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Support planning is where you write down what carers do for a person. A task is one piece of support, with an optional risk note. A package is an ordered set of tasks. Both can be put on a visit, where the carer works through them. Who can do this: anyone whose role includes Tasks and packages. By default that is Organisation Owners, Service Provider Admins, Care Managers, Care Coordinators, Team Leads and Carers. Carers can only reach the profiles of people they are connected to, and cannot open the organisation library. Read Only Auditors can view but not change. Turning a selection into a visit also needs Edit schedule. 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. The Support planning tab on a support recipient's profile, with Tasks and Packages and Add new task (demo data)

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Where support planning lives

  • For one person: open their profile and select the Support planning tab. It has two tabs of its own, Tasks and Packages.
  • For the whole organisation: go to Operations and select Support planning. Tasks and packages here are organisation-wide templates you can copy onto people.

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Add a task

1

Open Tasks

On the person’s Support planning tab, select Tasks.
2

Start a task

Select Create new task (or Add new task if there are none yet).
3

Describe it

Fill in Task title (required), a Description and, if you like, a Category (optional).
4

Note any risk

If the task carries a risk, tick This task has risk and fill in Risk and mitigation notes. The task then shows a Risk badge.
5

Save

Select Create task.
Tasks are never for medicines. Medicines are recorded only in the Medication (eMAR) module: see Medication (eMAR). If your organisation does not have that module, record medicines on your provider’s approved MAR. Without the module, a task that mentions medicines shows This looks like medicines support as a reminder.

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Build a package

1

Open Packages

On the Support planning tab, select Packages, then Create package.
2

Name it

Fill in Package name (required) and, if you like, a Description, a Priority (Low, Medium or High) and an Effective from date.
3

Pick the tasks

Under Select tasks, tick the tasks to include. Use Add new task to write one without leaving the sheet. Drag the selected tasks into the order the carer should follow.
4

Save

Select Create package.

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Copy a package from the organisation library

On the person’s Packages tab, choose a template under Add from organisation templates and select Duplicate. The package and its tasks are copied onto the person, so you can change them without touching the template. From the library itself (Operations > Support planning), open a package’s Actions menu and choose Duplicate to recipient… to copy it onto someone.

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Find and manage tasks and packages

The filter pills show All, Scheduled, Unscheduled and Archived, each with a count. Scheduled means it is on a visit that has not happened yet. All leaves out archived items. Use the search box to find one by name. Each row has an Actions menu:
  • Create visit: opens a new visit for this person with the item ticked.
  • Add to package (tasks only): adds the task to a package.
  • Edit and Duplicate.
  • Archive or Unarchive: takes it out of use without deleting it.
  • Delete.
Tick several rows to act on them together. The bar that appears offers Add to package (tasks only), Create visit, Archive (or Unarchive on the Archived filter) and Delete.
Delete in a row’s Actions menu does not ask you to confirm, so check the row first. Delete in the bar asks first: select Delete tasks or Delete packages (Delete task or Delete package for one) to go ahead, or Keep. A deleted item is removed for good. Anything that is scheduled is skipped, with a message telling you to archive it instead.

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Change something that is already scheduled

When you edit a task or package that is on upcoming visits, Elate asks how the change should reach the schedule:
1

Save the edit

Make your changes and select Save and choose where it applies (a task) or Save and apply changes (a package).
2

Choose when

Pick Now to update upcoming visits from this moment, or Choose date and time to start later.
3

Apply

Select Apply. To change the item without touching the schedule, choose Save, leave the schedule as it is (a task) or Save without changing the schedule (a package).

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Turn tasks into a visit

Select Create visit on one row, or tick several and use the bar. Elate opens a new visit for this person with your selection already ticked, in the order you ticked it. Finish the visit as usual: see Creating and editing visits.