Learn to create detailed support plans tailored to client needs, assign tasks, and schedule activities efficiently.
Creating a New Support Plan
- Access the Support Recipient's Profile
Navigate to the Support Plan tab within the recipient’s profile dashboard. - Click “Create Support Plan”
- Select a support type from the dropdown menu.
- Add relevant tasks, define goals, and set the priority level.
- Click “Add” after entering each support type.
- Repeat as needed to build a comprehensive plan.
- Review and Finalise
- Once all support types are added, click “Review Plan.”
- Set the overall priority and review date.
- Click “Save and Continue” to finalise the plan.
Important Note: Support Activity Prompt
After saving a new support plan, you may be prompted to set up a support activity.
This is optional. To skip, click “Exit” at the bottom left and follow the prompt to cancel.
You’ll return to the Support Plan dashboard.
Understanding the Support Plan Dashboard
- Each plan displays a summary panel on the right when clicked.
- You’ll see:
- Associated goals and tasks
- Scheduled status:
- Green indicator = linked to a scheduled activity
- Grey indicator = not yet scheduled
- Active/Inactive status
- Total task count
Managing an Existing Support Plan
Use the “Actions” menu on the right-hand panel to manage each plan:
- Review:
Add or remove support types or update tasks.
Once changes are made, click “Review Plan”, then “Save and Continue.” - Duplicate:
Creates a copy of the selected plan.
The duplicated plan will appear at the top of the list with all the same support types, tasks, and details, but will not be connected to any scheduled activities. - Delete:
Permanently removes the plan.
A confirmation prompt will appear. Note: Deleted plans cannot be recovered.
🎥 Watch the step-by-step video guide below for a visual walkthrough of this process.
