AESA Register User Guide - ADHC · AESA Register User Guide AESA, Other resources, V1.0, January...

32
AESA Register User Guide AESA, Other resources, V1.0, January 2016 1 1 Introduction ................................................................................................................................................................................2 2 Accessing the AESA template ...................................................................................................................................................3 3 About the Buttons ......................................................................................................................................................................5 4 About the Tabs...........................................................................................................................................................................6 4.1 Info (Information) Tab ..........................................................................................................................................................6 4.2 Applications Tab ..................................................................................................................................................................7 4.3 Vendor Tab .........................................................................................................................................................................8 4.4 Unit Tab...............................................................................................................................................................................9 4.5 Client Tab ..........................................................................................................................................................................10 5 How to Register an Application ................................................................................................................................................11 5.1 How to Select or Enter a Client .........................................................................................................................................12 5.2 Equipment Info How to Check if an Item is Available in District Stock and Allocate to a Client: .....................................14 5.3 Equipment Info How to Enter an Application for Purchase .............................................................................................17 5.4 Financial Info How to Enter the Cost of the Item & Vendor Information .........................................................................18 5.5 Application Info - How to Enter and Update the Application Status ...................................................................................20 6 How to Enter a Full Year Forecast ...........................................................................................................................................22 7 How to Review a Report ..........................................................................................................................................................23 8 Saving your Work.....................................................................................................................................................................24 9 Appendix 1 Category and Sub-Category Codes ...................................................................................................................25 10 Appendix 2 Data Remediation Requirements .......................................................................................................................31

Transcript of AESA Register User Guide - ADHC · AESA Register User Guide AESA, Other resources, V1.0, January...

AESA Register User Guide

AESA Other resources V10 January 2016 1

1 Introduction 2

2 Accessing the AESA template 3

3 About the Buttons 5

4 About the Tabs 6

41 Info (Information) Tab 6

42 Applications Tab 7

43 Vendor Tab 8

44 Unit Tab 9

45 Client Tab 10

5 How to Register an Application 11

51 How to Select or Enter a Client 12

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client 14

53 Equipment Info ndash How to Enter an Application for Purchase 17

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information 18

55 Application Info - How to Enter and Update the Application Status 20

6 How to Enter a Full Year Forecast 22

7 How to Review a Report 23

8 Saving your Work 24

9 Appendix 1 ndash Category and Sub-Category Codes 25

10 Appendix 2 ndash Data Remediation Requirements 31

AESA Register User Guide

AESA Other resources V10 January 2016 2

1 Introduction

Welcome to the new user friendly AESA register

This template has been developed as a one stop shop for all AESA activities ndash registering monitoring reporting and payment

tracking

The register for each districtservice unit is hosted on the Accommodation and Respite (AampR) SharePoint site in the AESA

folder

A SharePoint site is a website that provides a central storage and collaboration space for documents information and ideas

A SharePoint site is a dynamic interactive tool that helps groups of people (eg Districts Service Units and Central Office)

share information and work together

Relevant staff will be provided access to SharePoint by the AampR AESA team Existing contacts will receive a SharePoint

invitation automatically For new employees requiring access to the AESA register please email AESAfacsnswgovau

A consolidated state-wide report and a state-wide stock search function will also be available for consultation in the near

future

AESA reporting will be ongoing and every application received should be added to the districtservice unit register when it is

received

The register should then be updated when applications are reviewed and decisions are made and also when equipment is

procured either from the vendor or from the stocked items

All applications must be registered whether they are approved declined or deferred (deferred means application approved

but purchase delayed to the next financial year due to lack of budget)

It is intended to capture ALL demand for AESA equipment not just approved applications and will include applications

sourced from stock

AESA Register User Guide

AESA Other resources V10 January 2016 3

2 Accessing the AESA template

Once SharePoint access has been granted you will receive a welcome email from SharePoint with a header that will look like

this

From sharepointhumanservicesnswgovau [mailtosharepointhumanservicesnswgovau]

Subject Welcome to the SharePoint group AampR Service Development

The email will contain hyperlinks to the parts of the site to which you have been granted access

Click on the hyperlink(s) in the email to access the site

AESA Register User Guide

AESA Other resources V10 January 2016 4

1 Once you have accessed the site please save the link into your Internet Explorer Favourites by clicking on the

Favourites menu (1) and choosing Add to Favourites This will allow you to access the site direct from Internet Explorer

next time

2 You will find the link to the AESA section of the website on the left hand side of the Home page screen Click on this link

3 You will then see a list of the district AESA templates double click on the file that you need

You will be able to edit the register for your own district and consult the registers from the other districts plus the state-

wide report

1 3

2

AESA Register User Guide

AESA Other resources V10 January 2016 5

3 About the Buttons

The District Service Unit template has a set of buttons on the front page

The following functions are enabled when the respective buttons are clicked

Each button is explained further in the relevant section of this document

AESA Register Create a new record for an AESA application

Stock Add edit delete or search a new Stock item

Client Add details of a new client as recorded in Client Information System (CIS) if it does not already exist in the pre-populated list of values or edit an existing entry

Unit Add details of a new Unit as recorded in Client Information System (CIS) if it does not already exist in the pre-populated list of values or edit an existing entry

Vendor Add details of the Vendor if it does not already exist in the pre-populated list of values or edit an existing entry

Review Create a summary of the year to date demand and supply for ADHC Aids and Equipment

AESA Register User Guide

AESA Other resources V10 January 2016 6

4 About the Tabs

There are Tabs located at the bottom of the template which provide access to additional information

41 Info (Information) Tab

1 The Info tab provides basic

Information about this template

and an overview of the menu

options

2 For detailed information about the

reporting template the user guide

can be accessed by clicking on

the hyperlink that is present at the

bottom of this tab (see below)

3 Additional tabs in the file are

visible at the base of the screen

Link to the User

Guide

The District or Service Unit owning

the register is shown here

1

2 3

AESA Register User Guide

AESA Other resources V10 January 2016 7

42 Applications Tab

This Tab displays a summary of AESA application information based on the criteria selected in the drop down menu

Each time you click on this tab the list will be refreshed so that you always see an up to date list of your district applications

1 The applications can be filtered on selected criteria by clicking on the drop down menu at the top of the sheet and

selecting the required criteria eg All applications or Approved applications only etc The Status filter allows selection of

both financial year and application status at the same time

2 Clicking on the highlighted cell opens the application and allows the user to edit the application and add or amend

details

3 Applications can be sorted by clicking on required heading eg click on Status to sort by Status

Click here to filter the applications

Click on a green cell to open an existing application

eg if you want to update some details (such as

add missing vendor information)

1

2

Click on a grey heading to sort by the

column content

eg column F to sort by Fund type

3

AESA Register User Guide

AESA Other resources V10 January 2016 8

43 Vendor Tab

The vendor details from the last district AESA template received by Central office in 2013 have been pre-populated in the

template Vendor tab

A generic Vendor name ldquoTO BE ADVISEDrdquo has been used wherever vendor details were not provided by the DistrictService

Unit

Districts must update each of the pre-populated applications to insert the correct vendor

1 New vendors can be added through the Applications tab as and when required or by clicking on the Vendor button

found on the Info sheet

2 To edit any existing vendor information in this tab please click each cell highlighted orange (column A) and update it

with the relevant Vendor name and ABN number

3 When the highlighted cell is clicked it opens a window to populate Vendor details including the ABN number address

and contact details

1

3

2

AESA Register User Guide

AESA Other resources V10 January 2016 9

44 Unit Tab

1 For each districtservice unit existing cost centres and unit names have been pre-populated in the template

2 Unit information can be edited directly on the Unit tab by clicking one of the cost centre number cells in column A such

as when a unit changes address or closes

3 The Group field should be used the record the name of the Residence for LRCrsquos and can be used for clusters for group

homes To create a new group click on the grey arrow to the right hand side of the Group field

Care should be taken to ensure that unit information always matches CIS records

This information will be audited by Central Office to check coherence with CIS data

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 10

45 Client Tab

1 For existing clients the client first name last name CIS ID date of birth gender and cost centre have been pre-

populated in the template

2 Client information can be edited directly on the Client tab by clicking one of the highlighted cells in column A

Care should be taken to ensure that client information always matches the CIS records

This information will be audited by Central Office to check coherence with CIS data

2 1

AESA Register User Guide

AESA Other resources V10 January 2016 11

5 How to Register an Application

It is important to register every application even if it is declined deferred or obtained from stock in order to obtain a true picture

of the demand and supply pattern for ADHC-funded aids and equipment

This information will be used to determine a more equitable budget allocation process going forward

1 When the lsquoRegister Herersquo button is clicked an application screen appears as shown below

2 Most of the data fields can be populated by selecting

from available options in the drop down menus eg

when a client name is selected the unit information

populates automatically Full details of how each field

works are available on the following pages

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 12

51 How to Select or Enter a Client

1 Choose the client name by clicking the arrow on the drop down menu The unit name and cost code of the unit where the

client resides will auto-populate

2 If the ClientUnit details are incorrect click on the grey arrow to the right of the unit name to edit and update the details

3 A pop-up window will appear and a different unit can be selected if the client has moved or

4 To create a new unit if a new cost centre has been added click on the grey arrow to the right of the cost centre number

5 Other client details can be added or corrected as required

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

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AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 2

1 Introduction

Welcome to the new user friendly AESA register

This template has been developed as a one stop shop for all AESA activities ndash registering monitoring reporting and payment

tracking

The register for each districtservice unit is hosted on the Accommodation and Respite (AampR) SharePoint site in the AESA

folder

A SharePoint site is a website that provides a central storage and collaboration space for documents information and ideas

A SharePoint site is a dynamic interactive tool that helps groups of people (eg Districts Service Units and Central Office)

share information and work together

Relevant staff will be provided access to SharePoint by the AampR AESA team Existing contacts will receive a SharePoint

invitation automatically For new employees requiring access to the AESA register please email AESAfacsnswgovau

A consolidated state-wide report and a state-wide stock search function will also be available for consultation in the near

future

AESA reporting will be ongoing and every application received should be added to the districtservice unit register when it is

received

The register should then be updated when applications are reviewed and decisions are made and also when equipment is

procured either from the vendor or from the stocked items

All applications must be registered whether they are approved declined or deferred (deferred means application approved

but purchase delayed to the next financial year due to lack of budget)

It is intended to capture ALL demand for AESA equipment not just approved applications and will include applications

sourced from stock

AESA Register User Guide

AESA Other resources V10 January 2016 3

2 Accessing the AESA template

Once SharePoint access has been granted you will receive a welcome email from SharePoint with a header that will look like

this

From sharepointhumanservicesnswgovau [mailtosharepointhumanservicesnswgovau]

Subject Welcome to the SharePoint group AampR Service Development

The email will contain hyperlinks to the parts of the site to which you have been granted access

Click on the hyperlink(s) in the email to access the site

AESA Register User Guide

AESA Other resources V10 January 2016 4

1 Once you have accessed the site please save the link into your Internet Explorer Favourites by clicking on the

Favourites menu (1) and choosing Add to Favourites This will allow you to access the site direct from Internet Explorer

next time

2 You will find the link to the AESA section of the website on the left hand side of the Home page screen Click on this link

3 You will then see a list of the district AESA templates double click on the file that you need

You will be able to edit the register for your own district and consult the registers from the other districts plus the state-

wide report

1 3

2

AESA Register User Guide

AESA Other resources V10 January 2016 5

3 About the Buttons

The District Service Unit template has a set of buttons on the front page

The following functions are enabled when the respective buttons are clicked

Each button is explained further in the relevant section of this document

AESA Register Create a new record for an AESA application

Stock Add edit delete or search a new Stock item

Client Add details of a new client as recorded in Client Information System (CIS) if it does not already exist in the pre-populated list of values or edit an existing entry

Unit Add details of a new Unit as recorded in Client Information System (CIS) if it does not already exist in the pre-populated list of values or edit an existing entry

Vendor Add details of the Vendor if it does not already exist in the pre-populated list of values or edit an existing entry

Review Create a summary of the year to date demand and supply for ADHC Aids and Equipment

AESA Register User Guide

AESA Other resources V10 January 2016 6

4 About the Tabs

There are Tabs located at the bottom of the template which provide access to additional information

41 Info (Information) Tab

1 The Info tab provides basic

Information about this template

and an overview of the menu

options

2 For detailed information about the

reporting template the user guide

can be accessed by clicking on

the hyperlink that is present at the

bottom of this tab (see below)

3 Additional tabs in the file are

visible at the base of the screen

Link to the User

Guide

The District or Service Unit owning

the register is shown here

1

2 3

AESA Register User Guide

AESA Other resources V10 January 2016 7

42 Applications Tab

This Tab displays a summary of AESA application information based on the criteria selected in the drop down menu

Each time you click on this tab the list will be refreshed so that you always see an up to date list of your district applications

1 The applications can be filtered on selected criteria by clicking on the drop down menu at the top of the sheet and

selecting the required criteria eg All applications or Approved applications only etc The Status filter allows selection of

both financial year and application status at the same time

2 Clicking on the highlighted cell opens the application and allows the user to edit the application and add or amend

details

3 Applications can be sorted by clicking on required heading eg click on Status to sort by Status

Click here to filter the applications

Click on a green cell to open an existing application

eg if you want to update some details (such as

add missing vendor information)

1

2

Click on a grey heading to sort by the

column content

eg column F to sort by Fund type

3

AESA Register User Guide

AESA Other resources V10 January 2016 8

43 Vendor Tab

The vendor details from the last district AESA template received by Central office in 2013 have been pre-populated in the

template Vendor tab

A generic Vendor name ldquoTO BE ADVISEDrdquo has been used wherever vendor details were not provided by the DistrictService

Unit

Districts must update each of the pre-populated applications to insert the correct vendor

1 New vendors can be added through the Applications tab as and when required or by clicking on the Vendor button

found on the Info sheet

2 To edit any existing vendor information in this tab please click each cell highlighted orange (column A) and update it

with the relevant Vendor name and ABN number

3 When the highlighted cell is clicked it opens a window to populate Vendor details including the ABN number address

and contact details

1

3

2

AESA Register User Guide

AESA Other resources V10 January 2016 9

44 Unit Tab

1 For each districtservice unit existing cost centres and unit names have been pre-populated in the template

2 Unit information can be edited directly on the Unit tab by clicking one of the cost centre number cells in column A such

as when a unit changes address or closes

3 The Group field should be used the record the name of the Residence for LRCrsquos and can be used for clusters for group

homes To create a new group click on the grey arrow to the right hand side of the Group field

Care should be taken to ensure that unit information always matches CIS records

This information will be audited by Central Office to check coherence with CIS data

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 10

45 Client Tab

1 For existing clients the client first name last name CIS ID date of birth gender and cost centre have been pre-

populated in the template

2 Client information can be edited directly on the Client tab by clicking one of the highlighted cells in column A

Care should be taken to ensure that client information always matches the CIS records

This information will be audited by Central Office to check coherence with CIS data

2 1

AESA Register User Guide

AESA Other resources V10 January 2016 11

5 How to Register an Application

It is important to register every application even if it is declined deferred or obtained from stock in order to obtain a true picture

of the demand and supply pattern for ADHC-funded aids and equipment

This information will be used to determine a more equitable budget allocation process going forward

1 When the lsquoRegister Herersquo button is clicked an application screen appears as shown below

2 Most of the data fields can be populated by selecting

from available options in the drop down menus eg

when a client name is selected the unit information

populates automatically Full details of how each field

works are available on the following pages

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 12

51 How to Select or Enter a Client

1 Choose the client name by clicking the arrow on the drop down menu The unit name and cost code of the unit where the

client resides will auto-populate

2 If the ClientUnit details are incorrect click on the grey arrow to the right of the unit name to edit and update the details

3 A pop-up window will appear and a different unit can be selected if the client has moved or

4 To create a new unit if a new cost centre has been added click on the grey arrow to the right of the cost centre number

5 Other client details can be added or corrected as required

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 3

2 Accessing the AESA template

Once SharePoint access has been granted you will receive a welcome email from SharePoint with a header that will look like

this

From sharepointhumanservicesnswgovau [mailtosharepointhumanservicesnswgovau]

Subject Welcome to the SharePoint group AampR Service Development

The email will contain hyperlinks to the parts of the site to which you have been granted access

Click on the hyperlink(s) in the email to access the site

AESA Register User Guide

AESA Other resources V10 January 2016 4

1 Once you have accessed the site please save the link into your Internet Explorer Favourites by clicking on the

Favourites menu (1) and choosing Add to Favourites This will allow you to access the site direct from Internet Explorer

next time

2 You will find the link to the AESA section of the website on the left hand side of the Home page screen Click on this link

3 You will then see a list of the district AESA templates double click on the file that you need

You will be able to edit the register for your own district and consult the registers from the other districts plus the state-

wide report

1 3

2

AESA Register User Guide

AESA Other resources V10 January 2016 5

3 About the Buttons

The District Service Unit template has a set of buttons on the front page

The following functions are enabled when the respective buttons are clicked

Each button is explained further in the relevant section of this document

AESA Register Create a new record for an AESA application

Stock Add edit delete or search a new Stock item

Client Add details of a new client as recorded in Client Information System (CIS) if it does not already exist in the pre-populated list of values or edit an existing entry

Unit Add details of a new Unit as recorded in Client Information System (CIS) if it does not already exist in the pre-populated list of values or edit an existing entry

Vendor Add details of the Vendor if it does not already exist in the pre-populated list of values or edit an existing entry

Review Create a summary of the year to date demand and supply for ADHC Aids and Equipment

AESA Register User Guide

AESA Other resources V10 January 2016 6

4 About the Tabs

There are Tabs located at the bottom of the template which provide access to additional information

41 Info (Information) Tab

1 The Info tab provides basic

Information about this template

and an overview of the menu

options

2 For detailed information about the

reporting template the user guide

can be accessed by clicking on

the hyperlink that is present at the

bottom of this tab (see below)

3 Additional tabs in the file are

visible at the base of the screen

Link to the User

Guide

The District or Service Unit owning

the register is shown here

1

2 3

AESA Register User Guide

AESA Other resources V10 January 2016 7

42 Applications Tab

This Tab displays a summary of AESA application information based on the criteria selected in the drop down menu

Each time you click on this tab the list will be refreshed so that you always see an up to date list of your district applications

1 The applications can be filtered on selected criteria by clicking on the drop down menu at the top of the sheet and

selecting the required criteria eg All applications or Approved applications only etc The Status filter allows selection of

both financial year and application status at the same time

2 Clicking on the highlighted cell opens the application and allows the user to edit the application and add or amend

details

3 Applications can be sorted by clicking on required heading eg click on Status to sort by Status

Click here to filter the applications

Click on a green cell to open an existing application

eg if you want to update some details (such as

add missing vendor information)

1

2

Click on a grey heading to sort by the

column content

eg column F to sort by Fund type

3

AESA Register User Guide

AESA Other resources V10 January 2016 8

43 Vendor Tab

The vendor details from the last district AESA template received by Central office in 2013 have been pre-populated in the

template Vendor tab

A generic Vendor name ldquoTO BE ADVISEDrdquo has been used wherever vendor details were not provided by the DistrictService

Unit

Districts must update each of the pre-populated applications to insert the correct vendor

1 New vendors can be added through the Applications tab as and when required or by clicking on the Vendor button

found on the Info sheet

2 To edit any existing vendor information in this tab please click each cell highlighted orange (column A) and update it

with the relevant Vendor name and ABN number

3 When the highlighted cell is clicked it opens a window to populate Vendor details including the ABN number address

and contact details

1

3

2

AESA Register User Guide

AESA Other resources V10 January 2016 9

44 Unit Tab

1 For each districtservice unit existing cost centres and unit names have been pre-populated in the template

2 Unit information can be edited directly on the Unit tab by clicking one of the cost centre number cells in column A such

as when a unit changes address or closes

3 The Group field should be used the record the name of the Residence for LRCrsquos and can be used for clusters for group

homes To create a new group click on the grey arrow to the right hand side of the Group field

Care should be taken to ensure that unit information always matches CIS records

This information will be audited by Central Office to check coherence with CIS data

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 10

45 Client Tab

1 For existing clients the client first name last name CIS ID date of birth gender and cost centre have been pre-

populated in the template

2 Client information can be edited directly on the Client tab by clicking one of the highlighted cells in column A

Care should be taken to ensure that client information always matches the CIS records

This information will be audited by Central Office to check coherence with CIS data

2 1

AESA Register User Guide

AESA Other resources V10 January 2016 11

5 How to Register an Application

It is important to register every application even if it is declined deferred or obtained from stock in order to obtain a true picture

of the demand and supply pattern for ADHC-funded aids and equipment

This information will be used to determine a more equitable budget allocation process going forward

1 When the lsquoRegister Herersquo button is clicked an application screen appears as shown below

2 Most of the data fields can be populated by selecting

from available options in the drop down menus eg

when a client name is selected the unit information

populates automatically Full details of how each field

works are available on the following pages

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 12

51 How to Select or Enter a Client

1 Choose the client name by clicking the arrow on the drop down menu The unit name and cost code of the unit where the

client resides will auto-populate

2 If the ClientUnit details are incorrect click on the grey arrow to the right of the unit name to edit and update the details

3 A pop-up window will appear and a different unit can be selected if the client has moved or

4 To create a new unit if a new cost centre has been added click on the grey arrow to the right of the cost centre number

5 Other client details can be added or corrected as required

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 4

1 Once you have accessed the site please save the link into your Internet Explorer Favourites by clicking on the

Favourites menu (1) and choosing Add to Favourites This will allow you to access the site direct from Internet Explorer

next time

2 You will find the link to the AESA section of the website on the left hand side of the Home page screen Click on this link

3 You will then see a list of the district AESA templates double click on the file that you need

You will be able to edit the register for your own district and consult the registers from the other districts plus the state-

wide report

1 3

2

AESA Register User Guide

AESA Other resources V10 January 2016 5

3 About the Buttons

The District Service Unit template has a set of buttons on the front page

The following functions are enabled when the respective buttons are clicked

Each button is explained further in the relevant section of this document

AESA Register Create a new record for an AESA application

Stock Add edit delete or search a new Stock item

Client Add details of a new client as recorded in Client Information System (CIS) if it does not already exist in the pre-populated list of values or edit an existing entry

Unit Add details of a new Unit as recorded in Client Information System (CIS) if it does not already exist in the pre-populated list of values or edit an existing entry

Vendor Add details of the Vendor if it does not already exist in the pre-populated list of values or edit an existing entry

Review Create a summary of the year to date demand and supply for ADHC Aids and Equipment

AESA Register User Guide

AESA Other resources V10 January 2016 6

4 About the Tabs

There are Tabs located at the bottom of the template which provide access to additional information

41 Info (Information) Tab

1 The Info tab provides basic

Information about this template

and an overview of the menu

options

2 For detailed information about the

reporting template the user guide

can be accessed by clicking on

the hyperlink that is present at the

bottom of this tab (see below)

3 Additional tabs in the file are

visible at the base of the screen

Link to the User

Guide

The District or Service Unit owning

the register is shown here

1

2 3

AESA Register User Guide

AESA Other resources V10 January 2016 7

42 Applications Tab

This Tab displays a summary of AESA application information based on the criteria selected in the drop down menu

Each time you click on this tab the list will be refreshed so that you always see an up to date list of your district applications

1 The applications can be filtered on selected criteria by clicking on the drop down menu at the top of the sheet and

selecting the required criteria eg All applications or Approved applications only etc The Status filter allows selection of

both financial year and application status at the same time

2 Clicking on the highlighted cell opens the application and allows the user to edit the application and add or amend

details

3 Applications can be sorted by clicking on required heading eg click on Status to sort by Status

Click here to filter the applications

Click on a green cell to open an existing application

eg if you want to update some details (such as

add missing vendor information)

1

2

Click on a grey heading to sort by the

column content

eg column F to sort by Fund type

3

AESA Register User Guide

AESA Other resources V10 January 2016 8

43 Vendor Tab

The vendor details from the last district AESA template received by Central office in 2013 have been pre-populated in the

template Vendor tab

A generic Vendor name ldquoTO BE ADVISEDrdquo has been used wherever vendor details were not provided by the DistrictService

Unit

Districts must update each of the pre-populated applications to insert the correct vendor

1 New vendors can be added through the Applications tab as and when required or by clicking on the Vendor button

found on the Info sheet

2 To edit any existing vendor information in this tab please click each cell highlighted orange (column A) and update it

with the relevant Vendor name and ABN number

3 When the highlighted cell is clicked it opens a window to populate Vendor details including the ABN number address

and contact details

1

3

2

AESA Register User Guide

AESA Other resources V10 January 2016 9

44 Unit Tab

1 For each districtservice unit existing cost centres and unit names have been pre-populated in the template

2 Unit information can be edited directly on the Unit tab by clicking one of the cost centre number cells in column A such

as when a unit changes address or closes

3 The Group field should be used the record the name of the Residence for LRCrsquos and can be used for clusters for group

homes To create a new group click on the grey arrow to the right hand side of the Group field

Care should be taken to ensure that unit information always matches CIS records

This information will be audited by Central Office to check coherence with CIS data

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 10

45 Client Tab

1 For existing clients the client first name last name CIS ID date of birth gender and cost centre have been pre-

populated in the template

2 Client information can be edited directly on the Client tab by clicking one of the highlighted cells in column A

Care should be taken to ensure that client information always matches the CIS records

This information will be audited by Central Office to check coherence with CIS data

2 1

AESA Register User Guide

AESA Other resources V10 January 2016 11

5 How to Register an Application

It is important to register every application even if it is declined deferred or obtained from stock in order to obtain a true picture

of the demand and supply pattern for ADHC-funded aids and equipment

This information will be used to determine a more equitable budget allocation process going forward

1 When the lsquoRegister Herersquo button is clicked an application screen appears as shown below

2 Most of the data fields can be populated by selecting

from available options in the drop down menus eg

when a client name is selected the unit information

populates automatically Full details of how each field

works are available on the following pages

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 12

51 How to Select or Enter a Client

1 Choose the client name by clicking the arrow on the drop down menu The unit name and cost code of the unit where the

client resides will auto-populate

2 If the ClientUnit details are incorrect click on the grey arrow to the right of the unit name to edit and update the details

3 A pop-up window will appear and a different unit can be selected if the client has moved or

4 To create a new unit if a new cost centre has been added click on the grey arrow to the right of the cost centre number

5 Other client details can be added or corrected as required

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 5

3 About the Buttons

The District Service Unit template has a set of buttons on the front page

The following functions are enabled when the respective buttons are clicked

Each button is explained further in the relevant section of this document

AESA Register Create a new record for an AESA application

Stock Add edit delete or search a new Stock item

Client Add details of a new client as recorded in Client Information System (CIS) if it does not already exist in the pre-populated list of values or edit an existing entry

Unit Add details of a new Unit as recorded in Client Information System (CIS) if it does not already exist in the pre-populated list of values or edit an existing entry

Vendor Add details of the Vendor if it does not already exist in the pre-populated list of values or edit an existing entry

Review Create a summary of the year to date demand and supply for ADHC Aids and Equipment

AESA Register User Guide

AESA Other resources V10 January 2016 6

4 About the Tabs

There are Tabs located at the bottom of the template which provide access to additional information

41 Info (Information) Tab

1 The Info tab provides basic

Information about this template

and an overview of the menu

options

2 For detailed information about the

reporting template the user guide

can be accessed by clicking on

the hyperlink that is present at the

bottom of this tab (see below)

3 Additional tabs in the file are

visible at the base of the screen

Link to the User

Guide

The District or Service Unit owning

the register is shown here

1

2 3

AESA Register User Guide

AESA Other resources V10 January 2016 7

42 Applications Tab

This Tab displays a summary of AESA application information based on the criteria selected in the drop down menu

Each time you click on this tab the list will be refreshed so that you always see an up to date list of your district applications

1 The applications can be filtered on selected criteria by clicking on the drop down menu at the top of the sheet and

selecting the required criteria eg All applications or Approved applications only etc The Status filter allows selection of

both financial year and application status at the same time

2 Clicking on the highlighted cell opens the application and allows the user to edit the application and add or amend

details

3 Applications can be sorted by clicking on required heading eg click on Status to sort by Status

Click here to filter the applications

Click on a green cell to open an existing application

eg if you want to update some details (such as

add missing vendor information)

1

2

Click on a grey heading to sort by the

column content

eg column F to sort by Fund type

3

AESA Register User Guide

AESA Other resources V10 January 2016 8

43 Vendor Tab

The vendor details from the last district AESA template received by Central office in 2013 have been pre-populated in the

template Vendor tab

A generic Vendor name ldquoTO BE ADVISEDrdquo has been used wherever vendor details were not provided by the DistrictService

Unit

Districts must update each of the pre-populated applications to insert the correct vendor

1 New vendors can be added through the Applications tab as and when required or by clicking on the Vendor button

found on the Info sheet

2 To edit any existing vendor information in this tab please click each cell highlighted orange (column A) and update it

with the relevant Vendor name and ABN number

3 When the highlighted cell is clicked it opens a window to populate Vendor details including the ABN number address

and contact details

1

3

2

AESA Register User Guide

AESA Other resources V10 January 2016 9

44 Unit Tab

1 For each districtservice unit existing cost centres and unit names have been pre-populated in the template

2 Unit information can be edited directly on the Unit tab by clicking one of the cost centre number cells in column A such

as when a unit changes address or closes

3 The Group field should be used the record the name of the Residence for LRCrsquos and can be used for clusters for group

homes To create a new group click on the grey arrow to the right hand side of the Group field

Care should be taken to ensure that unit information always matches CIS records

This information will be audited by Central Office to check coherence with CIS data

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 10

45 Client Tab

1 For existing clients the client first name last name CIS ID date of birth gender and cost centre have been pre-

populated in the template

2 Client information can be edited directly on the Client tab by clicking one of the highlighted cells in column A

Care should be taken to ensure that client information always matches the CIS records

This information will be audited by Central Office to check coherence with CIS data

2 1

AESA Register User Guide

AESA Other resources V10 January 2016 11

5 How to Register an Application

It is important to register every application even if it is declined deferred or obtained from stock in order to obtain a true picture

of the demand and supply pattern for ADHC-funded aids and equipment

This information will be used to determine a more equitable budget allocation process going forward

1 When the lsquoRegister Herersquo button is clicked an application screen appears as shown below

2 Most of the data fields can be populated by selecting

from available options in the drop down menus eg

when a client name is selected the unit information

populates automatically Full details of how each field

works are available on the following pages

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 12

51 How to Select or Enter a Client

1 Choose the client name by clicking the arrow on the drop down menu The unit name and cost code of the unit where the

client resides will auto-populate

2 If the ClientUnit details are incorrect click on the grey arrow to the right of the unit name to edit and update the details

3 A pop-up window will appear and a different unit can be selected if the client has moved or

4 To create a new unit if a new cost centre has been added click on the grey arrow to the right of the cost centre number

5 Other client details can be added or corrected as required

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 6

4 About the Tabs

There are Tabs located at the bottom of the template which provide access to additional information

41 Info (Information) Tab

1 The Info tab provides basic

Information about this template

and an overview of the menu

options

2 For detailed information about the

reporting template the user guide

can be accessed by clicking on

the hyperlink that is present at the

bottom of this tab (see below)

3 Additional tabs in the file are

visible at the base of the screen

Link to the User

Guide

The District or Service Unit owning

the register is shown here

1

2 3

AESA Register User Guide

AESA Other resources V10 January 2016 7

42 Applications Tab

This Tab displays a summary of AESA application information based on the criteria selected in the drop down menu

Each time you click on this tab the list will be refreshed so that you always see an up to date list of your district applications

1 The applications can be filtered on selected criteria by clicking on the drop down menu at the top of the sheet and

selecting the required criteria eg All applications or Approved applications only etc The Status filter allows selection of

both financial year and application status at the same time

2 Clicking on the highlighted cell opens the application and allows the user to edit the application and add or amend

details

3 Applications can be sorted by clicking on required heading eg click on Status to sort by Status

Click here to filter the applications

Click on a green cell to open an existing application

eg if you want to update some details (such as

add missing vendor information)

1

2

Click on a grey heading to sort by the

column content

eg column F to sort by Fund type

3

AESA Register User Guide

AESA Other resources V10 January 2016 8

43 Vendor Tab

The vendor details from the last district AESA template received by Central office in 2013 have been pre-populated in the

template Vendor tab

A generic Vendor name ldquoTO BE ADVISEDrdquo has been used wherever vendor details were not provided by the DistrictService

Unit

Districts must update each of the pre-populated applications to insert the correct vendor

1 New vendors can be added through the Applications tab as and when required or by clicking on the Vendor button

found on the Info sheet

2 To edit any existing vendor information in this tab please click each cell highlighted orange (column A) and update it

with the relevant Vendor name and ABN number

3 When the highlighted cell is clicked it opens a window to populate Vendor details including the ABN number address

and contact details

1

3

2

AESA Register User Guide

AESA Other resources V10 January 2016 9

44 Unit Tab

1 For each districtservice unit existing cost centres and unit names have been pre-populated in the template

2 Unit information can be edited directly on the Unit tab by clicking one of the cost centre number cells in column A such

as when a unit changes address or closes

3 The Group field should be used the record the name of the Residence for LRCrsquos and can be used for clusters for group

homes To create a new group click on the grey arrow to the right hand side of the Group field

Care should be taken to ensure that unit information always matches CIS records

This information will be audited by Central Office to check coherence with CIS data

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 10

45 Client Tab

1 For existing clients the client first name last name CIS ID date of birth gender and cost centre have been pre-

populated in the template

2 Client information can be edited directly on the Client tab by clicking one of the highlighted cells in column A

Care should be taken to ensure that client information always matches the CIS records

This information will be audited by Central Office to check coherence with CIS data

2 1

AESA Register User Guide

AESA Other resources V10 January 2016 11

5 How to Register an Application

It is important to register every application even if it is declined deferred or obtained from stock in order to obtain a true picture

of the demand and supply pattern for ADHC-funded aids and equipment

This information will be used to determine a more equitable budget allocation process going forward

1 When the lsquoRegister Herersquo button is clicked an application screen appears as shown below

2 Most of the data fields can be populated by selecting

from available options in the drop down menus eg

when a client name is selected the unit information

populates automatically Full details of how each field

works are available on the following pages

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 12

51 How to Select or Enter a Client

1 Choose the client name by clicking the arrow on the drop down menu The unit name and cost code of the unit where the

client resides will auto-populate

2 If the ClientUnit details are incorrect click on the grey arrow to the right of the unit name to edit and update the details

3 A pop-up window will appear and a different unit can be selected if the client has moved or

4 To create a new unit if a new cost centre has been added click on the grey arrow to the right of the cost centre number

5 Other client details can be added or corrected as required

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 7

42 Applications Tab

This Tab displays a summary of AESA application information based on the criteria selected in the drop down menu

Each time you click on this tab the list will be refreshed so that you always see an up to date list of your district applications

1 The applications can be filtered on selected criteria by clicking on the drop down menu at the top of the sheet and

selecting the required criteria eg All applications or Approved applications only etc The Status filter allows selection of

both financial year and application status at the same time

2 Clicking on the highlighted cell opens the application and allows the user to edit the application and add or amend

details

3 Applications can be sorted by clicking on required heading eg click on Status to sort by Status

Click here to filter the applications

Click on a green cell to open an existing application

eg if you want to update some details (such as

add missing vendor information)

1

2

Click on a grey heading to sort by the

column content

eg column F to sort by Fund type

3

AESA Register User Guide

AESA Other resources V10 January 2016 8

43 Vendor Tab

The vendor details from the last district AESA template received by Central office in 2013 have been pre-populated in the

template Vendor tab

A generic Vendor name ldquoTO BE ADVISEDrdquo has been used wherever vendor details were not provided by the DistrictService

Unit

Districts must update each of the pre-populated applications to insert the correct vendor

1 New vendors can be added through the Applications tab as and when required or by clicking on the Vendor button

found on the Info sheet

2 To edit any existing vendor information in this tab please click each cell highlighted orange (column A) and update it

with the relevant Vendor name and ABN number

3 When the highlighted cell is clicked it opens a window to populate Vendor details including the ABN number address

and contact details

1

3

2

AESA Register User Guide

AESA Other resources V10 January 2016 9

44 Unit Tab

1 For each districtservice unit existing cost centres and unit names have been pre-populated in the template

2 Unit information can be edited directly on the Unit tab by clicking one of the cost centre number cells in column A such

as when a unit changes address or closes

3 The Group field should be used the record the name of the Residence for LRCrsquos and can be used for clusters for group

homes To create a new group click on the grey arrow to the right hand side of the Group field

Care should be taken to ensure that unit information always matches CIS records

This information will be audited by Central Office to check coherence with CIS data

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 10

45 Client Tab

1 For existing clients the client first name last name CIS ID date of birth gender and cost centre have been pre-

populated in the template

2 Client information can be edited directly on the Client tab by clicking one of the highlighted cells in column A

Care should be taken to ensure that client information always matches the CIS records

This information will be audited by Central Office to check coherence with CIS data

2 1

AESA Register User Guide

AESA Other resources V10 January 2016 11

5 How to Register an Application

It is important to register every application even if it is declined deferred or obtained from stock in order to obtain a true picture

of the demand and supply pattern for ADHC-funded aids and equipment

This information will be used to determine a more equitable budget allocation process going forward

1 When the lsquoRegister Herersquo button is clicked an application screen appears as shown below

2 Most of the data fields can be populated by selecting

from available options in the drop down menus eg

when a client name is selected the unit information

populates automatically Full details of how each field

works are available on the following pages

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 12

51 How to Select or Enter a Client

1 Choose the client name by clicking the arrow on the drop down menu The unit name and cost code of the unit where the

client resides will auto-populate

2 If the ClientUnit details are incorrect click on the grey arrow to the right of the unit name to edit and update the details

3 A pop-up window will appear and a different unit can be selected if the client has moved or

4 To create a new unit if a new cost centre has been added click on the grey arrow to the right of the cost centre number

5 Other client details can be added or corrected as required

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 8

43 Vendor Tab

The vendor details from the last district AESA template received by Central office in 2013 have been pre-populated in the

template Vendor tab

A generic Vendor name ldquoTO BE ADVISEDrdquo has been used wherever vendor details were not provided by the DistrictService

Unit

Districts must update each of the pre-populated applications to insert the correct vendor

1 New vendors can be added through the Applications tab as and when required or by clicking on the Vendor button

found on the Info sheet

2 To edit any existing vendor information in this tab please click each cell highlighted orange (column A) and update it

with the relevant Vendor name and ABN number

3 When the highlighted cell is clicked it opens a window to populate Vendor details including the ABN number address

and contact details

1

3

2

AESA Register User Guide

AESA Other resources V10 January 2016 9

44 Unit Tab

1 For each districtservice unit existing cost centres and unit names have been pre-populated in the template

2 Unit information can be edited directly on the Unit tab by clicking one of the cost centre number cells in column A such

as when a unit changes address or closes

3 The Group field should be used the record the name of the Residence for LRCrsquos and can be used for clusters for group

homes To create a new group click on the grey arrow to the right hand side of the Group field

Care should be taken to ensure that unit information always matches CIS records

This information will be audited by Central Office to check coherence with CIS data

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 10

45 Client Tab

1 For existing clients the client first name last name CIS ID date of birth gender and cost centre have been pre-

populated in the template

2 Client information can be edited directly on the Client tab by clicking one of the highlighted cells in column A

Care should be taken to ensure that client information always matches the CIS records

This information will be audited by Central Office to check coherence with CIS data

2 1

AESA Register User Guide

AESA Other resources V10 January 2016 11

5 How to Register an Application

It is important to register every application even if it is declined deferred or obtained from stock in order to obtain a true picture

of the demand and supply pattern for ADHC-funded aids and equipment

This information will be used to determine a more equitable budget allocation process going forward

1 When the lsquoRegister Herersquo button is clicked an application screen appears as shown below

2 Most of the data fields can be populated by selecting

from available options in the drop down menus eg

when a client name is selected the unit information

populates automatically Full details of how each field

works are available on the following pages

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 12

51 How to Select or Enter a Client

1 Choose the client name by clicking the arrow on the drop down menu The unit name and cost code of the unit where the

client resides will auto-populate

2 If the ClientUnit details are incorrect click on the grey arrow to the right of the unit name to edit and update the details

3 A pop-up window will appear and a different unit can be selected if the client has moved or

4 To create a new unit if a new cost centre has been added click on the grey arrow to the right of the cost centre number

5 Other client details can be added or corrected as required

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 9

44 Unit Tab

1 For each districtservice unit existing cost centres and unit names have been pre-populated in the template

2 Unit information can be edited directly on the Unit tab by clicking one of the cost centre number cells in column A such

as when a unit changes address or closes

3 The Group field should be used the record the name of the Residence for LRCrsquos and can be used for clusters for group

homes To create a new group click on the grey arrow to the right hand side of the Group field

Care should be taken to ensure that unit information always matches CIS records

This information will be audited by Central Office to check coherence with CIS data

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 10

45 Client Tab

1 For existing clients the client first name last name CIS ID date of birth gender and cost centre have been pre-

populated in the template

2 Client information can be edited directly on the Client tab by clicking one of the highlighted cells in column A

Care should be taken to ensure that client information always matches the CIS records

This information will be audited by Central Office to check coherence with CIS data

2 1

AESA Register User Guide

AESA Other resources V10 January 2016 11

5 How to Register an Application

It is important to register every application even if it is declined deferred or obtained from stock in order to obtain a true picture

of the demand and supply pattern for ADHC-funded aids and equipment

This information will be used to determine a more equitable budget allocation process going forward

1 When the lsquoRegister Herersquo button is clicked an application screen appears as shown below

2 Most of the data fields can be populated by selecting

from available options in the drop down menus eg

when a client name is selected the unit information

populates automatically Full details of how each field

works are available on the following pages

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 12

51 How to Select or Enter a Client

1 Choose the client name by clicking the arrow on the drop down menu The unit name and cost code of the unit where the

client resides will auto-populate

2 If the ClientUnit details are incorrect click on the grey arrow to the right of the unit name to edit and update the details

3 A pop-up window will appear and a different unit can be selected if the client has moved or

4 To create a new unit if a new cost centre has been added click on the grey arrow to the right of the cost centre number

5 Other client details can be added or corrected as required

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 10

45 Client Tab

1 For existing clients the client first name last name CIS ID date of birth gender and cost centre have been pre-

populated in the template

2 Client information can be edited directly on the Client tab by clicking one of the highlighted cells in column A

Care should be taken to ensure that client information always matches the CIS records

This information will be audited by Central Office to check coherence with CIS data

2 1

AESA Register User Guide

AESA Other resources V10 January 2016 11

5 How to Register an Application

It is important to register every application even if it is declined deferred or obtained from stock in order to obtain a true picture

of the demand and supply pattern for ADHC-funded aids and equipment

This information will be used to determine a more equitable budget allocation process going forward

1 When the lsquoRegister Herersquo button is clicked an application screen appears as shown below

2 Most of the data fields can be populated by selecting

from available options in the drop down menus eg

when a client name is selected the unit information

populates automatically Full details of how each field

works are available on the following pages

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 12

51 How to Select or Enter a Client

1 Choose the client name by clicking the arrow on the drop down menu The unit name and cost code of the unit where the

client resides will auto-populate

2 If the ClientUnit details are incorrect click on the grey arrow to the right of the unit name to edit and update the details

3 A pop-up window will appear and a different unit can be selected if the client has moved or

4 To create a new unit if a new cost centre has been added click on the grey arrow to the right of the cost centre number

5 Other client details can be added or corrected as required

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 11

5 How to Register an Application

It is important to register every application even if it is declined deferred or obtained from stock in order to obtain a true picture

of the demand and supply pattern for ADHC-funded aids and equipment

This information will be used to determine a more equitable budget allocation process going forward

1 When the lsquoRegister Herersquo button is clicked an application screen appears as shown below

2 Most of the data fields can be populated by selecting

from available options in the drop down menus eg

when a client name is selected the unit information

populates automatically Full details of how each field

works are available on the following pages

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 12

51 How to Select or Enter a Client

1 Choose the client name by clicking the arrow on the drop down menu The unit name and cost code of the unit where the

client resides will auto-populate

2 If the ClientUnit details are incorrect click on the grey arrow to the right of the unit name to edit and update the details

3 A pop-up window will appear and a different unit can be selected if the client has moved or

4 To create a new unit if a new cost centre has been added click on the grey arrow to the right of the cost centre number

5 Other client details can be added or corrected as required

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 12

51 How to Select or Enter a Client

1 Choose the client name by clicking the arrow on the drop down menu The unit name and cost code of the unit where the

client resides will auto-populate

2 If the ClientUnit details are incorrect click on the grey arrow to the right of the unit name to edit and update the details

3 A pop-up window will appear and a different unit can be selected if the client has moved or

4 To create a new unit if a new cost centre has been added click on the grey arrow to the right of the cost centre number

5 Other client details can be added or corrected as required

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 13

2

1

3 4

5 Test

000019xx John

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 14

52 Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client

1 Before registering an AESA application a stock search should be done to see if the required equipment is available in the

Stock Pool To do this either click on the Stock button on the Info tab or search from within the application by clicking on the

ldquoFrom Stockrdquo check box You will be able to do this once you have entered all your districtrsquos stock items (see Data

remediation section in Appendix 2)

2 The Available Stock Items window will appear If the list is quite

long you can select the Category and Sub-category that you wish

to search using the drop down menus The list of available items

will be displayed

You will need to check with the appropriate therapist whether the

item listed is appropriate for the client in question before allocating

the item to their application ie will the client accept an item that is

not new and does it require any modification

1

2

3

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 15

3 If the item is satisfactory it can be allocated to the application using the Add a Selected Equipment to AESA application

button

You will then be returned to the Application screen

Note a State-wide stock search function is currently under development In the meantime you can view the stock in other

districts on their templates (you will have read only access to these)

If a stock transfer for a Capital stock item is agreed between districts an ADHC SAP asset transfer form will need to be

completed If the transfer is for a low value item you will need to update your local district stock register The transport

costs would be at the cost of the district receiving the item

Equipment Info ndash How to Check if an Item is Available in District Stock and Allocate to a Client (Continued)

4 When an item has been allocated from stock most of the other application fields are greyed out however you should still

enter the following

a Fund Type Operational or Capital based on the residual value of the stock item

b An approximate purchase price that would have applied if the item needed to be purchased new this is important to

get as accurate a picture as possible of the true demand for aids and equipment

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 16

4a

4b

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 17

53 Equipment Info ndash How to Enter an Application for Purchase

1 The ldquoFrom Purchaserdquo option is selected by default you do not need to click this

2 Choose the category of the aid requested Communication Hygiene Mobility Personal Care Repairs-maintenance-

modifications or Other

3 Choose the type of aid in the sub category by clicking on the drop down menu

The sub-categories are organised by type eg if you are purchasing a wheelchair first find the wheelchair section of the list

and then look by sub-category of wheelchair A full list of sub-categories is available in the appendix to this guide for

reference

If the particular equipment is not listed choose Other and enter further details in the Details of Equipment field

4 Provide more details of the equipment by typing in the Details of the Equipment which is a free text box

Note Obligatory fields when raising the application

are shown with a red star

1

2

4

3

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 18

54 Financial Info ndash How to Enter the Cost of the Item amp Vendor Information

1 Choose the Fund Type ie Operational or Capital application based on the value of the item excluding GST

Capital purchase amount = $5000 or above

Operational purchase amount = less than $5000

2 If the vendor information is not available click on the arrow to the right of the Vendor field and populate the Vendor details

(the vendor quotation is a reliable source for this information)

3 The quoted amount should be filled in excluding GST

4 The quote number is available on the quotation received from the vendor

5 The agreed client contribution amount is calculated in consultation with the clientperson responsible and is based on client

income and or savings

1

2

3

5

4

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 19

For more details regarding client contribution refer to Section 87 page number 10 of the AESA Policy

6 Fill in the remaining fields in the financial info section as the application progresses and the information becomes available

including

i the Purchase order number and date

ii the vendor invoice number

iii the payment amount excluding GST and date when the payment was made to the vendor

iv the BusinessLink invoice number for the client contribution (if applicable)

v the amount and date when the client contribution is received (if applicable)

6ii

6iii

6i

6iv

6v

6i

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 20

55 Application Info - How to Enter and Update the Application Status

1 Select the Status of the application to update its progress

a Pending ndash Incomplete Application if returned for more paperwork

b Pending Decision ndash if awaiting a Committee meeting

c Approved

d Deferred ndash if approved but purchase delayed to the next financial year

due to lack of budget

e Declined

2 The date of the initial application and the date of the AESA committee

decision are to be recorded

3 If there has been an appeal the outcome and date of review should also be

recorded in the respective fields

4 Any additional information regarding AESA funding equipment can be

included in the NOTES section which is a free text area

4

3

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 21

5 The team leader and the therapistrsquos names should be recorded in the contacts section

6 Use the SAVE button provided in the template to save the application

It is important to save the application using the SAVE button provided to protect the functionality of the Register

7 A message pops up saying rdquoA new AESA application was successfully added Do you want to create another application

YES NO

If there is another application that needs to be registered click ldquoYESrdquo and a new screen will appear

6

5

7

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 22

6 How to Enter a Full Year Forecast

Sometimes Central Office may ask you to provide a full financial year forecast for AESA demand in your district The financial

year covers the period from 01 July to 30 June each year eg 01072014 to 30062014

To provide this forecast you should consider

Any applications that are still pending

Any equipment previously funded through the AESA

program that may need renewing eg wheelchairs

Any information based on historical usage that is likely to

repeat itself eg demand for continence aids

1 Select the Fund type Operational or Capital

2 If the forecast is for a specific client enter their CIS ID

number the name and cost centre will auto-populate

3 Enter a brief description of the item

4 Enter its approximate purchase price excluding GST

5 Enter the amount of the client contribution if applicable

6 The top section will check the forecast demand against any

remaining budget and calculate the additional funding

required

7 If you do not have sufficient lines available for your forecast

you can use the ldquoAdd a new linerdquo button to create more

8 To remove a forecast you can use the Clear All button to

remove all data

1 2 3 4 5

6 7

8

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 23

7 How to Review a Report

1 Click on the Review button on the Info tab

Each time you do this a new report will be generated

2 The first page of the report contains 4 graphs showing demand and

supply for Operational and Capital items

3 Select the year that you want to display using the drop-down menu

called Financial Year

Note that for Demand the financial year depends on the year that the

application was received and for Supply the financial year depends on

the date of delivery of the item

ie an application received on 01 June 2013 and delivered on 05

October 2014 will show as Demand in 201213 and Supply in

201314

4 The second page of the report contains summary tables showing

a the current level of AESA spending and commitments

against budget

Committed = Approved applications

Projections = Pending applications + Forecast if applicable

Deferred = Applications allocated to the next financial year

due to lack of budget in the current year

b The breakdown of demand by category and sub-category

of application

3

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 24

8 Saving your Work

It is recommended to save your work as you go (donrsquot wait until the end ndash saving often is recommended ) by clicking on the

usual Save button in Excel

When you want to finish and exit the file you will be presented with two options

1 Save a local back-up copy of the file

a This option allows you to save a back up copy to your local drive

b Select the folder where you want to save the file and click ok

Do not work on this local file for future updates it is a back up copy only

2 Save the SharePoint version of the file before you exit

Always click SAVE when you see this option (unless you really want to lose some work)

1a

1b

2

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 25

9 Appendix 1 ndash Category and Sub-Category Codes

CATEGORY AND SUB-CATEGORY CODES FOR AIDS AND EQUIPMENT APPLICATIONS

Cat_ID Category Sub_Cat_ID New Sub-Category list

1 Communication 1 Communication accessory (mounting kit remote control Cuddly switch etc)

1 Communication 2 Communication electronic device (Electronic or micro-computer based

communication aid)

1 Communication 3 Communication equipment for producing reading or storing alternate format

information

1 Communication 4 Communication software (including ipad apps that aid communication)

1 Communication 5 Listening Hearing aids (if not eligible through Australian Hearing Service)

1 Communication 6 Speech assistive device amplifier or electronic aide to assist speech intelligibility

1 Communication 7 Speech speech-generating aids andor boards

1 Communication 8 Talking equipment eg reading machines

1 Communication 9 Other (only use this code if none of the above codes apply)

2 Hygiene 10 Continence aid bed protection - Kylie sheets

2 Hygiene 11 Continence aid bed protection - waterproof sheets

2 Hygiene 12 Continence aid disposable catheters

2 Hygiene 13 Continence aid disposable pads

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 26

Cat_ID Category Sub_Cat_ID New Sub-Category list

2 Hygiene 14 Continence aid disposable panty nappies

2 Hygiene 15 Continence aid leg bags and accessories

2 Hygiene 16 Continence aid night disposable drainage bags bottles amp accessories

2 Hygiene 17 Continence aid reusable pads

2 Hygiene 18 Continence aid silastic catheter

2 Hygiene 19 Continence aid sterilizing cleaning and bowel care equipment Milton gloves KY

gel syringes

2 Hygiene 20 Continence aid Uridomes

2 Hygiene 21 Hygiene aid change table Akron couch etc

2 Hygiene 22 Other (only use this code if none of the above codes apply)

3 Mobility 23 Building modification railings - internal (bedroom bathroom showers access

areas) or external (access to home)

3 Mobility 24 Building modification ramps - internal or external access to the home

3 Mobility 25 Client transfer and lifting ceilingportable hoist for liftingmoving clients

3 Mobility 26 Client transfer and lifting slingtransfer board slide sheet

3 Mobility 27 Footwear calliper fitting to shoes

3 Mobility 28 Footwear orthopaedicsurgical footwear orthotics mediallateral wedges

metatarsal bar insoles etc

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 27

Cat_ID Category Sub_Cat_ID New Sub-Category list

3 Mobility 29 Orthotic aids for lower limbs ankle-foot orthoses (AFO) braces callipers splints

etc

3 Mobility 30 Orthotic aids for upper limbs corsets cervical collars etc

3 Mobility 31 Safety harness Chair

3 Mobility 32 Safety harness Vehicle

3 Mobility 33 Scooter electric

3 Mobility 34 Walking aid framestick

3 Mobility 35 Walking aid portable ramp

3 Mobility 36 Walking aid support system

3 Mobility 37 Wheelchair accessories (back rest foot plates recharger dock trays etc)

3 Mobility 38 Wheelchair customisedmoulded seating

3 Mobility 39 Wheelchair electric

3 Mobility 40 Wheelchair electric + attendant control

3 Mobility 41 Wheelchair foldable

3 Mobility 42 Wheelchair hoistlift for vehicle

3 Mobility 43 Wheelchair manual

3 Mobility 44 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 28

Cat_ID Category Sub_Cat_ID New Sub-Category list

4 Personal Care 45 Bathing aid bath seatshower chair trolley or commode hand showergrab rail

4 Personal Care 46 Beds and sleeping 24 hour positioningsleeping systems electric hi-low bed

4 Personal Care 47 Beds and sleeping cradle rails other positioning accessories

4 Personal Care 48 Beds and sleeping CPAP or other breathing system

4 Personal Care 49 Environmental control device remote controlother assistive device for domestic

equipment

4 Personal Care 50 Nutrition dressings for naso-gastric tubes

4 Personal Care 51 Nutrition feeding equipment (Kangarooenteral feeding pumps bags stands

tubing syringes etc)

4 Personal Care 52 Nutrition Tracheostomy tubes

4 Personal Care 53 Personal care prosthesis artificial eye(s)

4 Personal Care 54 Personal care prosthesis breasts

4 Personal Care 55 Personal care prosthesis Wig human hair

4 Personal Care 56 Personal care prosthesis Wig synthetic

4 Personal Care 57 Personal care prosthesis second skin

4 Personal Care 58 Pressure relief cushion mattress eggshell sheepskin overlayunderlay etc

4 Personal Care 59 Pressure relief garmentsurgical stockings

4 Personal Care 60 Seating and positioning alternative positioning system side layer supine

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 29

Cat_ID Category Sub_Cat_ID New Sub-Category list

positioner tilt table standing frame

4 Personal Care 61 Seating and positioning ejector geriatric raised reclining revolution or saddle

chair

4 Personal Care 62 Seating and positioning prescribed seating system (bariatric massage etc)

4 Personal Care 63 Seating and positioning specialised car seat

4 Personal Care 64 Suction aid cathetersuction machine

4 Personal Care 65 Tables prescribed bedside tablewheel chair trayadjustable table

4 Personal Care 66 Toileting aid Shower Commode chairraised or electric toilet seatgrab rail

4 Personal Care 67 Other (only use this code if none of the above codes apply)

5 Repairs Maintenance

Modifications 68 RepairsModificationsMaintenance Bed

5 Repairs Maintenance

Modifications 69

RepairsModificationsMaintenance Bed - Positioning system Mattress

accessory or rail

5 Repairs Maintenance

Modifications 70 RepairsModificationsMaintenance Building (Ramp or rail)

5 Repairs Maintenance

Modifications 71 RepairsModificationsMaintenance Communication device

5 Repairs Maintenance

Modifications 72 RepairsModificationsMaintenance Client transfer or lifting device

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 30

Cat_ID Category Sub_Cat_ID New Sub-Category list

5 Repairs Maintenance

Modifications 73 RepairsModificationsMaintenance Personal care item

5 Repairs Maintenance

Modifications 74 RepairsModificationsMaintenance Seatingpositioning system

5 Repairs Maintenance

Modifications 75 RepairsModificationsMaintenance Vehicle (seating panel etc)

5 Repairs Maintenance

Modifications 76 RepairsModificationsMaintenance Wheelchair - electric

5 Repairs Maintenance

Modifications 77 RepairsModificationsMaintenance Wheelchair - manual

5 Repairs Maintenance

Modifications 78

RepairsModificationsMaintenance Wheelchair Accessory (brakes tray wheels

etc)

5 Repairs Maintenance

Modifications 79 Other (only use this code if none of the above codes apply)

Only use the code below if no other code applies

Cat_ID Category Sub_Cat_ID New Sub-Category list

6 Other 80 Other (only use this code if none of the above codes apply)

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 31

10 Appendix 2 ndash Data Remediation Requirements

The District data from the preceding version of the AESA tool that has been pre-populated to this new tool requires the following

data remediation by the Districts

1 CIS number checking Check the ldquoAll Applicationsrdquo display for any lines that do not display CIS ID (CID) details andor Name

and Cost centre information (see below cells highlighted yellow)

This means that the Client andor Unit do not exist in the Client andor Unit sheets and that you will need to create them Once

they have been created you can return to the Applications sheet and click on the green cell to add the correct client andor unit

to the application

Year Status Sourced_By Fund Type CID First_Name Last_Name CC

2013-

2014 Approved Purchase Operational 876235 NA

2 Entry of Application dates and Decision dates Where application and decision dates were missing on the previous data

submitted a default date of the first day of the new financial year (or first day of the month if some data was present) has

been used to enter existing applications

1

2

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii

AESA Register User Guide

AESA Other resources V10 January 2016 32

Please review the dates and correct as necessary using the Applications sheet (click on the green cell to change the details of an

application

3 Entry of all District stock items

Please enter all items that you currently have in stock in your district and that are available for use by a client

To do this click on the Stock button (3i) and choose ldquoAdd a new Equipmentrdquo (3ii) then fill in the details (3iii)

Donrsquot forget to put where the item is location (Location)

3ii

3i

3iii