How to Add an Outcome Payment Rule Template (WA)

How to Add an Outcome Payment Rule Template (WA)

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Overview
The Outcome Payment Rule Template specifies which outcome codes are eligible for payment by the state government, as defined in funded contracts. It ensures transparency by outlining payable outcomes, helping service providers align with contract requirements and streamline financial processes. By clearly defining payment rules, the template supports accountability, reduces disputes, and promotes efficient allocation of public funds.

In this tutorial, we will guide you through the step-by-step process of adding an Outcome Payment Rule Template for the state of New South Wales (NSW), helping you set up rules that ensure accurate and timely payment for eligible outcomes.

WarningIMPORTANT: This exclusive feature is only available for Performance and Compliance Plus Package subscribers. Unlock the full potential of your SMS with the Performance and Compliance Plus Package. To upgrade your plan and access this feature, please contact our Support team.

Notes
Step Tutorial

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NOTE: The Contracts module must be enabled in your SMS before you can access this page. Please contact us to enable this feature, if eligible.

1. From the sidebar menu, go to Finance > Contracts > then Outcome Payment Rule Templates.

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NOTE: We have several contract-related templates available for use. We recommend reviewing these templates before applying them. Any necessary modifications can also be made.
Please contact us if you would like these templates uploaded to your SMS.

2. In the Outcome Payment Rule Templates page, click the New button.

This will open the modal for the New Outcome Payment Rule Template.

  1. Name – Add a name for your template.
  2. State – Select the specific state for your template. In this tutorial, select WA.
State-specific Outcome Payments fields will display once a state is selected.
  1. Outcome Payments – Set an outcome payment for each unit of competency from the dropdown field. For WA, these are the available options: Percentage of Total, Hours Completed, and Do Not Pay.
InfoNOTE: You can choose to exclude the unit outcome from the report by ticking Exclude from Report.

Once done, click the Save button.


And that’s how to add an outcome payment rule template for the state of WA in the SMS!


Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.


FAQs
Why can’t I access the Outcome Payment Rule Templates page?
Access to this page requires the Contracts module to be enabled in your SMS. Please contact Support to confirm eligibility and request activation.
Can I modify a template after it has been created?
Yes. Existing templates can be edited at any time to update payment rules, rename the template, or adjust outcome settings as required.
To edit or delete a template, click the Action button and select the desired option.