department's own extract, wait on approval.

Staff access, roles and training

For Security Contacts, compliance leads and IT: who can sign in, what they can do, and what the record shows.

Staff sign in with the Microsoft 365 or Google Workspace account they already use, from an allow-listed directory, so your own multi-factor authentication and access policies apply. Nothing is granted by default, including a pre-grant set up by someone's work email before they arrive, and access reviews are recorded.

Your Security Contact decides who gets access and to which sites, from six standard roles or a role built from your own catalogue of plain-language permissions; a locked Security Contact permission cannot be removed, and a person only sees the actions they are allowed to take. No role activates until your Department privacy training is recorded for that person (Part A 6.13).

Suspending or removing someone's access takes effect on their next click, and removing access also deletes their API tokens. Nobody can change their own access, and the last Security Contact cannot be removed until another is nominated. Every access decision goes into a log that cannot be edited in Workstride; your Security Contact can filter it and export it to CSV for the annual self-audit. A training register lists courses by role, certificates and standings, with refresher reminders that escalate. Support access for our own staff needs your Security Contact's approval too: see Security.

Website controls, not the product: reset Nathan Brooks's record back to how it opened.

Interactive demo, sample data Nathan Brooks, awaiting access
work.northfold.example/settings/staff/24 Sample data
Northfold Employment
Helen Achterberg

Staff access

Nathan Brooks

nathan.brooks@northfold.example, signs in with Microsoft 365.

Awaiting access
Access
Role
Consultant
Sites
Dubbo (DUBB)
Granted
16/09/2026 by helen.achterberg@northfold.example
Privacy training
Not recorded

Access cannot start until Nathan Brooks's Department privacy training is recorded (Part A 6.13).

Access log
  1. Access granted16/09/2026 10:31, by helen.achterberg@northfold.examplerole: consultant; sites: Dubbo (DUBB)
Nathan Brooks, a new consultant: his role and site are granted, but access stays off until his Department privacy training is recorded, and every change writes an entry to the access log on the right.

Sample people are invented. Recording training, suspending and removing access all work with a keyboard, and nothing here is sent anywhere.

Access review reminders, step-up sign-in for sensitive actions, directory groups for custom roles, per-organisation idle timeouts, escalating overdue training to your Security Contact, and importing completions from the Department's Learning Centre are all planned.

Questions about records and access

Can a manager delete a note that was written by mistake?

No. Nobody can delete a file note in Workstride, including a Security Contact or a tenant administrator. A mistaken note is corrected with a reason, and both versions stay on the record (Part A 5.3.1).

Who sets how quickly a complaint must be acknowledged?

You do. The Guidelines set no response time for complaints (Part A 3.6), so Workstride ships with defaults of 2 business days to acknowledge and 10 to resolve, and your organisation can change either.

Can we use this with participants or staff now?

No. Using Workstride with participant data or real staff first needs DEWR to accredit the Workstride system and us to hold a Third Party IT Vendor Deed, then your organisation's written approval from the Department (Part A 7.2.2).

Sources

  • Inclusive Employment Australia Guidelines Part A and Part B, version 1.1

Sources checked on 17/09/2026. Checked against the build on 17/09/2026.

See it on sample data, with the people building it.

A walkthrough covers the parts of Workstride your teams would use, the status of each one, and the approval steps your organisation takes.

Using Workstride with participant data first needs DEWR to accredit the Workstride system and us to hold a Third Party IT Vendor Deed, then your organisation's written approval from the Department (IEA Guidelines Part A 7.2.2).

Workstride is new, and we are inviting Inclusive Employment Australia providers to help shape it before launch. Help shape Workstride.

What happens next

  1. Tell us who is coming

    Send the form with the roles you want to bring and the parts you want to see.

  2. We reply to set a time

    We suggest times that suit your team and confirm what the session will cover.

  3. The walkthrough

    Sample data only, with the status of every part said out loud. Nothing about your participants is asked or needed.

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    Your passport

    Collect a stamp for each part of the site you explore: use a calculator, finish a practice round, look up a clause or a term. Stamps stay in this browser. Nothing is sent to us.

      Open the passport page