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App Installation Guide

Easy instructions for downloading and saving the DS Portal app straight onto your phone, tablet, or computer so you can access it quickly from your home screen.

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About the Portal

An introduction to the new Delegated Services Portal, explaining why we updated the system and how it helps DS and our customers work together more easily.

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Registering for the Portal

A simple guide to creating your personal account on the portal, confirming your details, and getting logged in for the first time.

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Personnel Setup Guide

Learn how to set up your organisation's initial list of staff members and prepare user accounts before you start using the main portal features.

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Staff & Role Management

Instructions for management on how to update staff details, manage permissions, and assign roles like Trip Leader or Emergency Contact.

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Visit Management FAQ

Find quick answers about planning group trips and outings, including risk assessment rules, approval steps, and what the different status colours mean.

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Creating a New Visit

How to start planning an activity or group visit on the portal once your organisation profile and staff list have been set up.

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Completing Visit Questions

A checklist for the final submission phase. Learn how to verify your form indicators and ensure all mandatory documents are attached before locking your requ...

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Document Upload Process

How to add files and paperwork to your visit request, including guidance on allowed file types, file size limits, and our automatic virus check.

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Visit Approval Workflow

See exactly what happens to your visit form after you hit submit. Learn how the review process works between your internal coordinator, your manager, and the...

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Managing Venues & Providers

Instructions for adding venues and providers outside active form spaces, including the validation profiles for AALA licenses and LOtC quality badge certifica...

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Master Visits Form Reference

A complete on-screen text copy of every single question found inside the main visit form. Use this reference to preview data entry requirements, trip categor...

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