For controlled AI adoption
Give AI a useful first job and a clear human review boundary.
An optional operations and governance pack for ChatGPT Work and Claude Cowork setup, permissions, privacy, human review and ten low-risk first workflows.
Use this editable starting point within your own service context. Confirm what applies, tailor it to your organisation and implement the controls in practice.
Why this pack
Use this pack to move from informal ChatGPT or Claude use to an approved NDIS AI governance system. It covers workspace selection, permissions, privacy, vendor review, human approval, incidents and ten low-risk workflows, while keeping participant and worker information behind explicit organisational decisions.
What you receive
A few included resources
Sample shown: ChatGPT Work Workspace Roles Permissions Apps Models and Personalisation Guide
View every included fileImplementation sequence
Do not open every file at once. Establish the scope and controls first, then configure service records and review how the workflow performs.
Choose an approved workspace
Set roles, apps and permissions
Adopt privacy and human-review controls
Pilot synthetic first workflows before live use
Questions before you buy
Clear answers about scope, suitability and what the purchase does not replace.
It covers ChatGPT Work and Claude Cowork workspace decisions, roles, permissions, privacy controls, human review and ten low-risk workflows to test before live use.
Not automatically. Your organisation must approve the tool and workspace, assess privacy and data handling, configure access, and decide what information is permitted before live use.
No. ChatGPT and Claude subscriptions are separate, and the workflows retain human approval for sending, publishing, deleting or other consequential actions.
Build your order
Your cart keeps the packs you’ve chosen. Review your selection and optional extras before checkout.
Quality & assurance
Editable masters · Built-in instructions
An optional operations pack for useful AI workflows with human review.
Discounted buy-all option
Get all nine packs for $999 AUD
Upgrade this order for $750 more. Master saves $1,442 against buying every pack separately and contains no duplicate files.
Start with Read first, then configure the working documents you need. Specialist and other conditional templates apply only to the services and circumstances stated. Completion instructions stay inside the templates. Supporting guides cover setup and specialist decisions, without separate completed-example files.
Start with the setup and decision guides before adopting documents.
Safe Use Licensing and Adoption Guide
Keep purchased masters, provider-adopted templates and completed records distinct while applying the one-entity licence.
Applies to Foundation · Module CONTROL
CC-FND-CONTROL-001-S-safe-use-licensing-and-adoption-guide.pdf
Delivery folder: 01 Read first
AI Safe Setup and Governance Guide
Establish a bounded, owned AI pilot and an approval route before any participant or workforce information is introduced.
Applies to Ai In Ndis · Module GOV
CC-AIN-GOV-001-S-ai-safe-setup-and-governance-guide.pdf
Delivery folder: 02 Working documents
AI Tool Selection Privacy Consent and Data Classification Guide
Decide whether a proposed AI tool, account and workflow are suitable for a defined data class and purpose before granting access.
Applies to Ai In Ndis · Module GOV
CC-AIN-GOV-002-S-ai-tool-selection-privacy-consent-and-data-classification-guide.pdf
Delivery folder: 02 Working documents
ChatGPT Work Workspace Roles Permissions Apps Models and Personalisation Guide
Configure and verify the available ChatGPT workspace, account, app, model and personalisation controls for an approved provider workflow.
Applies to Ai In Ndis · Module OPENAI
CC-AIN-OPENAI-001-S-chatgpt-work-workspace-roles-permissions-apps-models-and-personalisation-guide.pdf
Delivery folder: 02 Working documents
Claude Cowork Setup Permissions Connectors and Personalisation Guide
Set up a bounded Claude Cowork working area and verify file, connector and action permissions before provider work is attempted.
Applies to Ai In Ndis · Module CLAUDE
CC-AIN-CLAUDE-001-S-claude-cowork-setup-permissions-connectors-and-personalisation-guide.pdf
Delivery folder: 02 Working documents
Ten First AI Workflows for NDIS Providers
Introduce ten bounded provider workflows through synthetic exercises, expected outputs and explicit human acceptance criteria.
Applies to Ai In Ndis · Module WORKFLOW
CC-AIN-WORKFLOW-001-S-ten-first-ai-workflows-for-ndis-providers.pdf
Delivery folder: 02 Working documents
AI Email Triage and Inbox Clean Up Guide
Produce reviewable email classifications and clean-up proposals while preserving messages, privacy and action authority.
Applies to Ai In Ndis · Module WORKFLOW
CC-AIN-WORKFLOW-002-S-ai-email-triage-and-inbox-clean-up-guide.pdf
Delivery folder: 02 Working documents
AI Support Plans Reports and Document Refinement Guide
Refine provider drafts against supplied evidence without inventing participant preferences, progress, professional conclusions or clinical directions.
Applies to Ai In Ndis · Module WORKFLOW
CC-AIN-WORKFLOW-003-S-ai-support-plans-reports-and-document-refinement-guide.pdf
Delivery folder: 02 Working documents
Branding Templates and Building a Controlled Document Library Guide
Personalise purchased editable templates consistently while preserving their substantive fields, decision prompts, versions and controlled-master history.
Applies to Ai In Ndis · Module WORKFLOW
CC-AIN-WORKFLOW-004-S-branding-templates-and-building-a-controlled-document-library-guide.pdf
Delivery folder: 02 Working documents
The everyday policies, forms and registers to configure for your service.
Privacy Consent Information Sharing and Records Policy and Procedure
Set the organisation's approved position, authority and controls for privacy consent information sharing and records policy and procedure
Applies to Foundation · Module CONTROL
CC-FND-CONTROL-005-S-privacy-consent-information-sharing-and-records-policy-and-procedure.docx
Delivery folder: 02 Working documents
Document Register Blank Edition
Capture the decisions and evidence required for document register
Applies to Foundation · Module REG
CC-FND-REG-001-B-document-register-blank-edition.xlsx
Delivery folder: 04 Registers and review
AI Systems Permissions Connectors and Review Register
Capture the decisions and evidence required for ai systems permissions connectors and review register
Applies to Ai In Ndis · Module REG
CC-AIN-REG-001-S-ai-systems-permissions-connectors-and-review-register.xlsx
Delivery folder: 04 Registers and review
AI Governance and Acceptable Use Procedure
Give staff a sequenced operating method for ai governance and acceptable use procedure
Applies to Ai In Ndis · Module GOV
CC-AIN-GOV-003-S-ai-governance-and-acceptable-use-procedure.docx
Delivery folder: 02 Working documents
AI Privacy Consent and Data Handling Procedure
Give staff a sequenced operating method for ai privacy consent and data handling procedure
Applies to Ai In Ndis · Module GOV
CC-AIN-GOV-004-S-ai-privacy-consent-and-data-handling-procedure.docx
Delivery folder: 02 Working documents
AI Human Review and External Action Procedure
Give staff a sequenced operating method for ai human review and external action procedure
Applies to Ai In Ndis · Module GOV
CC-AIN-GOV-005-S-ai-human-review-and-external-action-procedure.docx
Delivery folder: 02 Working documents
AI Incident Response Procedure
Give staff a sequenced operating method for ai incident response procedure
Applies to Ai In Ndis · Module GOV
CC-AIN-GOV-006-S-ai-incident-response-procedure.docx
Delivery folder: 02 Working documents
AI Vendor and Connected System Approval Procedure
Give staff a sequenced operating method for ai vendor and connected system approval procedure
Applies to Ai In Ndis · Module GOV
CC-AIN-GOV-007-S-ai-vendor-and-connected-system-approval-procedure.docx
Delivery folder: 02 Working documents
AI Readiness Assessment Blank Edition
Complete before selecting a pilot.
Applies to Ai In Ndis · Module TOOLS
CC-AIN-TOOLS-001-B-ai-readiness-assessment-blank-edition.docx
Delivery folder: 02 Working documents
AI Vendor Assessment Blank Edition
Assess the exact product, plan, region, execution surface and connected services you intend to use.
Applies to Ai In Ndis · Module TOOLS
CC-AIN-TOOLS-002-B-ai-vendor-assessment-blank-edition.docx
Delivery folder: 02 Working documents
AI Use Case Approval Record Blank Edition
Approve one defined workflow and data boundary, not AI use generally.
Applies to Ai In Ndis · Module TOOLS
CC-AIN-TOOLS-003-B-ai-use-case-approval-record-blank-edition.docx
Delivery folder: 02 Working documents
AI Workflow Design Record Blank Edition
Design the whole workflow from approved input to accepted record.
Applies to Ai In Ndis · Module TOOLS
CC-AIN-TOOLS-005-B-ai-workflow-design-record-blank-edition.docx
Delivery folder: 02 Working documents
AI Output Review Record Blank Edition
Review against the original authorised sources, not the apparent confidence of the answer.
Applies to Ai In Ndis · Module TOOLS
CC-AIN-TOOLS-006-B-ai-output-review-record-blank-edition.docx
Delivery folder: 02 Working documents
AI Incident Record Blank Edition
Use for unexpected access, disclosure, harmful output or unapproved action.
Applies to Ai In Ndis · Module TOOLS
CC-AIN-TOOLS-008-B-ai-incident-record-blank-edition.docx
Delivery folder: 02 Working documents
AI Client Notice and Consent Record Blank Edition
Personalise the client-facing notice for one proposed use before discussing it.
Applies to Ai In Ndis · Module TOOLS
CC-AIN-TOOLS-009-B-ai-client-notice-and-consent-record-blank-edition.docx
Delivery folder: 02 Working documents
AI Prompt and Workflow Library
Specify repeatable AI tasks with authoritative inputs, constrained permissions, expected outputs and a recorded human acceptance decision.
Applies to Ai In Ndis · Module WORKFLOW
CC-AIN-WORKFLOW-005-S-ai-prompt-and-workflow-library.docx
Delivery folder: 02 Working documents
Free practical guidance
Choose an approved workspace, classify data, control connections, require human review and begin with low-risk workflows.
Read the free guideReview privacy, oversight and governance questions before adopting a tool.
Read this resourceSee how live roles, scopes and audit evidence apply to connected AI work.
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