Ideagen CompliSpace Fixed Fee Project and Product Consulting Services
Product and Service Packages (Fixed Fee)
Professional Consulting Services
Ideagen CompliSpace provides a range of fixed fee projects. The purpose of a Fixed Fee Product and/or Service packages is to provide additional support to customers who require:
• Re-onboarding of administrators to their platforms
• Advanced platform training specific to organisational needs
• Access to subject matter expertise across platforms
• Benchmarking of existing processes against best practices.
Each fixed-fee package includes a pre-defined:
• A defined project timeframe in which the project is to be completed
• A proposed scope of included work, as agreed to with the customer
• An allocated allowance for consultant-led customer meetings to meet the identified outcomes
• Clear project parameters and defined project outcomes
• Comprehensive support with project management and product implementation embedded
• Access to subject matter experts
• Context and jurisdiction specific consultation
P-LAR Administrator Training –
Refresher
Product Code (TRAIN- ADMIN REFRESH)
Platform(s) Policy, Learning, Assurance
Project Overview
Project Scope
The scope of this administrator refresher training is to provide a comprehensive overview to administrators to revisit some of the fundamental administrative components of their platform subscriptions of PolicyConnect, CompliLearn and Assurance.
This project is designed as a series of online raining session. The duration of each online training session is expected to be between 60-90 minutes and each session will focus on one product (PolicyConnect, CompliLearn, Assurance).
Prior to each online training session, attendees will be asked to complete the associated online Training Hub course prior to the session date. Following completion of each platform Award, each session will cover more deeply the following core aspects of functionality
Project Overview
This fixed fee project has been designed to provide a comprehensive overview of administration functionality for the policy platform that underpins the P in the P-LAR methodology, PolicyConnect. PolicyConnect is your policy management software and acts as your organisations single source of policy truth.
Project Scope The scope of this refresher training is to provide an in-depth overview to administrators, equipping them with the training required to administrate the Ideagen CompliSpace’s policy platform, PolicyConnect. Once the ‘Policy Training Award’ is complete, you will meet with your consultant to review key functionality including:
• User access
• Administrator functionality (page visibility, exporting pages and Modules, enabling the public link)
• Contextualising content (variable questions and context keys)
• Managing Ideagen CompliSpace content
• Creating your own Module
• Adding pages to your own content or
• Adding pages to Ideagen CompliSpace content
• Publishing your own content
POLICY User Generated Content (UGC) Administrator Training (single tenancy)
Product Code (TRAIN- POLICY UGC)
Platform(s) Policy
Project Overview This fixed fee project has been designed to provide comprehensive training of the User Generated Content (UGC) functionality available on PolicyConnect. UGC allows administrators to consolidate and centrally manage all non-CompliSpace content in their Policy platform, ensuring their organisation has a single source of policy truth for their staff to access the most up to date versions of their policy content.
Project Scope The scope of this comprehensive administrator training on the UGC functionality includes a series of project meetings aimed at upskilling administrators on the PolicyConnect platform’s UGC functionality. You will meet with your consultant to review key functionality including:
• Creating your own UGC modules and pages
• Adding pages to your own content
• Adding pages to Ideagen CompliSpace content
• Publishing your content
• Content administration including access to version history, exporting content and reordering pages
Product Code (TRAIN- LEARN REFRESH)
Platform(s) Learning
Project Overview
This fixed fee project has been designed to provide comprehensive training of the CompliLearn platform. CompliLearn is a staff learning system and allows organisations to assign and track the completion of online compliance training which can easily be reported on and exported for various audiences.
Project Scope The scope of this comprehensive administrator training on the CompliLearn platform includes a series of project meetings aimed at upskilling administrators on the CompliLearn platform’s functionality. You will meet with your consultant to review key functionality including:
• User access & role types
• Administrator functionality
• The Explore library (content catalogue)
• Accessing learning records
• Content management
• Assigning to groups and individual learners
• Bespoke course creation
• Managing assignments and report generation
Product Code (TRAIN- LEARN REPORTS)
Platform(s) Learning
Project Overview This fixed fee project has been designed to provide comprehensive training of the reporting functionality within the CompliLearn platform. CompliLearn is a staff learning system and allows organisations to assign and track the completion of online compliance training which can easily be reported on and exported for various audiences.
Project Scope The scope of this comprehensive administrator training on the reporting functionality in CompliLearn platform includes a series of project meetings aimed at:
• Exploring custom report generation based on organisational needs
• How to run reports on a single course, multiple courses or group
• Development of a base reporting template that can be adapted for future reporting needs
• Filtering opting in the report settings based on courses and groups
• Report subscription and sharing settings
LEARNING User Generated Content (UGC) Administrator Training
Code
Platform(s) Learning
Project Overview This fixed fee project has been designed to provide comprehensive training of the User Generated Content (UGC) functionality available on CompliLearn. UGC allows administrators to consolidate and centrally manage organisation specific learning content in their CompliLearn platform.
Project Scope The scope of this comprehensive administrator training on the UGC functionality includes a series of project meetings aimed at upskilling administrators on the CompliLearn platform’s ‘course building’ functionality. You will meet with your consultant to review key functionality including:
• Creating your own learning courses
• Course structure and different learning items
• Publishing and assigning the course
• Course completion reporting
Product
(TRAIN LEARN UGC)
Product Code (TRAIN- ASSN REFRESH)
Platform(s) Assurance
Project Overview
Project Scope
This fixed fee project has been designed to provide refresher training of the Assurance platform. Assurance is an incident and risk management software, and a database typically associated with information associated with incident reporting, assigning compliance tasks and checklist, and risk management.
The scope of this refresher administrator training on the Assurance platform includes a series of project meetings aimed at upskilling administrators on the Assurance platform’s functionality. Once you have completed the ‘Assurance Training Award’, you will meet with your consultant to review key functionality including:
• User Management
• User access roles
• Managing subscribed Form and Register templates including how to edit form fields
• How to det up your risk register(s)
• Managing tasks and checklists
• Generating reports
Bote:
ASSURANCE Custom Workflow for Administrators
Product Code (TRAIN-ASSN WF)
Platform(s) Assurance
Project Overview This fixed fee project has been designed to provide comprehensive training of the workflow functionality within the Assurance platform. Workflows are an important component of effective data management, ensuring the right personnel are managing data within your platform.
Project Scope The scope of this comprehensive administrator training on the workflow functionality in the Assurance platform includes a single project meeting aimed at:
• Identifying the workflow stages
• Workflow approval conditions
• Review of an existing workflow
• The role of notifications as part of the workflow process
Audience Assurance platform administrators Maximum number of attendees 2
Project Timeframe (weeks) 2 Approx. contact time (hours) 1
Price $AUD (ex GST) $300.00 Lead time Approx. 2 weeks
ASSURANCE Checklist Building for Administrators
Product Code (TRAIN- ASSN CHECK)
Platform(s) Assurance
Project Overview This fixed fee project has been designed to provide comprehensive training of the checklist functionality within the Assurance platform. Checklists are an important component of the auditing process.
Project Scope The scope of this comprehensive administrator training on the workflow functionality in the Assurance platform includes a single project meeting aimed at:
• The role of a checklist (versus tasks and forms) and how can they be utilised
• Creating new or editing exiting checklist fields
• Creating checklist categories and review of existing set up
• Checklist reporting
Audience Assurance platform administrators Maximum number of attendees 2
ASSURANCE Task Management for Administrators
Product Code (TRAIN- ASSN TA)
Platform(s) Assurance
Project Overview This fixed fee project has been designed to provide comprehensive training of the task functionality within the Assurance platform. Tasks are commonly used for corrective actions, as a control or risk treatment and are an important component of demonstrating management of an incident or risk as well as the risk control process.
Project Scope The scope of this comprehensive administrator training on the workflow functionality in the Assurance platform includes a two project meetings aimed at:
• How tasks can be used within your organisation
• The task structure (key vs assignment key)
• How to assign a task (individually or in bulk)
• The role of the task category
• How to customise the task template
• Task reporting
ASSURANCE Form and/or Register Training (existing form)
Product Code (TRAIN-ASSN REG_E)
Platform(s) Assurance
Project Overview
Project Scope
This fixed fee project has been designed to provide support to an administrator wishing to customise an existing form template in the Assurance site. Forms should be customised in accordance with organisational needs to ensure they are capturing the desired data for report generation.
The scope of this comprehensive administrator training on customising an existing form template in the Assurance platform includes two project meetings aimed at:
• Review existing fields and identifying needs for customisation
• Updating existing fields
• Creating a new field
• Creating tables and sections
• Field visibility options
• Field dependencies
• Notifications and workflow
• Reporting on a form and/or register
Audience Assurance platform administrators
Product Code (TRAIN_ ASSN REG_N)
Platform(s) Assurance
Project Overview To maximise utility of your Assurance platform, administrators are encouraged to integrate other organisational forms into their Assurance platform, so all their data is centralised and more comprehensively reported on. Therefore, this fixed fee project has been designed to provide support to an administrator wishing to develop their own bespoke form in Assurance.
Project Scope The scope of this comprehensive administrator training on developing a new form template in the Assurance platform includes three project meetings aimed at:
• Creating a new form template
• Integrating fields from the field library to improve reporting outcomes
• Creating a new field
• Creating tables and sections
• Field visibility options
• Field dependencies
• Notifications and workflow
• Reporting on a form and/or register
ASSURANCE MergeDoc Training
Product Code (TRAIN- ASSN MERGE)
Platform(s) Assurance
Project Overview A MergeDoc is a document that is created by merging data from your Assurance database into a Word template. This process is used to generate personalised documents such as letters or reports. Here are the key steps involved in creating a MergeDoc. MergeDocs are particularly useful for creating multiple documents that share a common structure but contain unique data for each recipient or instance. These can then be exported and distributed as required.
Project Scope Creating a MergeDoc through Assurance involves the following steps:
1. Template Creation: Create a Word document that serves as the template. This template includes placeholders (merge fields) where the Assurance data will be inserted.
2. Data Source: Attach the template to Assurance that contains the information to be merged.
3. Merge Process: Produce the MergeDoc by combining the data with the template, generating individual documents for each record in the data source.
In this project, you will learn how you can use the Assurance MergeDoc functionality to create customised documents and reports, relevant to your organisation. The scope includes
• A template scoping exercise for the word document
• A training session to learn the skills to build a MergeDoc with the relevant merge fields required for the merge process.
• Creation of a MergeDoc
Audience Assurance platform administrators
Project Timeframe (weeks) 4
Approx. contact time (hours) 2
Price $AUD (ex GST) $675.00 Lead time
Approx. 2 weeks
Product Code (TRAIN-ASSN REPORTS)
Platform(s) Assurance
Project Overview
This fixed fee project has been designed for administrators seeking to advance their reporting in the Assurance site. To maximise utility of your Assurance platform, administrators are encouraged to integrate other organisational forms into their Assurance platform, so all their data is centralised and more comprehensively reported on.
Project Scope The scope of this comprehensive administrator training on developing a new form template in the Assurance platform includes three project meetings aimed at:
• Review of the existing report templates, as available within your platform
• How to customise reports for
o A single form and/or register
o A group of forms/registers
• How to filter report settings to ensure the reports generated provide the desired reporting outcomes
• How to subscribe to a report and sharing settings
Note:This project does not include Assurance reporting and PowerBI. If you are interested in integrating Assurance with Power BI, please notify your Customer Success Representative to discuss further.
ASSURANCE Risk Management in Assurance Fundamentals
Product Code (TRAIN- ASSN RM FUN)
Platform(s) Assurance
Project Overview This fixed fee project has been designed for administrators seeking to understand the process for reviewing risks and hazards in their Assurance site.
Project Scope The scope of this high-level overview and administrator training on the risk management functionality in Assurance. This consultant led project includes:
• A brief overview of the CompliSpace risk/hazard template including fields roles
• How to customise an existing risk register in Assurance (risk-by-risk or in bulk)
• Key risk management fields including the risk owner; and documenting existing controls
• How to conduct a scheduled risk review
Audience Assurance platform administrators
Product Code (TRAIN- ASSN RM ADV)
Platform(s) Assurance
Project Overview
Project Scope
This fixed fee project is a comprehensive overview and training of enterprise risk management methodology, and how the Assurance system can be utilised for managing risk. This includes both scheduled risk reviews and ad-hoc risk reviews.
The scope of this comprehensive administrator training on developing a new form template in the Assurance platform includes three project meetings aimed at:
• A brief overview of Enterprise Risk Methodology and its relationship with the CompliSpace risk/hazard template
• How to customise an existing risk register in Assurance (risk-by-risk or in bulk)
• Key risk management fields including the risk owner; and documenting existing controls
• How to conduct a scheduled risk review vs an ad-hoc review
• Utilising the task function for managing controls and risk treatment plans
• Utilising checklists for managing controls creation
• Conducting a scheduled risk review versus an ad-hoc review
• Reporting options including a risk heat map, risk movement report, risks and their linked controls report
Product Code (TRAIN- PDD ADMIN)
Platform(s) Assurance
Project Overview
Project Scope
Provider due diligence refers to the process of thoroughly investigating and assessing the risks associated with engaging external vendors, suppliers, or service providers. This is a critical part of third-party risk management. This fixed fee project has been designed for administrators conducting Provider due diligence in SafeTripBulider for third parties delivering extra-curricular activities.
Provider due diligence includes several key steps:
1. Background Checks
2. Compliance Verification
3. Ongoing Monitoring
These process helps mitigate risks, ensure compliance, and protect their operations.
Provider Due Diligence Administrator Training in the SafeTripBuilder platform includes:
• An Overview of Provider Due Diligence Form and workflow
• How to add and approve providers onto your register, including ensuring credentials are valid are up to date
• Understanding how providers appear within SafeTripBuilder
• How to remove a provider from your register
Product Code (TRAIN- STB ADMIN)
Platform(s) SafeTripBuilder
Project Overview This fixed fee project is a comprehensive overview and training of the SafeTrip Builder platform.
Project Scope The scope of this comprehensive administrator training consists of two parts:
Part 1: Provider Due Diligence Administrator Training in the SafeTripBuilder platform includes:
• An Overview of Provider Due Diligence Form and workflow
• How to add and approve providers onto your register, including ensuring credentials are valid are up to date
• Understanding how providers appear within SafeTripBuilder
• How to remove a provider from your register
Part 2: SafeTripBuilder Administrator Training
• Navigating SafeTripBuilder
• Steps to complete the excursion risk assessment
• How to generate the finalised risk assessment
• Provider Due Diligence Administrator Training
• Overview of Provider Due Diligence Form and workflow
• How to add and approve providers onto your register, including ensuring credentials are valid are up to date
• Understand how providers appear within SafeTripBuilder
• How to remove a provider from your register
Fixed Scope Projects
Risk Control Effectiveness Surveys and Report – Basic
Product Code (PROJECT-RCE BASIC)
Platform(s) Assurance
Project Overview
Project Scope
A risk control effectiveness survey is a tool used to evaluate how well an organisation’s risk management controls are functioning. This type of survey involves the following components:
1. Assessment of Control Design: Evaluating whether the risk controls are appropriately designed to mitigate identified risks.
2. Implementation Review: Checking if the controls are being implemented as intended.
3. Performance Measurement: Measuring the effectiveness of the controls in reducing or managing risks
This project is focussed on determining the current existing performance measurement of your organisations which is the measurement of the effectiveness of the controls in reducing or managing risks.
The scope of this consultant led project evaluating your existing performance of control effectiveness includes
• Administration and analysis of 9 Risk Control Effectiveness surveys
• Delivery of an organisation specific Risk Management Report
• A post-delivery presentation to key stakeholders providing an overview of the report and recommendations
• Integration of data into Assurance Risk Registers (where applicable).
Based on the outcomes of your Risk Management Report, your consultant will make recommendations for areas requiring the implementation of risk treatments
Audience Risk and Compliance Managers, Executive/ Leadership Teams
Project Timeframe (weeks)
Risk Effectiveness Control Surveys and Report
Product Code (PROJECT-RCE ADV)
Platform(s) Assurance
Project Overview A risk control effectiveness survey is a tool used to evaluate how well an organisation’s risk management controls are functioning. This type of survey involves the following components:
1. Assessment of Control Design: Evaluating whether the risk controls are appropriately designed to mitigate identified risks.
2. Implementation Review: Checking if the controls are being implemented as intended.
3. Performance Measurement: Measuring the effectiveness of the controls in reducing or managing risks
This comprehensive project reviews the efficacy of all three components listed above.
Project Scope The scope of this consultant led project evaluating your existing performance of control effectiveness includes
• An introduction to Enterprise Risk Management Methodology for Executive/Leadership Teams
• Administration and analysis of 9 Risk Control Effectiveness surveys
• Delivery of an organisation specific Risk Management Report
• A post-delivery presentation to key stakeholders providing an overview of the report and recommendations
• Integration of data into Assurance Risk Registers (where applicable).
Based on the outcomes of your Risk Management Report, your consultant will make recommendations for areas requiring the implementation of risk treatments. The consultant will then conduct a high-level review of existing risk registers and risk management practice and provide recommendations for improvement.
Audience Risk and Compliance Managers, Executive/ Leadership Teams
Timeframe (weeks)
Child Protection Risk and Task Registers for the NFP industry
Product Code (PROJECT-NFPCSRISKS)
Platform(s) Assurance
Project Overview A risk register is a comprehensive tool to document, track, and manage risks across an organisation. In the context of child safety, a child safe risk register is used to identify, document, and manage risks related specifically to child safety. It helps ensure compliance with child safety standards and promotes a safe environment for children.
Project Scope This consultant led project is designed to support the implementation of the CompliSpace Child Protection Risk and Task Registers for customers in the NFP industry.
This consultant led project includes:
• Access to the CompliSpace child safe risk register
• Overview of the content based on the National Principles, or where a state has their own standards/principles framework (i.e. Tas, NSW, VIC)
• Consultation on the risks included within the framework and contextualising these to organisational nuance
• Preparation and upload of the Risks, and guidance on potential Risk Controls for organisations to review
Staff Conflict of Interest Register – Assurance
Product Code (PROJECT-COI)
Platform(s) Assurance
Project Overview A conflict of interest register is a formal record used by organisations to document any conflicts of interest that arise among their members, employees, or stakeholders. This register is crucial for maintaining the integrity and trustworthiness of an organisation by ensuring that decisions are made in the best interest of the organization, free from personal bias.
Project Scope The scope of this fixed fee project includes
• Access to the CompliSpace Conflict of Interest Register template
• Tailoring of the template to specific organisational needs
• Importing mapping of any existing register into the Assurance platform
• Customised workflow Optional: additional consulting can be purchased if further consultation is needed to assess any existing documentation.
Audience Risk and Compliance Administrators, Board Secretary/ Business Manager
Product Code (PROJECT-GIFT)
Platform(s) Assurance
Project Overview A gift declaration register is a formal record used by organisations to document gifts received by their employees or representatives. This register is crucial for maintaining ethical standards and avoiding any potential influence on business decisions.
Project Scope The scope of this fixed project includes
• Access to the CompliSpace Gift Declaration Register template
• Tailoring of the template to specific organisational needs
• Importing mapping of any existing register into the Assurance platform
• Customised workflow
Audience Risk and Compliance Administrators, Board Secretary/ Business Manager
Project Timeframe (weeks)
Product Code (PROJECT-BLUEVIT)
Platform(s) Assurance
Project Overview In Australia, each state and territory have its own regulatory authority responsible for teacher registration. These include
• Victoria: Victorian Institute of Teaching (VIT)
• New South Wales: NSW Education Standards Authority (NESA)
• Queensland: Queensland College of Teachers (QCT)
• Western Australia: Teacher Registration Board of Western Australia (TRBWA)
• South Australia: Teachers Registration Board of South Australia (TRBSA)
• Tasmania: Teachers Registration Board of Tasmania (TRBTAS)
• Northern Territory: Teacher Registration Board of the Northern Territory (TRBNT)
• Australian Capital Territory: Teacher Quality Institute (ACTTQI).
Organisations are required to maintain a register of the accreditation details of all individuals’ teacher registration details to ensure they are appropriately qualified to teach.
Project Scope The scope of this fixed project includes
• Access to the CompliSpace VIT Register template
• Tailoring of the template to specific organisational and jurisdictional needs
• Importing mapping of any existing register into the Assurance platform
• Customised workflow
Product Code (PROJECT –WWCC)
Platform(s) Assurance
Project Overview A Working with Children Check (WWCC) is a background screening process used in Australia to assess the suitability of individuals who work or volunteer with children. Organisations are required to maintain a register of the details of all individuals’ WWCC details to ensure they meet the minimum requirements to be volunteering with children.
Project Scope The scope of this fixed project includes
• Access to the CompliSpace WWCC or Blue Card Register template
• Tailoring of the template to specific organisational needs
• Importing mapping of any existing register into the Assurance platform
• Customised workflow
Audience Risk and Compliance Administrators, Business Manager, HR Manager Project Timeframe (weeks)
Product Code (PROJECT-DOCREG)
Platform(s) Assurance
Project Overview A document register is a comprehensive database that tracks all the documents used within an organization such as policies, procedures, guidelines and handbooks. This CompliSpace Document Register helps in organising, controlling, and ensuring the accuracy of documents, making it easier to manage and retrieve them when needed.
Project Scope The scope of this fixed project includes
• Access to the CompliSpace Document Register template
• Tailoring of the template to specific organisational needs
• Importing mapping of any existing register into the Assurance platform
• Customised workflow
Audience Risk and Compliance Administrators, Business Manager
Product Code (PROJECT-CONT)
Platform(s) Assurance
Project Overview A contract register in the Assurance platform is a centralised database that contains detailed information about all the contracts your organisation has entered. Having a contract register helps organisations manage their contractual obligations, track key dates, and ensure compliance. It also aids in risk management and prevents issues like duplicate contracts or missed renewals
Project Scope The scope of this fixed project includes
• Access to the Ideagen CompliSpace Contract Register template and tailoring to specific needs including:
• Spreadsheet mapping and aligning/fields creation per the headings in an existing register (where applicable)
• Attachment of Contracts
• Creating the ability to issue contract numbers
• Reminder emails for option date, review date and expiry date
• Creating the Register in stages (e.g. Pre-market, Post-market and Expired) and the ability to report against these
• Standard reporting and how to create custom reporting
• Restricting templates access rights
• Consultant review and recommendations of best practices
• Consultation to confirm set up before building in live
• Training on how to maintain the register in the live site
• Complete configuration of the live site including testing to ensure notifications are correct and access is locked down
Audience Risk and Compliance Administrators, Business Manager, Finance Manager
Project Timeframe (weeks) 6 Approx. contact time (hours) 6 Price $AUD (ex GST)
Product Code (PROJECT-3RDPTY)
Platform(s) Assurance
Project Overview
Project Scope
A third parties agreements register is a centralised record that tracks all agreements involving third parties. These agreements typically include contracts where an external entity, not originally part of the primary contract, has certain rights or obligations. This register helps organisations manage their third-party relationships, ensuring compliance and tracking obligations and benefits.
The scope of this fixed project includes
• Access to the Ideagen CompliSpace template third party agreements register and tailoring to specific needs, including:
• Spreadsheet mapping and aligning/creating fields as per the headings in an existing register (where applicable)
• Attachment of contracts
• Creating the ability to issue contract numbers
• Reminder emails for option date, review date and expiry date
• Creating the Register in stages (e.g. Premarket, Postmarket and Expired) and the ability to report against these.
• Credentialing
• Creation of entities
• Importing all Contract lines from spreadsheet
• Standard reporting and how to create custom reporting (e.g. chart trends)
• Restricting templates access rights
• Consultant review and recommendations of best practices.
• Consultation to confirm set up before building in live
• Training on how to maintain the register in the live site
• Complete configuration of the live site including testing to ensure notifications are correct and access is locked down.
Audience Risk and Compliance Administrators, Business Manager, Finance Manager
Timeframe (weeks)
Psychosocial Hazard Register Setup
Product Code (PROJECT-PSYCH)
Platform(s) Assurance
Project Overview A psychosocial hazard register is a tool used to document and manage risks related to psychosocial hazards in the workplace. These hazards can include factors like stress, bullying, harassment, and workload pressures that can affect employees’ mental and physical health. Having a psychosocial hazard register helps organisations proactively manage workplace stressors, promoting a healthier and more supportive work environment. In some Australian jurisdictions, it is a requirement under OHS/WHS/WSH legislation.
Project Scope The scope of this fixed project includes
• Access to the Ideagen CompliSpace Psychosocial Hazards Register Template
• Tailoring of the template to specific needs
• General consultation on hazard management
• Creation of psychosocial hazard register report
Audience Risk and Compliance Administrators, OHS/WHS/WSH Officers
Child Safe Compliance Framework
Product Code (PROJECT-CS F/W)
Platform(s) Assurance
Project Overview
Each State and Territory has its own laws and regulations related to child safety. These obligations must be met by organisations working with children and young people. CompliSpace’s Child Safe Compliance Task Framework is:
• a set of compliance tasks based on each state and territories laws and regulations
• a compliance audit tool focused on evidence of compliance
• promotes accountability and
• updated by CompliSpace as legal and regulatory changes take place so that the school can demonstrate that it:
• understands its child safe compliance obligations
• meets its child safe compliance obligations
• has a plan to address any gaps
• has a system of accountability
• has a schedule to assess ongoing compliance
Project Scope This package includes access to the Ideagen CompliSpace Compliance Obligations Template and tailoring to specific needs including:
• Setup of checklist tool and/or compliance form tool
• Import of compliance obligations into Assurance as checklist or form questions
• Creation of compliance report
• One hour risk management consultation with a consultant
Audience Child Safe Officers, Risk and Compliance Managers, Deputy Principal, Principal
Product Code (PROJECT-CS RR)
Platform(s) Assurance
Project Overview A child safety risk register is used by schools and organisations to identify, document, and manage risks related to child safety. Its primary purpose is to ensure that potential risks to children are recognised and addressed to create a safer environment.
Project Scope This fixed fee package includes access to the Ideagen CompliSpace Child Safe Risk Register and tailoring to organisational context including:
• Setup of the Ideagen CompliSpace Child Safe Risk Register including
• Two hours consultation with a consultant
• Risk Register setup
• Import of child safe risks to Assurance
• Creation of a child safe risk report
Audience Child Safe Officers, Risk and Compliance Managers, Deputy Principal, Principal
Project Timeframe (weeks) 6 Approx. contact time (hours)
Product Code (PROJECT-TELSTRA)
Platform(s) Assurance
Project Overview Telstra Health offers a range of digital health solutions designed to improve the quality, safety, and efficiency of healthcare delivery. This project is designed to support system administrators implementing an integration between an existing Telstra Health subscription with the Assurance product.
Project Scope This project is a mapping exercise between the Telstra Health App and Assurance to maximise the integration. This project includes:
• A scoping meeting
• Review of an existing field parameters of a customer’s incident form in Telstra Health vs Assurance
• Review of workflow setup and notifications
• Testing and refinement phase
• Report generation
Note:
• This cost of this project is per form. If you have multiple forms, please let us know and a bespoke project can be scoped accordingly.
• The customer and Third-Party Vendor are responsible for establishing the integration.
Product Code (PROJECT-CLIPBOARD)
Platform(s) Assurance
Project Overview Clipboard, an extracurricular management system designed for schools. Clipboard helps schools manage extracurricular activities such as sports, music, and excursions by streamlining communication and administration. This project is designed to support system administrators implementing an integration between an existing Clipboard subscription with the Assurance product.
Project Scope This project is a mapping exercise between the ClipBoard App and Assurance to maximise the integration between the two products. This project includes:
• Scoping meeting
• Review of Assurance field parameters
• Review of Workflow and notifications
Note:
• This cost of this project is per form. If you have multiple forms, please let us know and a bespoke project can be scoped accordingly.
• The customer and Third-Party Vendor are responsible for establishing the integration.
Audience IT Managers, Risk and Compliance Managers
Product Code (PROJECT-SSO EXIST)
Platform(s) Policy. Learning, Assurance
Project Overview Access to your platform(s) can be achieved
I. locally, through the setup of a user directory
II. through SSO via your organisation’s active directory
If your organisation has compatible Single Sign-On technology, Ideagen can facilitate user access via your organisation’s Active Directory. We can provide connections to identity providers
• Okta*
• Cloudworks
• Azure (EntraID)
• Google
• SAML/ADFS
*may be limited due to license type
This project is for customers seeking to make changes to the SSO provider established during the Project (for example SAML to Azure).
Project Scope This project includes changing an existing single sign-on setup for a customer who already has single sign-on provisioned. Your Ideagen CompliSpace Technical Consultant will liaise with your IT Contact to make changes to the existing protocol.
Please note, if your idP isn’t listed SSO may not be available. Your Technical Consultant will confirm viability prior to project commencement.
Audience IT Managers, IT Support Services
Project Timeframe (weeks) 2
Approx. contact time (hours) 2
Price $AUD (ex GST) $300.00 Lead time
Approx. 2 weeks
Product Code (PROJECT-SSO NEW)
Platform(s) Policy, Learning, Assurance
Project Overview Access to your platform(s) can be achieved
III. locally, through the setup of a user directory
IV. through SSO via your organisation’s active directory
If your organisation has compatible Single Sign-On technology, Ideagen can facilitate user access via your organisation’s Active Directory. We can provide connections to identity providers
• Okta*
• Cloudworks
• Azure (EntraID)
• Google
• SAML/ADFS
*may be limited due to license type
Note: If your idP isn’t listed SSO may not be available. Your Technical Consultant will confirm viability prior to project commencement.
Project Scope This project includes establishing a new single sign-on setup for a customer who does not already have single sign-on provisioned. Your Ideagen CompliSpace Technical Consultant will liaise with your IT Contact to establish the relevant protocol.
The customer agrees to provide a test account with a valid license. If the customer does not agree, the customer will be responsible for conducting this part of the process.
Note, once the service is configured, the IdP tool acts as a proxy for extending the service to any subscribed to products.
Audience IT Managers, IT Support Services Project Timeframe (weeks) 2
contact time (hours) 2
Service Delivery
Online
The Project Fees (‘Price’) outlined above are based on an online delivery methodology. Project meetings will be
• Organised with the Customer Project lead in accordance with the lead times indicative within this document
• Delivered online via Microsoft Teams. You will be invited to a meeting which will include the session agenda, and preparatory work to be completed prior to the meeting, as well as the online meeting link details.
• All sessions can be recorded and used as reference
On Site
The Project Fees (‘Price’) outlined above excludes expenses and disbursements, including related travel for the Project delivery. If the project is to be delivered in person, reimbursement of travel expenses will be an additional cost. This includes (where applicable)
• Flights
• Accommodation
• Ground costs
• Meal allowances
• TOIL for travel
Further to the above, all on site work does not include any costs associated with venue hire, catering, or any other event related costs.
Customer Obligations and Assumptions
Timely and successful performance of the Professional Services pursuant to this catalogue of fixed fee for service packages requires ongoing collaboration between Ideagen and Customer. The customer is responsible for certain key tasks, contributions, and timely reviews of Ideagen work to maintain the estimated schedule and estimated Professional Services fees.
The customer will
• make available appropriately skilled and knowledgeable Customer resources, including the following resources, to provide active and continuous participation, including timely review, feedback and approvals
• allocate time among the customer project team, subject matter experts, and executive staff as needed for participation in meetings, timely review of documentation, and decision-making.
• define and maintain the list of the business objectives and requirements that will guide the provision of the Professional Services.
• coordinate attendees for meetings to be held during the term of this SOW.
• provide assistance, cooperation, information, equipment, data, a suitable work environment, and resources reasonably necessary to enable Ideagen to perform the Professional Services.
• identify Ideagen personnel as system administrators or users of the customer's product(s) instances as reasonably necessary for the provision of Professional Services.
• be responsible for executing on overall program management responsibilities.
• It is the customers’ responsibility to ensure that all timelines are adhered to
Anything not covered in these above points, it’s out of scope a change order.
• All services and training are delivered in English
