Record an exception or variation to a routine restrictive practice

Lumary DC - This article explains how to record an exception or variation to a routine restrictive practice.

Once a routine restrictive practice has been defined for a client, users can record exceptions and variations to the restrictive practice. This will then be included on the monthly NDIS report.

Required packages

Updated in: Lumary DC 1.3

Before you begin...

To record an exception or variation, the client's record will need to have a routine restrictive practice record linked to a personal support plan.

To record an exception or variation:

1. Go to the client's record.
2. Click on the Support Needs tab. You might need to use the More drop-down list at the end of the row of tabs to find this option.
3. If it's not already open, click on the Risks, Assessments & Plans tab.
4. Scroll down to the Restrictive Practices list.
5. Click on the Restrictive Practice ID text link for the relevant restrictive practice with a record type of Routine.

6. This will open the restrictive practice (RP) record showing details of the routine restrictive practice currently in place.
7. Scroll down to the Restrictive Practice Exceptions section.
8. Click on the drop-down arrow.
9. Select New.

This will launch a New Restrictive Practice Exception form. The following table explains key fields on this form. Mandatory fields are marked with an asterisk.

Field	Use and purpose
Start Date / Time * Date * Time	Set the date and time that the exception or variation to the practice began.
End Date / Time * Date * Time	Set the date and time that the exception or variation to the practice ended.
Exception Type	Select whether the exception is due to the restrictive practice not being used or if there was a variation to the defined practice. The system currently only allows for variations to chemical restraints.
Type of Variation	If the exception type was Variation, select a type of variation. Available options currently only relate to chemical restraints.
Why and how the routine varied	Free text field to capture additional information about why and how a routine was varied.
Owner	Search for and link to a user on the system.
Related Restrictive Practice	This will auto-fill with the ID of the client's restrictive practice (RP) record.

10. Once you've completed all of the fields required by your organisation's policies, click on the Save button.

The exception will now appear on the exceptions list on the client's restrictive practice record.