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A support activity is a scheduled visit or session that links a support recipient, their care tasks, and an assigned carer together in one place. Once created, it appears on the Elate calendar and gives carers everything they need to deliver and document a visit — from checking in and recording notes to reporting incidents and ending the shift. This guide covers the full workflow from scheduling a new activity right through to closing it out.

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Creating a Support Activity

1

Navigate to the Schedule

In the left-hand navigation menu, select Schedule to open the calendar view.
2

Click Create

Select the Create button in the top-right corner of the calendar page.
3

Select Support Activity

Choose Support Activity from the dropdown options that appear.
4

Select the support recipient

Choose the name of the support recipient for whom you are creating the activity.
5

Select tasks or packages

Choose the support task(s) or package(s) to include in this activity. You can browse the list of active tasks and packages displayed on the page, or use the search bar to locate specific ones quickly — results appear as you type. Click Next to continue.
6

Set the date, time, and duration

Specify the start date, start time, and duration for the activity. If the activity will repeat, click Select Recurrence and choose how often it should occur:
  • Daily
  • Weekly
  • Monthly
Click Next once you have set the schedule.
7

Assign a carer

Select the carer you want to assign to this activity from the list of available team members.
8

Save the activity

Click Save in the bottom-right corner and confirm when prompted. The activity now appears on the calendar and is visible to the assigned carer.

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Starting a Support Activity

1

Open the activity from the calendar

Click on the support activity in the calendar to open its details panel.
2

Check in to begin

Click Check In in the top-right corner of the activity panel to officially start the shift. This timestamps the beginning of the visit.

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Adding Notes During a Visit

1

Open the Notes tab

Click the Notes tab within the support activity panel.
2

Write your note

Enter the relevant information in the text field and click Save.
Toggle the Handover Notes option at the bottom of the note form if the information needs to be flagged for the next team member. Handover notes are highlighted in red so they are easy to spot.
You can add notes to an activity before it begins — for example, when a manager needs to pass on important instructions to the carer ahead of the visit. When a pre-visit note is present, a red notification icon appears next to the Notes tab to alert the carer as soon as they open the activity.
Use the edit or delete icons next to any note to update or remove it at any time. You can also view all notes recorded for a recipient in the Notes tab of their profile dashboard. Click View Activity next to any note to jump directly to the activity it relates to. Notes not linked to a specific activity can be added from the Notes overview tab in the recipient’s profile.

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Reporting Incidents or Safeguarding Issues

If something happens during a visit that requires formal reporting, you can submit a report directly from within the support activity:
  • Click Report Incident to open the incident reporting form and fill in the required details.
  • Click Report Safeguarding to open the safeguarding report form and provide the necessary information.
All submitted reports are accessible from the main Reports section in the left navigation menu, under the Incidents or Safeguarding tabs. See Reporting and Managing Incidents and Safeguarding for more detail on viewing and managing these reports.

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Getting Activity Details Offline

1

Click Get Details Offline

Before heading to a location where internet access may be limited, open the activity and click Get Details Offline.
2

Check your email

Elate sends an email to your inbox containing all the activity details and associated tasks. Open and save this email before you leave so you can access it without a connection.
Trigger the offline email while you are still on a reliable connection — ideally before leaving the office or your previous location — so the email has time to arrive before you go offline.

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Ending a Support Activity

1

Mark tasks as completed

Work through the task list within the activity and tick each Completed checkbox as you finish each task. Click Save Task Update to save your progress. You can click this button multiple times throughout the visit as tasks are completed.
2

Ensure all notes are recorded

Check the Notes tab and confirm that all relevant care notes, observations, or handover information have been saved.
3

End the shift

Click End Shift to close the activity. If any tasks have not been marked as completed, Elate will prompt you to review them before the activity can be closed.
You will not be able to end a shift if tasks remain unticked. Review the task list before clicking End Shift to avoid delays at the end of a visit.