> ## Documentation Index
> Fetch the complete documentation index at: https://docs.elateuk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduling and Managing Support Activities in Elate

> Learn how to schedule, start, document, and close support activities in Elate, including adding notes, reporting incidents, and working offline.

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.

## Creating a Support Activity

<Steps>
  <Step title="Navigate to the Schedule">
    In the left-hand navigation menu, select **Schedule** to open the calendar view.
  </Step>

  <Step title="Click Create">
    Select the **Create** button in the top-right corner of the calendar page.
  </Step>

  <Step title="Select Support Activity">
    Choose **Support Activity** from the dropdown options that appear.
  </Step>

  <Step title="Select the support recipient">
    Choose the name of the support recipient for whom you are creating the activity.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Assign a carer">
    Select the carer you want to assign to this activity from the list of available team members.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Starting a Support Activity

<Steps>
  <Step title="Open the activity from the calendar">
    Click on the support activity in the calendar to open its details panel.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Adding Notes During a Visit

<Steps>
  <Step title="Open the Notes tab">
    Click the **Notes** tab within the support activity panel.
  </Step>

  <Step title="Write your note">
    Enter the relevant information in the text field and click **Save**.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

<Note>
  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.
</Note>

<Tip>
  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.
</Tip>

## 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.

<Note>
  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](/support-recipients/incidents-safeguarding) for more detail on viewing and managing these reports.
</Note>

## Getting Activity Details Offline

<Steps>
  <Step title="Click Get Details Offline">
    Before heading to a location where internet access may be limited, open the activity and click **Get Details Offline**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  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.
</Tip>

## Ending a Support Activity

<Steps>
  <Step title="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.
  </Step>

  <Step title="Ensure all notes are recorded">
    Check the Notes tab and confirm that all relevant care notes, observations, or handover information have been saved.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Warning>
  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.
</Warning>