Broker Resources
Information specific to brokers.
Adding Group Jobs to a Participant's Plan
If you are creating a plan for a participant who is sharing staff with one or two other participa...
Broker Meeting Minutes
How to upload and view Broker Meeting Minutes in the portal.
Broker Meeting Minutes Upload Guide
Download PDF
Upload Broker Meeting Minutes (Brokers Only)
From the home page, click Submit Broker Minutes. Complete the form. Click Submit when...
View Broker Meeting Minutes
From the home page, select the participant from the list. Select the Documents tab across the...
Inviting New Brokers to the Portal
Staff Action Plans
How to create, sign, and submit a Staff Action Plan.
Creating your First Staff Action Plan
Updated 2/13/2024
Signing your First Staff Action Plan
Updated 2/13/2024
Uploading your Signed Staff Action Plan
Updated 2/13/2024
Staff Action Plan Upload Guide
This document outlines the process for finalizing and signing a Staff Action Plan. From the Da...
Staff Action Plan Q&A - Acronyms
Acronyms LP – Life Plan SAP – Staff Action Plan SDC – Self Direction Coordinator VO – Value...
Staff Action Plan Q&A - The Portal
Brokers will be prompted to change their password upon logging into the new portal. Will partici...
Staff Action Plan Q&A - Goals
How many goals should an LP/SAP Plan have? There is no set rule, but CH and SEMP both must have ...
Staff Action Plan Q&A - SAP Specifics
Who needs a Staff Action Plan? An SAP is required for anyone with an LP who has Self-Hired CH, R...
Staff Action Plan Q&A - Timesheets/MSNs
Will each staff type still have their own timesheet? Yes. How will the information from the SAP...
Staff Action Plan Q&A - Other
Some Life Plans had multiple meetings, were rescheduled, or never written. What should we do in ...
SAP Timesheets
How to create, edit, view, and submit SAP Timesheets for Support Staff to use.
Unlock and Download your Timesheets
Create SAP (Broker)
Timesheets can only be created for service types that are in a participant’s budget. If an outco...
View SAP
From the timesheets section, click View on the tile of the timesheet you wish to view. Click ...
Edit SAP (Broker)
Only Draft timesheets can be edited. To edit a timesheet, follow the steps below. From the ...
Submit SAP (Broker)
After the broker has finished creating/editing a timesheet, it must be submitted to the SD Coord...
Retract SAP (Broker)
To retract a submitted timesheet, do the following. From the timesheet section, click Retract ...
Download SAP
A timesheet can be downloaded anytime after it is created. However, by default, it will be marke...
Approve SAP (SD Coordinator)
Approving a timesheet sets the status to Complete and removes the watermark, thus authorizing it...
Reject SAP (SD Coordinator)
Rejecting a timesheet sets the status back to Draft. The broker can then edit the timesheet, mak...
Revoke SAP (SD Coordinator)
Revoking a timesheet changes the status from Complete to Draft, allowing the broker to make chan...
Timesheet Statuses
Timesheet Statuses There are five (5) timesheet statuses: Blank - Status after the Staff Act...
Outcome Combinations
There are three Service Types (ComHab, Respite and SEMP) and three Outcome Types (Goal, Support ...
The Five Possible Timesheet Types
There are five (5) timesheet types. Every staff position must be on one of these five: ComHab ...
ComHab - {Special}
What is ComHab - {Special} (CHS)? While reviewing an approved budget, an SD Coordinator ma...
Outcome Types & Timesheets
When creating or editing a timesheet, only goals/outcomes for the Service Type of the selected t...
FAQ
Why isn't the timesheet tile I want showing up? There are two reasons why a timesheet tile does...