Intrabiz User Guide
Contents
1. Access and Logon To access Intrabiz type in nct intrabiz co uk in the address field or use the following link https nct intrabiz co uk LOGON Logon Username Password Logon You would need to enter your personal Username and Password that is emailed to you when you are set up on Intrabiz by your PSA Please do not communicate your login details to anyone All entries made under your login details can be traced back to you for auditing purposes For support with log in issues please contact Intrabiz Nicola Hilton nicola intrabiz co uk 0118 978 2625 or Regine Caster regine intrabiz co uk 0118 979 7079 Home Page Rimpu Garg e 5T N nct lt lt Welie eE gt gt 5T Antenatal Teacher v YOUR COURSES ALL COURSES News WAITING LIST SCHEDULE Scheduled down time may occur between 06 15 and 06 45 TAR EN For Intrabiz support please contact Nicola Hilton nicola intrabiz co uk 0118 978 2625 or Regine Caster regine intrabiz co uk 0118 979 7079 CHANGE PASSWORD LOGOFF Title Bar 5T In the middle of the title bar you will be shown the PSA Area you are signed into and the current Quarter You can move between the previous and the next Quarter by using the left or right double arrows ES Ctra 13 14 o O O l Intrabiz Guide for Practitioners Page 3 Rimpu Garg Your name and your role will be displayed on the right hand side of the screen If you have more than one role then thi2. Intrabiz User Guide for NCT Practitioners Contents aloe dans 9 eee al a1 A E REE NTA HE rt PROT ARO ACERS EE EAE oe Cee Se eee 3 ACCESS ANA LON oca 3 A A 3 lA O a A A eee ee ea me ne 3 ESFERA MERO DU A e E o a ed a 4 CUES E ence e A e o a e o e do e do A lo id 5 HOW TO vew e O OO O o e e e ele bo dee od 5 WIC Wi OUEN ata 5 VIEW Al A A A A a Tai ot a 6 How to view course CetaAiIS ccccccscoecscsccecaccecsccecscecscececaesecaececatascscoscscaececaesecaeeecaseecssaeescaecscassecaeeecatsecstaecssasescnsscates 7 Schedule o e a pt ne e o e No e o e e o ls oe eee 8 Waiting ls A EA A AA A A 8 A o A 9 A A ts ec NA eh A te a A eh i ae ad SA ett i ae ad SA ets RO ea ce he 10 PUDE CIS MS aa OR CR EY Pee em ee EO EY CR ee een a ee Te o 10 CONTA si E E EE A E E pected sntbad talsietancsion acetate d areaio abe d inleistnn bon ached bac E E 11 COUPSE ASSICMIMENE Documentacion ca tdci 12 A O NR 14 YOU INVOICES E A AS A AN cid 14 HOw to AAA MCU ct sade a tw Se ads ee see beets aoe leases ie ee 14 How to view status of submitted ClAIMS ee ee cecceccecececceccececcecceceecccuccscecscscaecececcscaeceecsseecaecescssascecesessascetentans 17 NCT Expenses Policy amp Allowable Claims ccoo doin aaa 18 NGT INVOICES Rear eeIS tl AblO ES 18 BN EA A nears PORT ACER OO NS ee Re a ORR TAB Te mee ed ema ST Tee eee eta MTT E E E A A Tete re AAN 19 Intrabiz Guide for Practitioners Page 2 Introduction to Intrabiz
3. dates 5T C1167 Sarah Johnson s Home Shepherd s Bush W12 20 06 2014 20 06 2014 Twins and Multiples workshop in North West London Branch for twins amp multiples due late May June and July 51 1159 Gracelands Yard 15 05 2044 29 05 2014 NCT Signature antenatal course in Chiswick amp Hammersmith Branch for Jun Jul due dates 51 1180 Chiswick Tennis Club 10 05 2014 11 05 2014 NCT Signature antenatal course in Chiswick amp Hammersmith Branch for mid June to July due dates 5T1C 1146 Devonshire Day Nursery NB Any course where the title is underlined course 4 in the above example shows that the course is facilitated by you and hence you have access to the details of this course Click on the underlined title to get details of the course You can also see these courses on the map by selecting the option View Course Finder courses on map Intrabiz Guide for Practitioners Page 6 How to view course details You can access more information about the courses being run by you You can see details such as Date Time and Venue of the sessions Bookings on the course Course Fee Additional Information to clients about the course e g Parking refreshment etc Public and Confidential class lists Course Assignments If they are ready LYNN NNN To get these details select Your Courses in the left hand menu From the list of courses facilitated by you select the one that you would like to see the details of Click on the
4. symbol i next to that course You will be able to see details of the course as shown below HCT Signature antenatal Course Reference 51 1180 Branch Chiswick amp Hammersmith Run by Rimpu Garg ANT Wen Chiswick Tennis Club Chiswick WW Places 5 Standard fee 200 00 Start date 15 05 2014 End date 29 05 2014 1 Postnatal start date 07 05 2014 Postnatal end date 07 05 2014 Start time 02 00 End time 11 00 Women only Mo Format Daytime Duration 3 hours Additonal info Please note light refreshments will be provided but please bring along a packed lunch Target group Jun Jul due dates Course Finder Cen Sessions 15 05 2014 Thu 09 00 11 00 R 1G 1005 0 22 05 2014 Thu 09 00 11 00 Reo 1006 2 D 22 05 2014 Thu 09 00 11 00 Breastfeeding session This session will be held at Chiswick Moran Hotel 626 Chiswick High Road London W4 SRY RG56 100 07 06 2014 Sat 09 00 11 00 Postnatal Date and time to be confirmed Reunion RG 1005 Possible Actions Back to list gt View public class list gt view confidential class list Bookings click on heading to sort table 6812750 Bind Datest WI1054B 15 06 2074 Lapsed on 17 01 2014 613923 One amp Abe Test Wa TAB 15 06 2014 Reserved until 27 02 2014 A 613924 Mary Test amp Hugh Rimmer TW12 1AB 20 06 2014 Confinmed on 07 01 2014 613925 Mira Booking W46AX 27 06 2074 Cancelled Assignments D 23 01 2014 Rimpu Garg 03 02 2014 19 02 2014 5 18 02 2014 Rimpu Garg lt lt
5. the PSA in Intrabiz for you to sign This email has a link that will take you to the assignment document Please follow steps 3 5 shown below to in order to complete the signing process Or alternatively if you have missed your email you can see the courses that have the assignment document pending in Intrabiz 1 Click on Your Courses on the left hand menu As explained in the previous section this will give a list of all courses facilitated by you The word Sign is appended to any course that has the assignment document approved and awaiting signature from you as shown below Your Active Courses click on heading to sort table O C1180 15 05 2014 29052014 NCT Signature antenatal Chiswick amp Hammersmith On 2 200 00 Jun Jul due dates C1182 05 06 2014 12 06 2014 NCT Signature antenatal Chiswick amp Hammersmith No oO 0 00 Jul Aug due dates 2 Open the course that has the word sign appended to them by clicking on the symbol i next to that course Scroll down to the bottom of the screen till you reach the section Assignments as shown below Open the Course Assignment Document by clicking i next to the assignment Assignments 23 01 2014 Rimpu Garg lt lt sign 3 Scroll down to the bottom of the Course Assignment Document There is a drop down option available for you to sign or reject the CAD as shown below ees may be claimed monthly for completed work or on completion of the cours
6. up you must remember to let the PSA know when you are ready to firm up the dates You can then claim for that reunion on or after the date that of the session How to view status of submitted claims When you click on YOUR INVOICES on the left hand side menu the system will display all your invoices raised in the current quarter and their status You can therefore track when they have been approved and paid Possible Actions Add a new invoice Invoices filed by you in Otra 13 14 or not yet complete 5T PU2364 344 35 No No Mo lt lt lt please submit when complete 51 PU2385 508 75 No No No Please note that you cannot do any modifications once the invoice is submitted for approval For any invoices on this list that are not yet completed there will be a remark please submit when complete In order to complete and submit these invoices please click on the i next to that invoice You can then add modify claims on this Invoices are settled by BACS transfer Please ensure you have completed the BACS payment form and return it to UKO if you have not done so already Please contact your PSA to get a copy of this form if required NB You can also view claims submitted in the previous quarter s by selecting the double arrow key in the title bar Intrabiz Guide for Practitioners Page 17 NCT Expenses Policy Allowable Claims You can find NCT Expenses Policy amp Allowable Claims on Babble Please use the fo
7. 13 14 click on heading to sort table YOUR INVOICES l NCT INVOICES You have not filed any invoices in tra 13 14 2 Enter your reference number and any notes These two fields are optional so you can leave it blank unless you want to add some reference or notes for your own information Click on the go button next to Start this new invoice New Invoice Your ref optional Notes optional Start this new invoice Cancel Go 3 The system allocates a unique reference number 5U PU2384 in this example Please make a note of that reference on any supporting documents you have 4 Select the appropriate Category from the dropdown options available As an example for an ANT claiming her fees select Teachers Fee from the list available in the field Category as shown below Invoice Ref S7T PU2385 Filed in Otr 13 14 Amount 0 00 Submitted Ho ltems Description Amount Notes There are no items on this invoice New Invoice Item choose from list choose from list W Teachers fees Training expenses Travel Intrabiz Guide for Practitioners Page 14 Here are some dropdown options available in the field Category the role they are available for and broadly for what purpose they are used Category name Role Purpose ANT BFC PNL BB To be used to file invoice for teaching fee for courses run by you BFC fees on AN courses To be used by BFC when claiming fee for BF s
8. Manor Gardens Centre Rimpu Garg ANT 5D C1113 08 05 2014 Thu 103 Manor Gardens Centre Rimpu Garg ANT 5D C1113 15 05 2014 Thu 09 00 11 100 Chiswick Tennis Club Rimpu Garg ANT 51 C01160 22 05 2014 Thu 09 Le 100 Chiswick Tennis Club Rimpu Garg ANT 51 1160 29 05 2014 Thu 09 11 100 Chiswick Moran Hotel Rimpu Garg ANT 5T C1180 05 06 2014 Thu a3 100 Chiswick Tennis Club Rimpu Garg ANT 51 C1182 07 06 2014 Sat 09 00 11 00 Provisional 100 Chiswick Tennis Club Rimpu Garg ANT 51 C1160 19 06 2014 Thu 00 12 30 Provisional 100 Chiswick Tennis Club Rimpu Garg ANT 57 C1162 06 08 2014 Wed 09 00 12 00 St Andrew s Church Centre Rimpu Garg PNL 5C C006 NB The schedule will include ALL of your sessions in all the different roles you may have or different PSA Areas covered by you Example all courses in 5C 5D and 5T are shown in the above schedule even though the practitioner is logged onto her AN role in 5T If you are a BFC and facilitating a session for an Affiliate course then that specific session is unlikely to be listed in your schedule This is because Intrabiz can only add Affiliate teachers to an Affiliate courses Waiting List This menu option gives you a list of all bookings that are currently on a waiting list due to non availability of a suitable course PSA waiting for more information from clients before booking them on a suitable course or Or if clients are trying to decide between differ
9. SA on 19 February 2014 at 11 28 What do you wish to do Sign for your acceptance of this assignment x Please confirm your login password eovccccccce y accept this assignment Go Cancel Go 5 If your password is correct then at the bottom of the document the following message will be displayed to show that the above process was successful and the CAD is now signed This communication is intended to ensure Practitioners and the PSA both have the same expectations about the course to be run This agreement is void if the Practitioner s License to Practice expires Signed by Rimpu Garg as PSA on 19 February 2014 at 11 28 Signed by Rimpu Garg ANT as Practitioner on 24 February 2014 at 11 41 NB Please remember to scroll down to the bottom of the screen to check the above message If the password you entered was incorrect you will see the following message at the bottom of the assignment document This communication is intended to ensure Practitioners and the PSA both have the same expectations about the course to be run This agreement is void if the Practitioner s License to Practice expires Signed by Rimpu Garg as PSA on 19 February 2014 at 11 28 our password was not recognised as one of those you use to login Please try again What do you wish to do Sign for your acceptance of this assignment e Please confirm your login password accept this assignment Go C
10. access Intrabiz by using the URL https nct intrabiz co uk and logon using the Username and Password provided Q How do change my password A If you click on CHANGE PASSWORD on the left hand side menu you will be able to change your password to anything more memorable to you Q do not remember my login password details How can I reset them A Please contact Intrabiz Nicola Hilton nicola intrabiz co uk 0118 978 2625 or Regine Caster regine intrabiz co uk 0118 979 7079 and they can reset your password and email your user name and password for you to logon Q How do know what sessions am doing next A You can access your entire schedule of forthcoming courses in Intrabiz Click on Schedule in the left hand menu You will be able to see date time and venue of your next sessions This list is inclusive of all sessions scheduled for you in all PSA Areas and different roles you may have The only exception is if you are a BFC facilitating a session on an Affiliate course that session will not be listed in your schedule Q How can find phone number s of the other practitioner s on the course A The phone number of the other NCTP on the course can be found in the class list Q Where can I find address contact details of the venue A The address of the venue can be found on the class list If the venue has an emergency contact number stored in their record then this will be shown in the confidential class
11. ancel Go You would then need to re enter the correct password and click on I accept this assignment After you have successfully signed the document you will no longer see SIGN appended in your list of courses NB Intrabiz will generate an email if there is a change to the assignment document as a result of any change to the course Please access the latest document from the link in your email or as shown in the above steps You will also get an email if your assignment document is withdrawn Example if the course is cancelled Please ensure the assignment is signed as soon as you receive them and definitely within four weeks If you reject the assignment document please email your PSA to explain the issue Intrabiz Guide for Practitioners Page 13 Invoices There are two menu options available for Invoices Your Invoices and NCT Invoices The menu option Your Invoices is used to file invoices to claim your fees and for claiming other expenses NCT Invoices is the option to see the amount due by you to NCT usually the Annual Registration fees Your Invoices When a course is completed you can file an invoice to get your fees paid How to add a new Invoice 1 Click on YOUR INVOICES on the left hand side menu and select Add a new invoice as shown below YOUR COURSES Possible Actions gt Add a new invoice ALL COURSES WAITING LIST SCHEDULE Invoices filed by you in Qtr4
12. ass participants All clients on that list have given their agreement to their details being distributed to the class An example of a public class list is shown below NCT Chiswick amp Hammersmith Branch 5T C1182 Class List Run by Rimpu Garg 07811223344 with Mary Test 07800 112 233 Venue Chiswick Tennis Club Burlington Lane Chiswick W4 3EU This is a test Course Parking restrictions apply between 3 4pm Day Date Session 1 Thursday 05 06 2014 Session 2 Thursday 12 06 2014 Breastfeeding session This session will be held at Chiswick Moran Hotel 626 Chiswick High Road London W4 SRY This session will be facilitated by Mary Test Q7S00 112 233 Session 3 Thursday 19 06 2014 Postnatal Date and time to be confirmed Test Teacher 07311223344 15 07 2014 12345 Street LONDON WS 146 rimpu_garg nct org uk The Public Class list includes Y Course Reference Practitioners name amp telephone number Name and telephone number of any additional practitioner teaching that course Venue details Any notes added to the course e g Parking restrictions refreshment and other information for clients Course schedule LYNN NNN List of clients who have agreed to their details being distributed to the class The client s name address and email are followed by their telephone number on the next column and finally their EDD in the last column NB If a participant wishes to be included or excluded from the publ
13. e Fee claims may not be made in advance of work to be done Fee claims for the course should be submitted o later than 90 days after the last course date and claims for the reunion no later than 90 days after the reunion date Please ensure claims are submitted before the 90 day deadline NCT shall not be obliged to make any payments of fees if claims are submitted after more than 90 days he charity agrees to pay these fees within 30 days of submission of an accurate invoice for fees through Intrabiz Payment may be delayed if fee claims and claims for expenses both appear on a single invoice so it is strongly recommended that fees and expenses are claimed on separate invoices he total hours claimed by the named Practitioner for this assignment may not exceed the total number of hours stated above Fees are only payable for client contact time agreed in this schedule and carried out by the named Practitioner In the event of a course cancellation no fees shall be payable his communication is intended to ensure Practitioners and the PSA both have the same expectations about the course to be run This agreement is void if the Practitioner s License to ractice expires igned by Rimpu Garg as PSA on 19 February 2014 hat do you wish to do choose from list choose from list Sign for your acceptance of this assignment Reject this assignment in its current form Cancel Intrabiz Guide for Practitioners Page 12 4 In order to
14. ense policy and allowable claims in Babble using the following link https babble nct org uk info resources branch and volunteer support tools guides expenses 1st april 2012 0 Document titled Expense policy from 1st April 2012 will give details of the policy Q Why can t I claim for a session Why is it not appearing in the dropdown list of courses A You can claim for a session on or after the actual date of the session but within 3 months If you are unable to claim for a session the possible reasons are The date is in future The course is now Closed i e more than 3 months have passed since the last session on the course The session you facilitated was a BF session on an Affiliate course This will not appear in Intrabiz as Intrabiz only allows Affiliate teachers to be added to an affiliate course You will need to contact your Affiliate for these sessions You may be searching for a session that you facilitated in a different PSA Area or different role you may have Please make sure to select the appropriate PSA Area or Role from the dropdown box on the right hand side of the Title Bar See page 2 for details Q Why am I not able to claim for the Reunion A The Reunion dates are usually provisionally set up In order to claim for these Reunion the date needs to be firmed up in Intrabiz Please remember to notify your PSA of the Reunion dates when they are confirmed so that they can amend Intrabiz acco
15. ent courses Select Waiting List from the left hand menu and Intrabiz will show you the list as shown below Waiting List click on heading to sort table 1 B13557 Clare amp David 24 03 2014 Twins and No Chiswick amp W4 1AB 11 9 moved to the waiting list as booking Multiples Hammersmith lapsed for NW London course needs a TM Workshop course in Chiswick gt The first column shows the waiting list order number gt The second column is the booking reference followed by the client name EDD and the course type gt The next few columns before Branch show if the client have any preference with regards to day of the week Day time Evening Women only course gt The Branch column shows the clients preference for which Branch they would like a course in gt This is followed by the client s postcode and any notes associated with the booking which may also explain the reason behind why the clients are on the waitlist Intrabiz Guide for Practitioners Page 8 Client Bookings Intrabiz gives you the option of looking at detailed record of clients on your courses Client record includes details such as Contact details of clients Their Branch name NCT number Other additional information e g First baby Info for NCTP etc CL NNN To get these details go to Your courses and open the course you want to look at by clicking on the symbol i next to it You will see the list of bookings on this course as
16. ession on an ANT course Training Expenses ANT BFC PNL BB To be used for claiming expenses related to study training days Babble Live etc Travel ANT BFC PNL BB To be used to claim for travel related to specific courses facilitated by you Info Sheets BFC PNL To be used for claiming expenses related to Info Sheets wherever applicable Telephone To be used if claiming for BFC Counselling work Client Allowance Students To be used by Students when claiming for Client Allowance for courses facilitated by them If you are claiming travel expenses for study days or Babble Live use the category Training expenses Under the field Activity please select Antenatal Classes if you are ANT or BBP Breastfeeding counselling if you are a BFC or Postnatal Classes if you are a PNL 5 After selecting the category Teachers fees Intrabiz will give you a list of courses facilitated by you and will include the unclaimed fees in brackets as shown below Select the appropriate option New Invoice Item Category Teachers fees Activity peee Eb choose from lis AN Course C1014 55 00 AN Course C1015 412 50 AN Course 01049 453 75 AN Course C1072 365 00 AN Course C1090 365 00 AN Course 0 00 AN Course C908 0 00 AN Course C951 41 25 AN Course C971 66 75 AN Course C987 55 00 WEB Course C1107 66 75 Please note Y This list will onl
17. he Public class lists are included in this list but it also includes other confidential details such as v List of ALL attendees Public Class lists would only show clients who have agreed for their details to be shared in the Public class lists but Confidential class lists has details of all clients attending and that is another reason for not distributing the class list to the participants Y The Booking reference of clients e g 5T B13949 as shown in the above example Y Ifyou see the word Joining under the course reference this means that the clients have agreed to become members v Any client with Opted in shown below the course reference would be the ones who have agreed to share their details on the public class list Y Confidential information about client and or their pregnancy This is shown in the last column below EDD NB Please remember to go through the notes section for each client as there may be some important information that you may need to be aware of before the course starts Intrabiz Guide for Practitioners Page 11 Course Assignment Document When a course is added in Intrabiz a course assignment document is subsequently created for the practitioner facilitating that course The course assignment is an explicit contract for a fixed assignment with no promise of future work clearly agreed between two parties for an agreed price The course assignment is emailed to you as soon as it is approved by
18. hiswick amp Hammersmith P JulfAug due dates In this menu you have the option of searching for courses by reference number name of practitioner branch or venue Just type the search criteria in the box at the top of the screen and click on Go You can even search by course type For example if you want to look for Waterbirth workshop in your PSA Area then you can type Waterbirth in the search criteria and click Go Intrabiz will filter out from the entire list and show you only the Waterbirth courses NB You will get a list of all courses that are running in that PSA Area in this menu option However you will only be able to see details of the courses that are facilitated by you i e will have the symbol i for you to click on Possible Actions give you the option to search for courses that are bookable and are available on the course finder NCT Website In order to view these courses select View Course Finder courses under list of Possible Actions This will show you the course title as displayed on the website along with the Venue PC Post Code and the Places available on that course 57 Course Finder Courses click on heading to sort table 02 02 2015 02 02 2015 Early Days postnatal course in Chiswick amp Hammersmith Branch 57 C1185 Devonshire Day Nursery D 26 06 2014 26 06 2014 Waterbirih course in Chiswick amp Hammersmith Branch for May June and July due
19. ic class list you must advise your PSA to make the amendment Intrabiz Guide for Practitioners Page 10 Confidential Class Lists The confidential class list is for the exclusive use of the teacher It contains all information on all attendees including clients who have requested for their information not to be distributed NB There can be some confidential sensitive data in this class list and hence must NEVER be distributed to the class participants Example of the Confidential Class list is shown below NCT CONFIDENTIAL Chiswick amp Hammersmith Branch 5T C1182 Class List Run by Rimpu Garg 07811223344 with Mary Test BFC 07800 112 233 Venue Chiswick Tennis Club Burlington Lane Chiswick W4 3EU This is a test Course Parking restrictions apply between 3 4pm Day Date Session 1 Thursday 05 06 2014 Session 2 Thursday 12 06 2014 Breastfeeding session This session will be held at Chiswick Moran Hotel 626 Chiswick High Road London W4 SRY This session will be facilitated by Mary Test 07500 112 233 Session 3 Thursday 19 06 2014 Postnatal Date and time to be confirmed 5T B13949 Test Teacher 07311223344 15 07 2014 Joining Opted in rimpu qa net uk Ealing 542 5T B13951 Mary Test 07711 223 344 15 06 2014 1234 Street LONDON IVF Expecting twins W4 6AX abcdef aqmail com Chiswick amp Hammersmith 509 The Confidential class list looks very similar to the Public class list All details in t
20. list Q Where do find if there are any notes about clients that should be aware of before the course starts A If the clients have any additional information about themselves and or their pregnancy this is added in the Info to NCTP field in Intrabiz You can see this in the confidential class lists or on the individual client booking record which you can access by clicking on i next to that booking details in the Client Booking section Q Can see more details of clients than the ones shown on the class lists e g is it the client s first baby A Yes you can see details of clients by looking at their booking record Please see one of the previous sections titled Client Bookings Q How do know that have pending Course assignment documents A When you select Your courses option in the left hand menu any course with an unsigned assignment document will explicitly show SIGN added next to that course Q Where can find the Course assignment document How do sign reject the course assignment document A Open the course by clicking on i next to the course You can find the course assignment document if you scroll down to the bottom of the course details Follow steps shown on page 12 13 in order to sign reject the document Intrabiz Guide for Practitioners Page 19 Q How can find out what the allowable claims are Where do find out what mileage can claim A You can find the NCT Exp
21. llowing link to get details https babble nct org uk info resources branch and volunteer support tools guides expenses 1st april 2012 0 NCT Invoices Re registration Fee Your annual re registration fee is shown under this menu option in Intrabiz You can view the quarterly invoices by clicking on NCT Invoices in the left hand menu You will see an Invoice Reference date and Amount as shown below YOUR COURSES NCT invoices filed in Citr 13 14 or not yet complete A _ Ref Date Amount Paid in a e O 5T IW87 03 09 2013 19 80 No SCHEDULE YOUR INVOICES NCT INVOICES Click on the i next to this invoice to see details The note on the invoice line describes how the figure has been calculated as shown below NCT Invoice Ref AE Date 03 09 2013 Amount 19 30 Paid Mo Possible Actions gt Back to list Printer friendly version of this invoice ltems Antenatal classes annual registration fees 19 80 2013 14 5T 660 00 Details of re registration fee can be found on the following link httos babble nct org uk info resources delivering services parents admin nct practitioner re registration fees Please note that the re registration fee is deducted from the next fee payment following the end of the quarter So if the full amount is not paid on your invoice the deduction of your re registration fee could be a reason Intrabiz Guide for Practitioners Page 18 FAOs Q How do I logon A You can
22. mitted No AN Course C1014 teachers fees 55 00 New Invoice ltem Category Activity Amount 45375 16h30m 27 50 Motes Add this item to the invoice Finish adding items Go round this cycle as many times as necessary and finish by clicking on the go button next to Finish adding items 8 Once you are satisfied that your invoice is complete and correct click on the action Submit this invoice as shown below Invoice Ref 5T PU2385 Filed in Qtr 13 14 Amount 508 75 Submitted Ho y Possible Actions Submit this invoice Add more items to this invoice Modify the invoice details ltems AN Course C1014 teachers fees 55 00 AN Course C1049 teachers fees 453 75 Intrabiz Guide for Practitioners Page 16 NB Once submitted your invoice will be awaiting approval from your PSA and subsequently payment from NCT UK Office Please remember to submit receipts wherever required If you are invoicing for an expense which covers more than one course then you should split it between the correct courses If the expense is not related to specific courses then choose the general activities e g Antenatal classes at the bottom of the list If you are invoicing your fees for giving a breastfeeding session on an antenatal course then use the special BFC fees on AN courses category rather than Teachers fees Please note that in order to claim for the reunion that was provisionally set
23. part of a course select Your Courses option in the left hand menu Intrabiz will give you the list of courses as shown below Your Active Courses click on heading to sort table f 06 11 2013 20 11 2013 NCT Signature antenatal Chiswick amp Hammersmith El 5 3 o o 0 04 12 2013 14 12 2013 NCT Signature antenatal Chiswick amp Hammersmith El 6 0 a o o Jan to mid Feb due dates 1401 2014 1401 2014 Waterbirih Chiswick Hammersmith 0 a 5 0 Cancelled February March amp April due dates C1061 08 01 2014 25 01 2014 NCT Signature antenatal Chiswick amp Hammersmith El o a 3 3 Babies due mid Feb and March C110 05 02 2014 01 03 2014 NCT Signature antenatal Chiswick Hammersmith 0 0 Cancelling late March amp April due dates C1152 05 03 2014 03 04 2014 NCT Signature antenatal Chiswick amp Hammersmith El i 3 lt lt sign late April and May due dates O C1107 03 04 2014 28 04 2014 NCT Signature antenatal Chiswick amp Hammersmith On i 6 O late May and June due dates AT RISK deadline in 2 days gt The first column shows the course reference This reference is unique within your PSA Against each course reference is a symbol i By clicking on this symbol you can get details of that particular course gt The second column shows you the Start Date of that Course followed by the End Date in column 3 gt The course type is displayed in column 4 followed by Branch name in column 5 Under Column 4 Type you can
24. r to view your courses in that specified role or PSA Area To move between different roles or PSA Areas select the dropdown options in the right hand side of the title bar Intrabiz only displays courses that are active or have a session in the current quarter If you cannot see old courses it is probably because they are in a previous quarter To move between quarters use the two sets of arrows at the top of the screen in the middle of the title bar Intrabiz Guide for Practitioners Page 5 View all courses You can get a list of all courses running in your PSA Area excluding Affiliate courses by selecting All Courses option in the left hand menu Find a course by reference practitioner branch or venue A Find Possible Actions gt View Course Finder courses Show Course Finder courses on map Active Courses click on heading to sort table For CF Paid Rsvd Enq Avbl Lpsd C1185 02 02 2015 02 02 2015 Early Days postnatal Postnatal Leader PHIL Chiswick amp Hammersmith On o o gt o C1167 26 06 2014 26 06 2014 Waterbirth Test Teacher ANT Chiswick amp Hammersmith On May June and July due dates C1159 20 06 2014 20 06 2014 Twins and Multiples Workshop Mary Test ARTS Morth West London twins amp multiples due late May June and July 15 06 2014 26 06 2014 NCT Signature antenatal Test Teacher ANT Hampstead amp Camden JulAug due dates Mary Test BPC 2 05 06 2014 12 06 2014 NCT Signature antenatal Rimpu Garg ANT C
25. rdingly You will then be able to claim on or after the date of the Reunion Q Why have not received the full amount of my course A In all likelihood the reason for this is the deduction of re registration fee The re registration fee is deducted every quarter from the next fee payment Q What is Re registration fee and how is this calculated A You can see the re registration fee and how it is calculated under NCT Invoices option in the left hand menu For a more general explanation please see the following link on Babble httos babble nct org uk info resources delivering services parents admin nct practitioner re registration fees Q am not sure of the category to assign my expenses to A The field Category has different options available in the dropdown list depending on your role Based on the claim type see the table on page 15 for some ideas on the category to select If you think your claim type does not fall under any of the listed categories please contact your PSA Intrabiz Guide for Practitioners Page 20
26. s will be shown in the drop down box below your name Between the PSA Area name and your name are three icons e The first icon is for the Home screen which is the first page you get to after you log on e The Print button will give you a print of the screen e The help button will give you access to the user manual Left hand menu options PO 1 YOUR COURSES This gives a list of all courses that you are running Mm Ct 2 ALL COURSES This will give a list of ALL courses in that PSA Area YOUR COURSES 3 WAITING LIST This field has the list of all clients on Waiting List in dera that PSA Area WAITING LIST 4 SCHEDULE Schedule of your upcoming sessions can be found under SCHEDULE this menu option YOUR INVOICES NCT INVOICES 5 YOUR INVOICES You can use this menu to add new invoices as well CHANGE PASSWORD as track status of those you have already raised Sr 6 NCT INVOICES Under this section will be invoices raised by NCT e g your re registration fee You can change your password using the option available in this menu To logoff from Intrabiz please select the last option available in this menu Intrabiz Guide for Practitioners Page 4 Courses How to view list of Courses You can view Courses in your selected PSA Area by using the different options available in the left hand menu on the home page View your courses In order to view your own courses only e where you are facilitating all or
27. shown in the previous section You can see details of the clients by clicking on the symbol i next to each of them An example of a client record is shown below Booking 5T B13923 Course AN Course C1180 57T C1180 Clients Sam amp John Test Address 123 Street Town LONDON Postcode Wa TAB Phone OrTTr66 225 511 Email iCcaetfin i NCT Number Partner NCT Number Birth due date 15 06 2014 First baby Wes Info for NC TP Expecting twins Allow in class list Yes NCT may contact Na Third parties may contact No How heard Friend Status Confirmed on 11 03 2014 Enquiry date 07 01 2014 Pack sent 11 03 2014 Offer email sent 11 03 2014 Acceptance date 11 03 2014 Confirmed 11 03 2014 Confirmation sent 11 03 2014 Possible Actions gt Back to course Intrabiz Guide for Practitioners Page 9 Class Lists As explained in the previous section class lists are found in the list of Possible Actions To get these click on Your Courses in the left hand menu and open the Course for which you need the Class List Scroll down to the list of Possible Action and select View public class list or View confidential class list NB If you are facilitating a BF session on an Affiliate course you may need to contact your Affiliate teacher in order to get these class lists as you will not have access to these courses in Intrabiz Public Class Lists The public class list is the list which can be distributed to all cl
28. sign 1 The first few lines show you the Course Reference Venue Course fee and any additional information applicable to the course You can also see if the Course Finder is set to Yes or No If it is set to Yes then the Course will be visible on the website for clients to book if spaces are available on the course 2 This is followed by the course schedule This shows the date time of the session and any additional notes that may be applicable to a specific session 3 The schedule is followed by a list of Possible Actions If you wish to go back to your list of Courses then please select Back to list option To view the class list select either of the two options given Details of these class lists are explained later in the manual 4 The next section is Bookings Here you can see a comprehensive list of the clients on the course along with their status i e Confirmed Reserved Enquired or Cancelled 5 The final section will show the status of Course Assignments e whether they are signed withdrawn or need to be signed Details of this can be found later in the manual Intrabiz Guide for Practitioners Page 7 Schedule When you click on SCHEDULE you will see a list of all the sessions you are due to run in chronological order as shown below Date day of the week time and venue of the session are included for your reference Schedule of course sessions for Rimpu Garg 01 05 2014 Thu
29. sign the CAD you need to select the first option from the drop down Intrabiz will ask for your password Please enter your login password and select I accept this assignment ees may be claimed monthly for completed work or on completion of the course Fee claims may not be made in advance of work to be done Fee claims for the course should be submittec o later than 90 days after the last course date and claims for the reunion no later than 90 days after the reunion date Please ensure claims are submitted before the 90 day deadline NCT shall not be obliged to make any payments of fees if claims are submitted after more than 90 days he charity agrees to pay these fees within 30 days of submission of an accurate invoice for fees through Intrabiz Payment may be delayed if fee claims and claims for expenses both appear on a single invoice so it is strongly recommended that fees and expenses are claimed on separate invoices he total hours claimed by the named Practitioner for this assignment may not exceed the total number of hours stated above Fees are only payable for client contact time agreed in this schedule and carried out by the named Practitioner In the event of a course cancellation no fees shall be payable his communication is intended to ensure Practitioners and the PSA both have the same expectations about the course to be run This agreement is void if the Practitioner s License to Practice expires Signed by Rimpu Garg as P
30. sometimes see AT RISK deadline in x days as shown above for course reference C1107 These are courses that have been marked by the PSA on risk of cancellation as they are not currently breaking even gt Column 6 CF shows the Course Finder status When Course Finder status shows On this means that the course will appear in the course search results on the NCT website if has space available and it fulfils the search criteria used by the clients EL stands for Eligible which means that the course is full but will appear on the website if spaces become free gt The rest of the columns show number of bookings Paid Reserved Enquired and how many spaces are Available or have lapsed gt Towards the end of the Columns you may see certain words to show status of the course e g Complete Cancelled and Cancelling Or you may see the word Sign This means that the Course Assignment Document for that Course needs to be signed by you Details of the signing process will be explained later in this manual The asterisk in the End Date column shows that the courses are sorted by the End Date You can sort the courses according to any column by simply clicking on that heading Example if you want to sort the courses alphabetically by Type then click once to arrange it in ascending order or twice for descending order NB If you have multiple roles or PSA Areas you would have to select each one of them separately in orde
31. y have sessions for which you can claim You may not be able to claim for sessions that are yet to be facilitated i e in the future or for provisional sessions e g reunion Y You may be able to enter your claim on the day of your session or anytime after However please remember to claim within 3 months of the session Y Any course that shows 0 00 means that you have already claimed the full amount due for that course There may be pending reunion sessions in that course but as they are still provisional you may not be able to claim for those sessions Intrabiz Guide for Practitioners Page 15 6 After you have selected the course from the drop down list Intrabiz will automatically add the unclaimed amount to the field Amount It will also show calculations of how it has arrived at that amount in brackets for your reference New Invoice Item Category Teachers fees Activity eerste eee Amount 55 00 14h Notes Add this item to the invoice Finish adding items You can add notes if needed to the above If you wish to add more claims to this invoice you may do so by selecting Go next to Add this item to the invoice 7 When you select Add this item to the invoice in order to add more items to this invoice Intrabiz will give you the following response Follow the same steps as above in order to add more claims to this invoice Invoice Ref 5T T PU2385 Filed in ir 13 14 Amount 55 00 Sub
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