Your records: save, export, cancel and request deletion. | ProviderQMS
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Your records: save, export, cancel and request deletion.

Understand the current portal and keep earlier workspace records safe.

Saved portal records

The portal saves organisation records on its Sydney application server. Authorised members can sign in on another device to access saved work. Unsaved drafts may be local to a tab. Clearing browser storage does not delete server records.

Export and cancellation

In the portal, open Settings → Billing to update your card, view invoices, cancel future renewal or request a refund. Cancellation needs no support conversation and keeps the period you have paid for. Monthly and yearly subscriptions renew automatically at the accepted frequency until you cancel. A failed renewal receives 14 days of unpaid grace after an already-paid period ends while Stripe retries. After grace, saved records and exports remain available in read-only mode. Unpaid first signups, deliberate cancellations, refunded periods and disputes do not receive this grace. Export your saved records through the available export controls. Cancelling renewal is separate from asking us to delete records.

Purchased documents

Both plans include a baseline library of 14 policies and procedures, the core quality-work journey and saved weekly readiness reviews. Business adds bulk document preparation, team coordination and management oversight. Specialised document kits are sold separately; a purchased kit remains yours under its licence independently of a software subscription. Use GET MY FILES and the original purchase email for recovery; do not buy the same access again to recover it.

Earlier dashboard records

Earlier dashboard subscriptions keep their accepted terms and sign-in arrangements. Existing kit purchases and original receipts remain valid. Moving an earlier workspace into the portal is a separate migration process; opening a portal account does not import old saved work automatically. Before clearing an earlier browser workspace, retain its available exports and confirm the saved work you need. An export is not proof that every record can be restored or imported into the new portal.

Deletion and retention

Ask support for access, correction or deletion using the account email. We verify authority and explain any legal, contractual or record-retention limits before deletion. Your provider remains responsible for its care-record retention obligations. Do not send participant records or sign-in codes with a general support request.

Storage and service providers

Sydney hosting does not mean every service processes information only in Australia. See the current portal privacy and collection notice for identity, email, payment, recovery storage and overseas processing. The website privacy policy also covers public-site measurement.

Help

Email support@providerqms.com.au or use our support form. We acknowledge requests within one business day, Monday–Friday, 9 am–5 pm Melbourne time, excluding Victorian public holidays. An acknowledgement is not a promise that every issue will be resolved that day. Refund-review responses take up to five business days. This is not an emergency service or 24-hour support.

Current portal guidance checked 12 October 2026.

See what is due. Assign the action. Keep the evidence.

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