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Take the schedule out of Elate: download what you are looking at, subscribe to a live feed in your own calendar app, or send a support recipient (or their family) a copy of their visits. Who can do this: anyone whose role includes View schedule, which is every role by default. A calendar feed of the whole organisation needs Edit schedule (by default Organisation Owners, Service Provider Admins, Care Managers and Care Coordinators); for everyone else the feed holds only their own visits. Sharing a support recipient’s schedule also needs access to that person’s profile. Your organisation can change this in Settings > Permissions. Your organisation may use different words for some things, such as “Service users” instead of “Support recipients”. Elate shows your organisation’s words everywhere, so follow what you see.

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Download the schedule

1

Show what you want

In Schedule, choose the view and date, and use Filter to narrow it down. The download holds the visits you can see: the day, week or month on screen, with your filters applied. In Agenda view it holds the week of the date shown.
2

Open Export

Select Export.
3

Pick a format

Select Download .ics, Download CSV or Download PDF. The number in brackets is how many visits the file will hold.
Export is also on a person’s Schedule tab in their profile, where it covers only that person’s visits.

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Subscribe with a calendar feed

A feed is a private link your calendar app checks for changes, so visits stay up to date without downloading again.
1

Open the feed panel

In Schedule, select Export, then Subscribe (calendar feed)….
2

Create the link

Select Create feed link. Elate shows the link and Calendar feed created.
3

Copy it into your calendar app

Select Copy, then add the link to your calendar app as a subscription.
What the feed holds:
  • visits from now until about three months (92 days) ahead
  • each visit’s title, time and location
  • cancelled visits, marked as cancelled
  • the whole organisation if your role includes Edit schedule; otherwise only visits you are assigned to (your login must be linked to a team member record)
Elate checks your access every time the feed is read. If you leave the organisation or lose access to the schedule, the feed stops updating. Feeds are only offered on the main schedule, not on a person’s profile.
Anyone who has the link can see the visits in it. Keep it to yourself, and turn it off if it might have been shared.
1

Open the feed panel

Select Export, then Subscribe (calendar feed)….
2

Turn them off

Select Turn off my feed links, then Turn off links to confirm.
Every link you created for this organisation stops updating, and calendars using them clear the visits at their next refresh. You can create a new link at any time.

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Share a support recipient’s schedule

1

Open their Schedule tab

Open the support recipient’s profile and select the Schedule tab.
2

Show the dates to share

Choose the view and dates. Elate shares the period on screen: the day, the week, the month, or in Agenda view the next 60 days from the date shown.
3

Select Share

Select Share, then:
  • Download PDF to save the schedule as a PDF, or
  • Email schedule… to send it.
4

Send the email

Check the Recipient email. It starts with the support recipient’s own email address, if one is on record. Select Send.
The email attaches the schedule as a PDF and also lists the visits in the message. Each visit shows its time, its title and who it is assigned to. Cancelled visits are left out.