Learn how to create and assign support activities in the Elate calendar, including selecting recipients, plans, and carers.

1. On the side menu on the left, navigate to Schedule, which will open the Calendar.
2. Click the Create button located at the top right of the calendar page.
3. Select Support Activity from the dropdown options.
4. Select the name of the support recipient for whom you want to create a support activity or event.
5. Select the support plan:
   1. Choose from the list of active support plans displayed on the page.
   2. Use the search bar to quickly locate the desired support plan, which will appear as you type.
6. Click Next to proceed.
7. Specify the date, start time, and duration for the support activity.
   1. If the activity is recurring, click Select Recurrence and choose the desired recurrence pattern (daily, weekly, or monthly).
   2. Click Next to continue.
8. Select the carer you want to assign the activity to.
9. Click Save at the bottom right corner and follow the prompt to confirm the creation of the support activity.

Starting a Support Activity

1. Click on the Support Activity from the calendar to open the details panel.
2. Click Check In on the top right to start your shift.

Adding Notes:

• Click the Notes Tab to add any relevant notes and click Save.
  • ✅ Tip: Toggle the Handover Notes option at the bottom if the note requires special attention (handover notes are highlighted in red).
  • ✅ Tip: You can add notes before an event begins. This is useful when a manager or team member needs to leave important information for the person delivering the visit. When a note is added, a red notification icon appears beside the Notes tab to alert the team member.
  • ✅ Tip: Use the edit or delete icons to update or remove a note at any time.
    
    
• Notes are displayed in the Notes Tab within the support activity page.

• ✅ Tip: You can also view all notes recorded for a support recipient by navigating to the Notes Tab in their dashboard. To connect a note to a specific activity, click View Activity.
• ✅ Tip: Notes that are not linked to a specific support activity can be added directly from the Notes overview tab within the support recipient’s dashboard.

Reporting Incidents or Safeguarding Issues:

• Click Report Incident to open the incident reporting page and provide the necessary details.
• Click Report Safeguarding to report a safeguarding issue and complete the required information on the safeguarding reporting page.

Getting Details Offline

• If you anticipate being in an area without an internet connection, click Get Details Offline.
• This will send an email to your inbox containing all the support activity details and tasks.
• You can access this email offline when you arrive at your destination.

Ending a Support Activity

1. Tick the Completed Tasks within the activity and select the "Save task Update" button to save. Click on the same button to save any updates made to the tasks.
2. Ensure all relevant notes are recorded in the Notes Tab.
   • Note: If you attempt to end an activity without ticking tasks as completed, a prompt will notify you to complete this step.
3. Once all tasks are marked and notes are finalised, click End Shift to complete the support activity.

🎥 Watch the step-by-step video guide below for a visual walkthrough of this process.