This page is for staff and trainers from NASCs and EGL sites, to support the understanding and training for the Web App.
This is not a publicly advertised link, so please do not circulate a link to this page to others outside of these organisations.
Information and resources will be uploaded here as they are developed. If you have any questions or feedback, please email
If you have queries around Indicative Ranges please email
On this page
Reference Guidance
- Outcomes based indicative range guide (Word 1.4 MB)
- Outcomes based indicative range guide (PDF 1.5 MB)
- Outcomes based indicative range reference tables (Powerpoint 100 KB)
Online briefing videos
With release 4 of the Web App we have held online briefings outlining its features. Here are recordings of them. Note that work is underway to update the captions on these videos.
- Web App R4 technical overview (Youtube 18 minutes) external
- Web App R4 practitioner guidance (Youtube 25 minutes). external
We are separately preparing answers to questions raised in these briefings, and you can find them here when they are available.
Release notes
These materials include all documentation supporting trainers and users of the Web App tool.
Next release
Release 4
Release 4 will go live in September and contain these updates:
- Multiple funding plans: Users will be able to create multiple funding plans for one assessment, including duplicating plans from a previous version.
- Smarter notifications and status handling: Fewer, more useful notifications, plus more flexibility to move assessments back a status.
- Improved dashboard: Clearer filters and labels, new columns, organisation switching for managers, and full assessment history always accessible.
- Clearer assessment process: Required fields marked, mandatory Assessment Date, always-downloadable assessments, and an improved progress bar.
Training pack
- Download the release 4 training pack (Powerpoint 4.4 MB)
- Socrates v2 User guide v4
- R4 Web App Video – General Updates (4 minutes) external
- R4 Web App Video – Assessment Functionality Updates (4 minutes) external
- R4 Web App Video – MyDSS Funding Plan Updates (2 Minutes) external
Support materials
Updated User Guide (July 2026)
The User Guide below provides a comprehensive guide of all Web App functionality and should be referred to in the first instance.
Train the Trainer packs
Each training pack provides further guidance on the use of the Web App.
- Release 4 Training Pack (Powerpoint, 4.4 MB)
- Release 3 Training Pack (4.20 MB)
- Release 2.1 Training Pack (3.20 MB)
Offline templates
Assessment mind maps
You can download and share these mind maps to help disabled people, families, whānau and carers prepare for an assessment. These are available for four life stages.
If filling out these documents use a blank Word document to capture extra information if required.
- Pre-School – Fillable PDF
- Primary-Intermediate – Fillable PDF
- High School – Fillable PDF
- Adult – Fillable PDF
Reference material
These documents are an offline reference version of the digital assessment. They are not intended to be read verbatim or used as a script during an assessment.
- Life Stage Before School (0-2yrs) (Word 141 KB)
- Life Stage Before School (2-3yrs) (Word 140 KB)
- Life Stage Before School (3-4yrs) (Word 138 KB)
- Life Stage Before School (4-5yrs) (Word 138 KB)
- Life Stage School to end of Intermediate (Word 138 KB)
- Life Stage High school to leaving school (Word 137 KB)
- Life Stage Adulthood (Word 138 KB)
MyDSS Funding Plan
- Drop-down fields used for completing the My DSS Funding Plan.
- Download a MyDSS Funding Plan template.
Other resources
Process maps
The following maps provide an in-depth look at the different roles and responsibilities in the Web App, and how the systems interact with each other:
Frequently Asked Questions (FAQs)
Answers to commonly asked questions about the Web App and the flexible funding allocation process List of FAQS (collated from training and drop-in sessions)
Previous releases
Release 3
Release 3 went live in late May and introduced these upgrades to the Web App:
- Before school life stage refined: The preschool life stage was be split into four life stages, offering more contextual ‘Important Information’ statements.
- Dashboard view updated: The ‘assigned’ column is added to the actions required view, allowing filtering of assessments/plans per status, for example, ‘MyDSS Funding Plan’.
- Updating sections: The sections ‘Situations, Life Transitions, Support Multiplier, Tool Reliability, and Override’ were removed from the navigation bar.
- Manager reassign/update details: Managers can re-assign an assessment to another person in their organisation, and update personal details, for example people’s names.
- MyDSS Funding Plan enhancements: Includes updating the character limit of the description, adding ‘Provider’ and ‘Notes’ fields, ‘unique ID’, and improving the download.
- End assessment: Assessments can be ended while in-progress, with a reason captured, for example ‘Requires Residential Care’, or ‘DSS no longer required’.
- Bulk import/export of Indicative Ranges: To make the IR creation process more efficient.
Training pack
Release 2.1
Release 2.1 went live on Wednesday 15 April, and introduced some minor functionality to improve assessment, MyDSS Funding Plan, and Indicative Range support. This included:
- Improved assessment download: A new ‘Mindmap’ option for downloading completed assessments to share with the disabled person.
- MyDSS Funding Plan update: ‘Indicative Range (IR)’ field replaced with ‘Total cost’.
- IR Support team – request more info: Our IR team can return assessments to the NASC/EGL for more information before completing the IR.