NDSS CRM Manual / Technical / Chapter 21: Troubleshooting & FAQ
V3.8 · 2024/2025

Chapter 21: Troubleshooting & FAQ

Comprehensive troubleshooting guide covering common issues, installation problems, authentication errors, performance optimisation, browser compatibility, mobile responsiveness, data issues, integration failures, frequently asked questions, and error code reference.

21.1 Common Issues

This section covers the most frequently reported issues encountered by NDSS CRM users, along with step-by-step resolution procedures.

Issue: Cannot Log In - "Invalid email or password" Error

Symptoms: The login form displays "Invalid email or password" after entering credentials.

Possible Causes:

  1. Incorrect email address or password (case-sensitive).
  2. Account has been deactivated by an administrator.
  3. Account is locked due to too many failed login attempts (5 consecutive failures triggers a 30-minute lockout).
  4. Password has expired (passwords expire every 90 days).
  5. Email address has not been verified after registration.

Resolution Steps:

  1. Verify the email address is spelled correctly. Check for trailing spaces.
  2. Use the "Forgot Password" link to reset your password via email.
  3. If the account is locked, wait 30 minutes and try again, or ask an administrator to unlock the account via Admin > User Management.
  4. Check your email inbox (and spam folder) for a password expiry notification from NDSS CRM.
  5. If none of the above resolves the issue, contact your organisation's NDSS CRM administrator.

Issue: Page Not Loading - White Screen or Spinning Loader

Symptoms: After login, a page displays a white screen, an infinite loading spinner, or the content area remains empty.

Possible Causes:

  1. Browser cache contains stale JavaScript bundles from a previous version.
  2. Browser extensions (ad blockers, privacy extensions) are blocking required scripts or API requests.
  3. Network connectivity issue preventing API responses from reaching the browser.
  4. Session token has expired but the automatic refresh failed.

Resolution Steps:

  1. Hard refresh the page: Windows: Ctrl + Shift + R | Mac: Cmd + Shift + R.
  2. Clear browser cache and cookies for the NDSS CRM domain. In Chrome: Settings > Privacy > Clear browsing data > select "Cached images and files" and "Cookies".
  3. Temporarily disable browser extensions and reload the page to test if an extension is causing the issue.
  4. Open the browser developer console (F12) and check the Console and Network tabs for error messages. Report any errors to your administrator.
  5. Log out completely, close all browser tabs, and log back in.
  6. Try a different browser (Chrome, Firefox, Edge, Safari) to isolate the issue.

Issue: Data Not Saving - "Failed to save" Error

Symptoms: Clicking the Save button on a form produces an error message, or the save appears to complete but the changes are lost on page reload.

Possible Causes:

  1. Form validation error - one or more required fields contain invalid data.
  2. Session has expired during form editing (forms are not auto-saved).
  3. Another user has modified the same record simultaneously (conflict).
  4. Insufficient permissions for the operation being attempted.
  5. Network connectivity was lost during the save operation.

Resolution Steps:

  1. Review all form fields for red validation error messages. Scroll through the entire form, as errors may be in collapsed sections.
  2. Check the browser developer console (F12 > Network tab) for the specific API error response.
  3. If the session has expired, copy your unsaved changes to a text file, log in again, and re-enter the changes.
  4. If you receive a "Permission denied" error, contact your administrator to verify your role has the required access level.
  5. If the issue persists, try saving the record in smaller increments (e.g., update personal details first, then update plan details separately).

Issue: Access Denied - "You do not have permission" Error

Symptoms: A page displays "You do not have permission to access this resource" or a 403 Forbidden error.

Possible Causes:

  1. Your user role does not include access to this module. See Chapter 4 for the role-permission matrix.
  2. Your account's role was recently changed and the session has not refreshed.
  3. You are attempting to access a record that is outside your assigned region or caseload.

Resolution Steps:

  1. Log out and log back in to refresh your session and role permissions.
  2. Verify your assigned role by navigating to your Profile page (top-right avatar > My Profile).
  3. Contact your administrator if you believe you should have access to the module in question.

21.2 Installation Issues

This section covers issues that may arise during local development setup or deployment of NDSS CRM. These issues are primarily relevant to the Newdawn Support Services engineering team and partner developers.

Issue: Node.js Version Conflicts

Symptoms: npm install fails with errors about unsupported engine or incompatible Node.js version.

Required Version: Node.js 18.17.0 or higher (LTS recommended). The project specifies this in package.json under the engines field.

Resolution:

  1. Check your current Node.js version: node --version
  2. If below 18.17.0, install the correct version using nvm: nvm install 18 nvm use 18 nvm alias default 18
  3. Delete node_modules and package-lock.json, then run npm install again.

Issue: Dependency Installation Errors

Symptoms: npm install fails with peer dependency conflicts, ERESOLVE errors, or compilation errors for native modules.

Resolution:

  1. Try installing with the legacy peer dependency resolution: npm install --legacy-peer-deps
  2. If specific native modules fail to compile (e.g., sharp, bcrypt), ensure you have the required build tools installed:
    • macOS: xcode-select --install
    • Windows: Install Visual Studio Build Tools with the "Desktop development with C++" workload.
    • Linux: sudo apt-get install build-essential python3
  3. Clear the npm cache: npm cache clean --force
  4. Delete node_modules, package-lock.json, and .next folder, then reinstall.

Issue: Python Service Dependency Errors

Symptoms: Python service fails to start due to missing modules or incompatible package versions.

Required Version: Python 3.10 or higher.

Resolution:

  1. Verify Python version: python3 --version
  2. Create a virtual environment: python3 -m venv venv && source venv/bin/activate
  3. Install dependencies: pip install -r requirements.txt
  4. If psycopg2 fails to install, try the binary package instead: pip install psycopg2-binary
  5. If reportlab or pandas fail, ensure you have the required system libraries:
    • macOS: brew install freetype libpng
    • Linux: sudo apt-get install libfreetype6-dev libpng-dev

Issue: PHP Integration Service Errors

Symptoms: PHP Laravel service fails to start, or composer install fails.

Required Version: PHP 8.1 or higher with extensions: pdo_pgsql, mbstring, openssl, curl, xml.

Resolution:

  1. Verify PHP version and extensions: php -v and php -m
  2. Install missing extensions (example for Ubuntu): sudo apt-get install php8.1-pgsql php8.1-mbstring php8.1-curl php8.1-xml
  3. Run composer install and then php artisan key:generate
  4. Copy .env.example to .env and configure database connection settings.
  5. Run php artisan migrate to set up the required database tables.

Issue: Database Connection Failures

Symptoms: Application starts but displays "Database connection failed" or API requests return 500 errors with database-related messages.

Resolution:

  1. Verify your .env.local file contains the correct Supabase / Oracle credentials: NEXT_PUBLIC_SUPABASE_URL=https://your-project.supabase.co NEXT_PUBLIC_SUPABASE_ANON_KEY=your-anon-key SUPABASE_SERVICE_ROLE_KEY=your-service-role-key DATABASE_URL=postgresql://postgres:password@db.your-project.supabase.co:5432/postgres
  2. Ensure the Supabase / Oracle project is running (check the Supabase / Oracle dashboard).
  3. Verify your IP address is not blocked by Supabase / Oracle network restrictions (Settings > Database > Network Restrictions).
  4. Test the database connection directly: psql "DATABASE_URL" -c "SELECT 1"
  5. If using a connection pooler (PgBouncer), ensure you are using port 6543 instead of 5432.

21.3 Authentication Troubleshooting

Issue: Session Expired - Redirected to Login Unexpectedly

Symptoms: While using the application, you are suddenly redirected to the login page without warning, or you see a "Session expired" message.

Possible Causes:

  1. The access token (60-minute lifespan) expired and the automatic refresh mechanism failed.
  2. You were inactive for more than 30 minutes, triggering the inactivity timeout.
  3. An administrator deactivated your account or changed your role while you were logged in.
  4. Another device or browser session triggered a security event that revoked all sessions.
  5. Browser privacy settings or extensions are blocking the cookie used to store the refresh token.

Resolution:

  1. Log in again with your credentials. Your unsaved work may be lost.
  2. Ensure your browser allows cookies from the NDSS CRM domain.
  3. If this happens frequently, check with your administrator whether your account is being affected by a security policy.
  4. Increase browser cookie permissions or add the NDSS CRM domain to your browser's cookie allowlist.

Issue: Password Reset Email Not Received

Symptoms: After clicking "Forgot Password" and entering your email, no reset email arrives.

Resolution:

  1. Check your spam/junk folder. Search for emails from noreply@newdawnsupport.com.au.
  2. Wait up to 5 minutes. Email delivery can be delayed.
  3. Verify you are using the correct email address (the one registered in NDSS CRM, not a personal email).
  4. Check with your IT department whether emails from newdawnsupport.com.au are being blocked by your organisation's email filter.
  5. Contact your NDSS CRM administrator to manually reset your password through Admin > User Management.

Issue: Role Permissions Not Working After Role Change

Symptoms: An administrator changed your role, but you still see the old menu items and permissions.

Resolution:

  1. Log out completely (click your avatar > Logout).
  2. Clear your browser cache for the NDSS CRM domain.
  3. Log back in. The new role and permissions should now be active.
  4. If the issue persists, have the administrator verify the role change was saved successfully in Admin > User Management.

21.4 Performance Issues

Issue: Slow Page Load Times

Symptoms: Pages take more than 3 seconds to load, especially list views (Clients, Staff, Shifts).

Resolution:

  1. Reduce page size: Use the pagination controls to reduce the number of records per page. The default is 25; consider reducing to 10 for slower connections.
  2. Apply filters: Use the filter controls to narrow the dataset before loading. For example, filter Clients by region or status instead of loading all records.
  3. Check network speed: Run a speed test. NDSS CRM requires a minimum of 5 Mbps download speed for optimal performance.
  4. Disable browser extensions: Extensions that inject scripts or modify network requests can significantly slow page loads.
  5. Update your browser: Ensure you are using the latest version of Chrome, Firefox, Edge, or Safari.

Issue: Dashboard Loading Slowly

Symptoms: The dashboard takes a long time to load, particularly the KPI widgets and charts.

Resolution:

  1. The dashboard aggregates data from multiple tables. During peak hours (9:00-10:00 AM AEST), there may be increased database load.
  2. If the dashboard consistently loads slowly, contact your administrator to review the dashboard widget configuration. Some widgets (e.g., financial summaries, compliance scores) run complex queries that can be scheduled to pre-compute during off-peak hours.
  3. Use the dashboard customisation feature to remove widgets you do not need, reducing the number of queries executed on page load.

Issue: Report Generation Timeout

Symptoms: Generating a report produces a timeout error or the report never completes.

Resolution:

  1. Reduce the date range for the report. Reports covering more than 12 months of data may take longer to generate.
  2. Apply additional filters (region, department, client group) to reduce the dataset.
  3. For very large reports, use the "Schedule Report" option to generate the report in the background. You will receive an email notification when the report is ready for download.
  4. If the issue persists, contact support. The Python report generation service may need resource scaling for your data volume.

Issue: Database Query Optimisation (Administrators)

Symptoms: Administrators notice slow query performance in the Supabase / Oracle dashboard.

Resolution:

  1. Review the Supabase / Oracle query performance dashboard for slow queries exceeding 500ms.
  2. Ensure database indexes are up to date. Run the index verification script: -- Check for missing indexes on frequently queried columns SELECT schemaname, tablename, indexname, indexdef FROM pg_indexes WHERE schemaname = 'public' ORDER BY tablename, indexname;
  3. Run ANALYZE on heavily updated tables to refresh query planner statistics: ANALYZE clients; ANALYZE shifts; ANALYZE invoices; ANALYZE incidents;
  4. Monitor connection pool utilisation. If the pool is consistently at capacity, contact Newdawn Support Services to upgrade the Supabase / Oracle plan.

Issue: Caching and Stale Data

Symptoms: Recently updated data is not visible, or old data continues to display after changes.

Resolution:

  1. Press Ctrl + Shift + R (Windows) or Cmd + Shift + R (Mac) to perform a hard refresh.
  2. NDSS CRM uses Supabase / Oracle Real-Time subscriptions for live data updates. If real-time is not working, check your browser's WebSocket connectivity by looking for wss:// connections in the Network tab of developer tools.
  3. If the issue is specific to the Client Portal, note that portal data refreshes every 60 seconds rather than in real-time.
  4. Clear the browser's local storage for the NDSS CRM domain: Developer Tools > Application > Local Storage > select domain > Clear All.

21.5 Browser Compatibility

NDSS CRM is tested and supported on the following browsers:

BrowserMinimum VersionSupport LevelKnown Issues
Google Chrome100+Full support (primary testing browser)None
Mozilla Firefox100+Full supportPDF export may prompt for print dialog instead of direct download
Microsoft Edge100+ (Chromium-based)Full supportNone
Apple Safari16+Full supportDate picker may render differently. Use YYYY-MM-DD format for manual date entry.
Safari (iOS)16+Supported (responsive layout)Landscape orientation required for rostering calendar view
Chrome (Android)100+Supported (responsive layout)None
Internet Explorer-Not supportedNDSS CRM does not function in Internet Explorer. Please use Edge.
Opera90+Community supported (not officially tested)Should function correctly as it uses the Chromium engine

21.5.1 Known Browser-Specific Workarounds

  • Safari - Third-Party Cookie Blocking: Safari's Intelligent Tracking Prevention may block the Supabase / Oracle authentication cookies. If login fails in Safari, go to Settings > Privacy > uncheck "Prevent cross-site tracking", or add the Supabase / Oracle domain to your allowed sites.
  • Firefox - Enhanced Tracking Protection: If NDSS CRM real-time features are not working in Firefox, click the shield icon in the address bar and disable Enhanced Tracking Protection for the site.
  • All Browsers - Pop-Up Blocker: The print and export features may open new tabs or windows. If reports fail to download, check that your browser's pop-up blocker is not preventing the download window.

21.6 Mobile Responsiveness

NDSS CRM is designed with a responsive layout that adapts to desktop, tablet, and mobile screen sizes. However, certain complex modules are optimised for desktop use. The following table summarises the mobile experience for each major module:

ModuleMobile ExperienceNotes
DashboardFully responsiveWidgets stack vertically. Charts resize automatically.
Client ListFully responsiveTable converts to card layout on small screens.
Client ProfileFully responsiveTabs stack vertically. All information accessible.
Staff ListFully responsiveSame card layout conversion as Clients.
Rostering CalendarPartialDay view works well. Week and month views require landscape orientation or tablet.
Shift Clock-In/OutFully responsiveDesigned primarily for mobile use. GPS capture supported.
Finance - InvoicesPartialInvoice list is responsive. Invoice detail view with line items is best viewed on tablet or desktop.
Incident ReportingFully responsiveDesigned for in-field reporting on mobile devices.
MessagingFully responsiveChat interface optimised for mobile.
ReportsPartialReport configuration forms are responsive. Chart visualisations may require landscape or larger screen.
Admin SettingsDesktop recommendedComplex configuration forms are best used on desktop.

21.6.1 Mobile-Specific Issues

  • Sidebar Navigation on Mobile: The sidebar is hidden by default on screens narrower than 768px. Tap the hamburger menu icon (top-left) to open the sidebar. Tap anywhere outside the sidebar to close it.
  • Form Inputs and Virtual Keyboard: On iOS devices, the virtual keyboard may push form content off-screen. Scroll down to find the Save button, or use the "Done" button on the keyboard to dismiss it first.
  • File Uploads on Mobile: File upload buttons support selecting files from the device's camera, photo library, or file system. Maximum file size is 10 MB regardless of device.
  • Offline Mode: NDSS CRM does not currently support offline mode. An active internet connection is required at all times. If connectivity is lost during a form submission, the data may not be saved.

21.7 Data Issues

Issue: Bulk Import Errors

Symptoms: A CSV or XLSX import fails partially or completely, with error messages referencing specific rows.

Resolution:

  1. Download the error report from the import status page (Admin > Data Import > History).
  2. Review each error. Common issues include:
    • Invalid date format: Dates must be in YYYY-MM-DD format. Excel may auto-format dates. Save as CSV and verify the date format in a text editor.
    • Duplicate NDIS number: A client with the same NDIS number already exists. Either update the existing record or correct the NDIS number in the import file.
    • Missing required fields: Ensure all required columns are present and populated. Required fields for clients: firstName, lastName, dateOfBirth, ndisNumber, primaryDisability.
    • Invalid enum values: Fields like status, region, and gender must use the exact allowed values. Check the CSV template (Admin > Data Import > Download Template) for the complete list of valid values.
  3. Fix the errors in the source file and re-import only the failed rows (use the "Skip duplicates" option).
  4. For very large files (over 1,000 rows), consider splitting into smaller batches of 500 rows.

Issue: Duplicate Client or Staff Records

Symptoms: The same person appears multiple times in the client or staff list, causing confusion in rostering and invoicing.

Resolution:

  1. Use the duplicate detection tool: Admin > Data Quality > Duplicate Detection. This tool scans for records with matching names, dates of birth, NDIS numbers, or email addresses.
  2. Review the list of potential duplicates. The tool shows a match confidence score for each pair.
  3. For confirmed duplicates, use the "Merge Records" function to combine two records into one. The merge process preserves all historical data (shifts, notes, invoices) from both records.
  4. Only master_admin and administrator roles can merge records. The merge action is logged in the audit trail with a reference to both original record IDs.

Issue: Data Migration from Legacy System

Symptoms: Data imported from a legacy system has formatting issues, missing relationships, or incorrect field mappings.

Resolution:

  1. Review the PHP integration connector documentation (Section 19.10) for supported legacy system connectors.
  2. Use the "Dry Run" option before executing a full migration. This validates all records without committing changes to the database.
  3. For custom legacy systems not covered by the built-in connectors, prepare data in the standard NDSS CRM CSV template format.
  4. After migration, run the Data Integrity Check: Admin > Data Quality > Integrity Check. This verifies that all foreign key relationships are valid (e.g., every shift references a valid client and staff member).
  5. Contact Newdawn Support Services for assistance with complex migrations involving more than 10,000 records or custom field mapping requirements.

21.8 Integration Issues

Issue: API Authentication Errors (401)

Symptoms: API calls return 401 Unauthorized responses.

Resolution:

  1. Verify the access token has not expired (tokens are valid for 60 minutes). Use the refresh endpoint to obtain a new token.
  2. Ensure the Authorization header format is correct: Authorization: Bearer <token> (note the space between "Bearer" and the token).
  3. Check that the token is being sent in the request header, not as a query parameter or in the request body.
  4. If using a service account for automated integrations, verify the service account is still active in Admin > API Keys.

Issue: Webhook Delivery Failures

Symptoms: Webhooks are configured but the receiving system is not getting events, or the webhook status shows "Failed".

Resolution:

  1. Check the webhook delivery log: Admin > Integrations > Webhooks > select webhook > Delivery History.
  2. Review the HTTP response code from the receiving endpoint. Common issues:
    • Connection refused: The receiving server is not running or the URL is incorrect.
    • SSL certificate error: The receiving endpoint has an invalid or expired SSL certificate. NDSS CRM requires valid HTTPS endpoints for webhook delivery.
    • Timeout (30 seconds): The receiving endpoint is taking too long to respond. Webhooks must return a 2xx response within 30 seconds.
    • 403 Forbidden: The receiving server is rejecting the request. Verify the webhook secret is configured correctly on both sides.
  3. Use the "Test Delivery" button to send a test event to the webhook URL and inspect the response.
  4. After 50 consecutive failures, the webhook is automatically disabled. Re-enable it from the webhook configuration page after fixing the receiving endpoint.

Issue: Rate Limit Exceeded (429)

Symptoms: API calls return 429 Too Many Requests responses.

Resolution:

  1. Review the X-RateLimit-Remaining and Retry-After response headers to understand your current usage and when the limit resets.
  2. Implement exponential backoff in your integration code. When a 429 is received, wait for the number of seconds specified in the Retry-After header before retrying.
  3. Optimise your integration to reduce the number of API calls. Use batch endpoints where available (e.g., POST /api/invoices/generate instead of creating invoices one by one).
  4. If your integration legitimately requires higher limits, contact Newdawn Support Services to request a rate limit increase.

21.9 Frequently Asked Questions

General Questions

Q1: What is NDSS CRM?

NDSS CRM is a comprehensive web-based management platform developed by Newdawn Support Services for NDIS disability care providers. It manages client records, staff, rostering, finance, compliance, clinical services, and more in a single integrated system. See Chapter 1 for the full introduction.

Q2: What technology is NDSS CRM built with?

The platform is built with Next.js, React, TypeScript, PostgreSQL, Supabase / Oracle, Python, PHP, and TailwindCSS. The Next.js/React frontend handles the user interface, Python services handle report generation and analytics, PHP services handle legacy system integration and bulk data operations, and PostgreSQL (via Supabase / Oracle) serves as the database. See Chapter 3 for full architecture details.

Q3: Which browsers are supported?

NDSS CRM supports the latest versions of Google Chrome, Mozilla Firefox, Microsoft Edge, and Apple Safari. Internet Explorer is not supported. See Section 21.5 for the complete compatibility matrix.

Q4: Can NDSS CRM be used on mobile devices?

Yes. The platform uses a responsive design that adapts to mobile and tablet screens. Core functions like shift clock-in/out and incident reporting are optimised for mobile. Some complex modules (rostering calendar, admin settings) are best used on desktop or tablet. See Section 21.6 for details.

Q5: Is there an offline mode?

No. NDSS CRM requires an active internet connection. All data is stored in the cloud (Supabase / Oracle) and changes are synced in real-time. If connectivity is lost, in-progress form data may not be saved.

Account and Access Questions

Q6: How do I get an account?

NDSS CRM does not support self-registration. Your organisation's administrator will create your account and assign your role. You will receive an email with a verification link and instructions to set your password.

Q7: How many roles are there?

NDSS CRM supports 24 distinct user roles, ranging from Master Administrator (full access) to Client Portal users (limited self-service access). See Section 1.3 for the complete role listing and Chapter 4 for the permission matrix.

Q8: Can a user have multiple roles?

No. Each user account is assigned exactly one role. If a staff member needs permissions from multiple roles, an administrator can create a custom permission set or assign the higher-privilege role. Contact your administrator to discuss the best approach.

Q9: How do I reset my password?

Click the "Forgot Password" link on the login page and enter your registered email address. You will receive a password reset link valid for 60 minutes. If you do not receive the email, see Section 21.3 for troubleshooting steps.

Q10: Why was my account locked?

Accounts are automatically locked after 10 consecutive failed login attempts as a security measure. Wait 30 minutes for automatic unlock, or contact your administrator to manually unlock the account. You can also use the "Forgot Password" feature to reset your password and unlock the account simultaneously.

Client Management Questions

Q11: How do I add a new NDIS participant?

Navigate to Clients > Add New Client. Complete the required fields (name, date of birth, NDIS number, primary disability). You can also add clients through the Intake module for a guided workflow that includes referral tracking and document collection. See Chapter 6 and Chapter 11.

Q12: Can I import clients from a spreadsheet?

Yes. Go to Admin > Data Import > Import Clients. Download the CSV template, populate it with your client data, and upload it. The import process validates all records before committing. See Section 19.10 for import specifications.

Q13: How do I update an NDIS plan when a client gets a new plan?

Open the client profile, go to the "NDIS Plan" tab, and click "New Plan Period". Enter the new plan dates, funding categories, and budget amounts. The previous plan is archived and remains accessible for historical reporting. The budget tracker automatically resets to reflect the new plan allocation.

Q14: What happens when a client is discharged?

Navigate to the client profile and click "Discharge Client". You will be prompted to enter a discharge reason, effective date, and any exit notes. The client record is soft-deleted (set to "discharged" status) and retained for 7 years per NDIS data retention requirements. Discharged clients no longer appear in active lists but can be found via the "All Clients" filter.

Rostering and Shifts Questions

Q15: How do I create a recurring shift?

When creating a new shift, toggle the "Recurring" option. Select the recurrence pattern (daily, weekly, fortnightly, monthly), the days of the week, and the end date. The system will generate all shift instances and check for conflicts with each one. See Chapter 8.

Q16: What happens if a shift has a scheduling conflict?

The system will display a warning identifying the conflicting shift(s) including the staff member, time, and client. You can choose to override the conflict (with a reason) or adjust the shift time/assignment to resolve it. Overridden conflicts are flagged in the roster view with an orange indicator.

Q17: How does clock-in/clock-out work?

Support workers access the Clock-In/Out feature from the mobile dashboard or the shift detail page. Tapping "Clock In" records the current time and (optionally) GPS coordinates. "Clock Out" requires a progress note to be submitted. The actual hours are compared against the scheduled hours for timesheet accuracy. See Chapter 8.

Q18: Can shifts be swapped between staff members?

Yes. The Rostering module includes a "Swap Shift" feature. The requesting staff member selects a colleague and the target shift. The swap request is sent to the roster officer for approval. Both staff members are notified of the outcome. The audit trail records the original and new assignment.

Finance Questions

Q19: How are NDIS invoices generated?

Invoices can be generated automatically from approved shifts (Finance > Generate Invoices > select date range and client) or created manually. The system automatically maps shifts to the correct NDIS line items and applies the current price guide rates. See Chapter 9.

Q20: What NDIS price guide version does the system use?

NDSS CRM uses the latest NDIS Support Catalogue price guide. When the NDIA releases an updated price guide, the Python data processing service imports and validates the new rates. The administrator activates the new rates for a specified effective date. Historical invoices retain the rate that was in effect at the time of service delivery.

Q21: Can I track NDIS plan budget usage in real-time?

Yes. Each client's profile includes a Budget Tracker widget that shows total allocation, amount used, amount committed (approved shifts not yet invoiced), and remaining balance. The tracker updates whenever an invoice is created or a shift is approved. The Python analytics service recalculates all budgets nightly to ensure accuracy.

Compliance Questions

Q22: How do I report an incident?

Navigate to Compliance > Report Incident, or use the quick action button on the mobile dashboard. Complete the incident form including category, severity, description, immediate actions taken, and involved parties. Incidents classified as "critical" or involving abuse/neglect automatically alert the Compliance Officer. See Chapter 10.

Q23: Which incidents must be reported to the NDIS Commission?

Under the NDIS (Incident Management and Reportable Incidents) Rules 2018, the following must be reported: death of a participant, serious injury, abuse or neglect, unlawful sexual or physical contact, and use of unauthorised restrictive practices. NDSS CRM flags these categories automatically and generates the required notification documentation.

Q24: How does the system track staff compliance (certifications, worker screening)?

Each staff profile includes a Compliance tab that tracks all certifications, qualifications, and NDIS Worker Screening Check status with expiry dates. The Python data processing service runs a daily check and generates alerts at 90, 60, 30, 14, and 7 days before expiry. Expired certifications are flagged in red and the staff member is automatically excluded from new shift allocations until the certification is renewed.

Technical Questions

Q25: Is there an API for external integrations?

Yes. NDSS CRM provides a comprehensive RESTful API documented in Chapter 19. The API supports all CRUD operations for clients, staff, shifts, invoices, and incidents. API access requires authentication and is subject to rate limiting.

Q26: Does NDSS CRM integrate with accounting software?

Yes. The PHP integration layer provides connectors for MYOB and Xero. Invoice data can be pushed to these systems, and payment receipts can be pulled back. See Section 19.10 for connector details.

Q27: Where is the data stored?

All data is stored in a PostgreSQL database hosted on Supabase / Oracle in the ap-southeast-2 (Sydney, Australia) region. Data never leaves Australian borders. See Chapter 20 for full security and data protection details.

Q28: How often is the data backed up?

Daily automated backups are taken at 02:00 AEST with 30-day retention. Point-in-Time Recovery (PITR) enables restoration to any point within the last 7 days. Weekly and monthly archival backups are stored separately. See Section 20.9.

Q29: What is the uptime guarantee?

NDSS CRM targets 99.9% monthly uptime, which allows for a maximum of approximately 43 minutes of downtime per month. Scheduled maintenance is performed during off-peak hours (typically Sunday 02:00-04:00 AEST) with advance notification to administrators.

Q30: Can NDSS CRM be self-hosted?

NDSS CRM is designed as a cloud-hosted SaaS platform. Self-hosting is not officially supported, although the codebase uses standard open-source technologies (Next.js, PostgreSQL, Python, PHP) that can theoretically be deployed to any compatible infrastructure. Self-hosted deployments are not covered by Newdawn Support Services support agreements.

Q31: How do I request a new feature?

Feature requests can be submitted via the in-app feedback form (Help > Submit Feedback) or by emailing support@newdawnsupport.com.au with the subject line "Feature Request". All requests are reviewed by the product team during quarterly planning cycles.

Q32: Is there a staging environment for testing?

Yes. A staging environment is available at staging.newdawnsupport.com.au with anonymised test data. Staging is refreshed weekly from production (with all PII removed). Contact your administrator for staging access credentials.

21.10 Error Code Reference

The following table provides a comprehensive reference of all error codes that may be encountered in the NDSS CRM user interface or API responses, along with their meanings and recommended actions.

Error CodeHTTP StatusMessageUser Action
AUTH_INVALID_CREDENTIALS401Invalid email or passwordVerify credentials, use Forgot Password if needed
AUTH_TOKEN_EXPIRED401Your session has expiredLog in again
AUTH_TOKEN_INVALID401Authentication token is invalidClear cookies and log in again
AUTH_ACCOUNT_LOCKED403Account temporarily lockedWait 30 minutes or contact administrator
AUTH_ACCOUNT_DISABLED403Account has been deactivatedContact your administrator
AUTH_INSUFFICIENT_PERMISSIONS403You do not have permissionContact administrator for role review
AUTH_EMAIL_NOT_VERIFIED403Email address not verifiedCheck email for verification link
AUTH_PASSWORD_EXPIRED403Password has expiredReset password via Forgot Password
RESOURCE_NOT_FOUND404Record not foundVerify the record exists and has not been archived
VALIDATION_ERROR422Form validation failedReview highlighted fields and correct errors
CONFLICT_DUPLICATE409Duplicate record existsSearch for the existing record instead of creating a new one
CONFLICT_SCHEDULE409Scheduling conflict detectedAdjust shift time or assign a different staff member
BUDGET_EXCEEDED422NDIS budget limit exceededReview client's remaining budget before creating shifts/invoices
INVALID_STATUS_TRANSITION422Invalid status changeCheck the allowed status flow for this record type
FILE_TOO_LARGE413Uploaded file exceeds 10 MB limitReduce file size or compress the document
FILE_TYPE_NOT_ALLOWED415File type not permittedUpload files in PDF, DOCX, XLSX, PNG, JPG, or CSV format only
RATE_LIMIT_EXCEEDED429Too many requestsWait for the specified retry-after period and try again
INTERNAL_ERROR500An unexpected error occurredTry again. If persistent, contact support with the error timestamp.
SERVICE_UNAVAILABLE502A backend service is temporarily unavailableWait a few minutes and retry. Report to admin if persistent.
MAINTENANCE_MODE503System under maintenanceWait for maintenance to complete. Check status page for updates.
IMPORT_PARTIAL_FAILURE207Some import rows failedDownload error report, fix failed rows, re-import
EXPORT_TIMEOUT504Export took too longReduce date range or apply filters to limit dataset
WEBHOOK_DELIVERY_FAILED-Webhook endpoint unreachableCheck receiving endpoint is running and accessible

21.11 Support & Contact

21.11.1 Support Channels

ChannelDetailsAvailabilityResponse Time
In-App HelpClick the "?" icon in the bottom-right corner of any page24/7Knowledge base articles displayed immediately
Email Supportsupport@newdawnsupport.com.auMon-Fri 8:00-18:00 AESTWithin 4 business hours
Phone Support1800 NDSS CRM (1800 637 727)Mon-Fri 9:00-17:00 AESTImmediate (average hold time: 2 minutes)
Emergency Hotline1800 NDSS SEC (1800 637 773)24/7Immediate (security incidents only)
Status Pagestatus.newdawnsupport.com.au24/7Real-time platform status updates

21.11.2 Escalation Matrix

LevelSeverityEscalation TriggerResponsible TeamTarget Resolution
Level 1Low / GeneralInitial contact, common issuesSupport Team4 business hours
Level 2MediumIssue unresolved after 4 hours, or requires technical investigationEngineering Team1 business day
Level 3HighIssue unresolved after 1 day, data integrity concern, or affects multiple usersSenior Engineering4 hours
Level 4CriticalPlatform outage, data breach, or compliance violationEngineering Lead + Management1 hour

21.11.3 SLA Targets

MetricTarget
Platform Uptime99.9% monthly
API Response Time (p95)Under 500ms
Page Load Time (p95)Under 3 seconds
Email Support ResponseWithin 4 business hours
Critical Issue ResolutionWithin 1 hour
Scheduled Maintenance Notification48 hours advance notice
Data Recovery (if needed)Within 4 hours (RTO target)

21.11.4 Submitting a Support Ticket

When contacting support, please include the following information to expedite resolution:

  1. Your name and email address (as registered in NDSS CRM)
  2. Your role (e.g., Service Coordinator, Finance Officer)
  3. Description of the issue - what you were trying to do, what happened, and what you expected to happen
  4. Steps to reproduce - a numbered list of actions that trigger the issue
  5. Error message - the exact text of any error message displayed, including the error code if shown
  6. Browser and device - browser name/version, operating system, device type (desktop/tablet/mobile)
  7. Timestamp - when the issue occurred (include timezone)
  8. Screenshots - attach any relevant screenshots showing the error or unexpected behaviour
Before Contacting Support

Please review this troubleshooting chapter and the in-app help articles first. Many common issues can be resolved quickly using the step-by-step instructions in Section 21.1 through Section 21.8.