The document outlines the requisition and brokerage approval process at RAI INALA. It involves a community support worker generating a requisition form after gaining approval from a senior practitioner. The form must relate to the client's case plan. Once approved by the senior practitioner, the admin officer files the hard copy and notifies relevant parties by email and task. The approved form is then attached to invoices or receipts and submitted to the service manager according to financial procedures.

1. RAI INALA
REQUISTION/BROKERAGE FLOWCHART
Important
After gaining approval from Senior
Practitioner, CSW generates a
Requisition Form.
S:CSW/Client Forms/Requisition
Form.
Before Brokerage can be
requested CSW must liaise with
Senior Practitioner and discuss
how the expense relates or fits
into the Case Plan.
A Hard copy of the Approved
Requisition Form is generated and
keep on File by Admin Officer and
a Task is set up by AO in Outlook
with a copy of the Rec Form
included.
CSW saves the Requisition
Form in Client File.
The Rec Form is then attached
to an email and sent to the
Senior Prac for Approval.
Once the Admin Officer receives
Approved Rec Form, it is saved
back to the Client File in new
Folder ‘Approved Rec Forms’.
A Watermark ‘Approved’ is added
to the Form to verify approval.
Once action (payment) has been
completed, the Rec Form is
attached to Inv or Receipt for
verification of Approval.
Senior Prac Approves the Rec
Form (entering name and date)
and forwards attachment to the
Admin Officer to action, Cc’ing
the Service Manager in to email.
Inv/Receipt with Approved
Requisition Form is submitted to
Service Manager as per
Finance/Accounts Flowchart.
• All expenses over $50 need
approval.
• Notify on Rec Form if URGENT.
• Is this a NEW Supplier?
• For Items Under $100 – Petty
Cash, if over Acc if possible.
• If Possible supply MEDICARE
Number.