Broker Resources

Information specific to brokers.

Staff Action Plans

How to create, sign, and submit a Staff Action Plan.

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...

Broker Meeting Minutes

How to upload and view Broker Meeting Minutes in the portal.