Choose the columns shown on NDIS service agreement items

This article explains how to choose which service agreement item columns show on NDIS service agreements, and in what order.

Each NDIS service agreement lists its service agreement items in a table. You can choose which fields show as columns in that table, and the order they appear in, so your team sees the details that matter most to them. The setting applies to every NDIS service agreement in your organisation.

By default, the table shows Name, followed by Site, Service, Service Type, Rate, Delivery Ratio, Quantity, Qty Remaining, Total, Delivered, and Remaining. You can change these columns at any time, except Name, which is always shown first.

To choose the columns shown on NDIS service agreement items:

1. Click on the App Launcher (nine dot grid icon).
2. Click in the Search apps and items... field and type Lumary Settings.
3. Click on the Lumary Settings text link.
4. Click on the Service Agreements tab.
5. Find NDIS SAI Columns. The Chosen list shows the columns currently shown on NDIS service agreements, in order.

6. To add a column, select it in the Available list and click the right arrow button. To find a field quickly, type part of its name in Search available columns. You can choose up to 13 columns, some fields use more space than others, so you might hit the limit sooner.
7. To remove a column, select it in the Chosen list and click the left arrow button.
8. To change the order, select a column in the Chosen list and click the up or down arrow button. The column at the top of the list appears first after Name.
9. Click on the Save button.

The service agreement items table on each NDIS service agreement now shows the columns you chose, in the order you set.

Service agreement items whose end date has passed are hidden from the table by default. To see them, turn on the toggle at the top of the Service Agreement Items section.

Some columns follow their own rules, and can't be added to the Chosen list:

• Program shows when the Service Agreement Show Program setting is turned on, and on programs of support (POS) agreements. It appears after Service.
• Funding Management always shows. It appears after Rate, or at the end of the table if Rate isn't one of your chosen columns.

Users only see the columns for fields they have access to. Other types of service agreement keep their usual columns and layout.