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Dynamic NDIS Location Matching

How to allocate different checks to workers based on a location's NDIS status

Lex Ituarte avatar
Written by Lex Ituarte
Updated this week

Zipline's Dynamic NDIS Matching feature lets you control which compliance flow is allocated to workers based on a location’s NDIS status. This is useful when different compliance checks apply at NDIS vs. non-NDIS sites.

🔁 Flow Matching Options

Each flow has a Dynamic Matching setting that determines when it’s selected based on a location’s NDIS status:

Flow Setting

Allocates To…

✅ Dynamic NDIS Matching

Locations marked as NDIS

✅ Dynamic Non-NDIS Matching

Locations not marked as NDIS

❌ Off

Ignores location NDIS status

⚠️ This setting does not control which compliance checks are required. It only affects which flow is auto-allocated based on location.

Note: Our usual flow allocation based on your compliance matrix still applies; a flow will only be allocated to a worker if they fall within the subset of roles and locations selected for that specific flow. Dynamic NDIS Matching just adds an additional level of filtering based on the location's NDIS status.


✅ Recommended Setup

Scenario 1: No Compliance Differences

If a group of workers has identical compliance checks, regardless of NDIS location status, then only one flow is needed.

Scenario 2: NDIS Location Status Affects Compliance

If a group of workers has identical compliance checks, with the exception of needing different compliance checks for NDIS vs. non-NDIS locations (e.g. requiring an NDIS Worker Screening Check, or Working With Vulnerable People Check), create two flows:

Flow Name Example

Dynamic Setting

Key Difference

Clinical | NDIS Homes

Dynamic NDIS Matching

Includes NDIS-specific checks

Clinical | Non-NDIS Homes

Dynamic Non-NDIS Matching

Excludes NDIS-specific checks

Make sure the only variation between the flows is the compliance checks required (e.g. NDIS or WWVP).


📍Keeping NDIS Location Status Up-to-date

The NDIS status of each location needs to be keep up-to-date by your organisation as it changes. To do this:

  • Visit Settings > Locations.

  • Click edit settings.

  • Check/uncheck "NDIS Location" for each location.

  • Click save.


🧩 Summary

  • Use Dynamic Matching to auto-allocate flows based on location NDIS status.

  • The setting doesn’t change compliance rules — you decide that per flow.

  • Create two versions of a flow if the location’s NDIS status impacts required checks.

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