The ‘Add a New Activity’ creation wizard has been updated across all areas where Activities can be created, ahead of its availability in the New Roster (see above).
Key updates include:
Step 1: During the initial step, you can now add Activity Tags and both Non-Replicating and Replicating Staff Notes alongside the usual Activity details.
Step 2: Client selection now occurs earlier in the process (previously Step 3).
Step 3: You can:
Add the number of ‘To Be Filled’ Shifts needed (ideal when Staff Shift times differ from the Activity duration, or for multi-day Activities like camps or SIL), and/or
Select specific Staff Member/s to roster for the Activity.
If your organisation’s Pay Period has been configured, SupportAbility displays the Staff Members’ Agreed Hours and Potential Overtime risk for the relevant period (week or fortnight), including the total Activity duration.
Please see the How to create an Activity article for more information.
Staff with Team Leader privileges can now create Activities directly from the New Roster.
Simply click on the desired date and time to create a one-hour Activity from the start of the hour, or click and drag to select a custom duration.
Your selected filters will automatically pre-populate key details such as Site, Service, Program, Staff Member, and/or Client, making the process faster and more efficient.
Please see the New Roster View and Planning Tool article for more information.
To better identify Obsolete Client Documents, the Documents tab of the Client record now highlights them in grey.
