SupportAbility Mobile App overview
The SupportAbility Mobile App focuses on providing access to the core functions required by support workers and Staff Members who work in the field.
Whenever any information is entered or recorded in the Mobile App, this integrates with your organisation's SupportAbility installation (Web App) instantaneously and is available to view immediately.
A summary of the available features in the mobile app has been outlined below. One of the new features included with the release of the SupportAbility Mobile App v1.0.0 with the SupportAbility Web App upgrade to v8.0.0 is the ability for Staff to Check In and Out of their shifts and Record kilometres once this has been configured for the relevant Services.
This data is available to view in the Staff section Activity record via status flags. It can be synchronised where necessary to customise their shift time and update the Private and/or Company kilometres fields. This new functionality is independent of the Staff Timesheet Sign Off. More on this new functionality has also been outlined below.
Audience: All
Summary
The following list summarises the content within this article. Click on the links below to take you to the relevant sections:
- Considerations before implementing the SupportAbility Mobile App
- Summary of the available features in the SupportAbility Mobile App
- What features are expected next?
- Provider feedback and support
- Log in securely
- Home screen
- View Client information
- View rostered shifts
- Settings
Considerations before implementing the SupportAbility Mobile App
We recommend providers assess the available functionality in the first version of the Mobile App, as it may not include everything that staff need to do to complete their job in the field at this stage.
It is important to understand which features are available in the Mobile App in order to guide staff regarding what can be completed using the Mobile App, and what will still need to be completed using the standard SupportAbility Web App.
Should your organisation wish to commence using the new Mobile App Check In/Out and Record kms functionality, as with all new features that might change your current workflow, we recommend piloting this functionality first.
Given Check In and Out is independent to the Staff Timesheet Sign Off, if your organisation is utilising this functionality, you will need to consider if any changes are required to existing workflows. For example, ensuring Recorded kms are synchronised to the Web App as needed prior to the Staff Timesheet Sign Off being completed.
Summary of the available features in the SupportAbility Mobile App
It is important to clarify that the mobile app does not provide access to the full functionality of the standard SupportAbility web app, instead, it focuses on providing access to the core functions required by support workers and Staff who work in the field.
The first version of the SupportAbility Mobile App includes the ability to:
- Security
- Log in securely
- MFA is required where applicable (once this has been configured by your organisation and activated in the Web App)
- Use PIN Code security when accessing the app after the first login
- Reset your password as required via Settings
- Log in securely
- Home screen
- Navigate to your next shift from the Home screen
- View assigned Journal Actions from the Home screen
- View Client information
- View the list of Clients you have access to
- View Client Details and Warnings
- View Client Status tab information
- View Client Contacts
- Initiate calls and/or SMS' to Clients/Client Contacts
- View, add, and edit Client Journals and Journal Actions
- Link Client Goals/Goal Strategies to Client Journals and add Goal Progress Assessments
- View your Roster
- View Activity information via the Roster
- Mark a Client as Absent and add the relevant Short Notice Cancellation Reason where required
- Add/edit Non-Replicating Staff Notes in Activities via the Roster
- View and/or add Client Journals from the Client tab in the Activity record
- Check In and Out of Staff shifts (configurable by Service and available in the Mobile App only)
- Record kms in the Staff tab in the Activity record (configurable by Service)
Web App updates
Some updates to the Web App are also included with the upgrade to SupportAbility v8.0.0, such as:
The ability to configure the following for each Service in System Preferences:
- Mobile App - Check In/Out
- Record Time, or
- Record Time and Location
- Mobile App - Record kms
Once configured and in use, this data can be viewed via status flags in the Staff section of the Activity record.
Please see below for screenshot examples related to each of these key areas.
What features are expected next?
Our Engineering Team are developing additional features and enhancements that will be added to the Mobile App in subsequent releases following the initial public release.
This includes:
- Access to Client information from the Roster
Additional features or enhancements further to this will be prioritised based on provider feedback.
We recommend reviewing the SupportAbility Roadmap article linked below for more information.
Provider feedback and support
We encourage Authorised Customer Representatives to let us know what features and functionality are needed to assist staff in completing everything they need to do in the field using the SuppportAbility Mobile App.
It is important to note that users can provide general product feedback via Settings in the Mobile App. However, this is a one-way feedback mechanism and feedback submitted using this feature is not monitored and managed as the Customer Success team at SupportAbility does with helpdesk support. It is designed to capture general feedback about the product for our Product Team, rather than a tool designed to provide users with support.
If staff encounter any issues with the SupportAbility Mobile App, these can be escalated to SupportAbility as per the standard process following first-tier support being provided.
FAQ and troubleshooting issues articles are being created to assist providers in supporting Staff using the Mobile App for reference and will be linked to this article when published.
Log In Securely
To log in to the Mobile App, enter your SupportAbility installation name, e.g. provider:
This is the same as the domain name you type into the web browser to access SupportAbility on the Web App.
Once you’ve selected ‘Next’, it is important to note that the Company Name your organisation has configured in System Preferences in SupportAbility is displayed here, e.g. ‘All Star Provider'.
It is important to note that entering the Shared Username and Password is not required when logging into the SupportAbility Mobile App.
Enter your Individual Username and Password to log into the Mobile App:
If your organisation has enabled Multi-Factor Authentication (MFA), the 6-digit MFA code from your authenticator app will be required to log in successfully:
If you have not activated MFA yet and need to, this will need to be completed using the Web App. Please see the How to activate Multi-Factor Authentication (MFA) for your Staff Account article linked below for more information.
If you have any issues logging in, please use the reset password feature, or you can contact your System Administrator for support.
Set PIN
You will be asked to set a 4-digit PIN that is saved to your phone, which you will be prompted to enter to access the app in future:
Once you have logged into the SupportAbility Mobile App and set your PIN, you will land on the Home screen.
N.B. You will be required to input the 4-digit PIN when attempting to access the app after (5) minutes of inactivity.
Home screen
The Home screen allows Staff to navigate to their next shift in the Roster and view assigned Journal Actions:
If your organisation has configured Dashboard Broadcast messages, these are also displayed at the top of the Home screen, as per the above example.
View Journal Actions
You can select any of these options to navigate to a list of incomplete Journal Actions assigned to you, e.g. Overdue:
Once selected, this will take you to the list of overdue Client Journal Actions assigned to you:
From here, the relevant Journal Action can be selected, taking you to the Actions tab of the Journal record:
Select the arrow to review and/or complete this:
Swipe gestures to complete Journal Actions
From the upgrade to SupportAbility v8.2 (released on the evening of the 31st of October, 2023), Journal Actions can now be completed by swiping the Journal Action left to complete the action e.g.:
Once complete, a message will appear highlighting this has been saved:
To update a completed Journal Action to 'Incomplete', swipe left again as required:
Journal Actions can also be deleted by swiping right:
Once delete is selected, a confirmation window will open to confirm this before it is deleted.
It is important to note that these swipe gestures will appear in grey if you do not have permission to action this.
View Client information
The SupportAbility Mobile App allows you to view the list of Clients you have access to:
Initiate calls, SMS or maps
Once you've found the Client you're looking for, e.g. Tim Swanston, select their name from the list.
You can then initiate a call, SMS or navigate to the address details for the Client or their primary Contact from the list view as required, e.g. to call Tim or Linda, Tim's Mum:
Navigate to the Client record
Select the teal arrow on the right of the Client's name to navigate to the Client's record, which will land you on the Client Details screen.
Client Warnings
If your organisation has configured the requirement that Client Warnings must be acknowledged, these will appear first:
Once these Warnings have been acknowledged, they can be accessed again at any time from the triangle exclamation point icon on the top right-hand corner of the screen:
Client Details
Once Client Warnings have been acknowledged as required, you will be taken to the Client Details screen:
When accessing Client information via the Mobile App, this is 'read only'. If Client information needs updating, this must be completed using the Web App.
Client Status
From here, you can navigate to the Status screen to view a summary of information entered in the Client's Status tab on the Web App:
Select the relevant option to view more information, e.g. Medical Conditions:
When a Client Document has been linked in the Web App, the Document name will be listed here with a link out to view this in the Web App should you need to review this as follows.
Client Documents - Web App only
At this point in time, Documents can only be accessed from mobile via the link to the Web App:
This will open up the Web App on your phone via your default web browser, noting that you will need to log into SupportAbility again in this instance, and the Shared Username and Password will be required.
N.B. When [RESTRICTED DOCUMENT] is displayed, this means that the linked Client Document is set for 'Managers Only' or is locked by a Service you do not have access to.
Providing access to Client Documents via the SupportAbility Mobile App is on our radar, but it is a more involved development piece due to the associated privacy and security considerations.
Client Contacts
Client Contacts can be viewed by selecting the Contacts tab, and selecting the teal arrow:
More details about the Client Contact can be viewed here:
Client Journals
Client Journals can be accessed by selecting the Journals tab. To view a Client Journal, select the teal arrow:
This opens the Client Journal record:
Actions can be viewed and completed or added as required from the Actions tab:
To add a Client Journal, select the 'Add Journal' button:
The relevant information can be recorded:
Once saved, Journal Actions can be added as required via the Actions tab:
Link Client Goals/Goal Strategies to Client Journals
From the upgrade to version 1.3 of the SupportAbility Mobile App (6th of December, 2023), Client Goals and/or Goal Strategies can be linked to Client Journals, and Goal Progress Assessments can be added as required.
Once a Client Journal has been added and saved in the SupportAbility Mobile App, a new ‘Goals’ tab will appear, allowing you to link the relevant Client Goals/Goal Strategies to the Client Journal:
Selecting the 'Link a Goal Strategy' button on the Goals tab:
Displays a list of the Client's Goals and related Goal Strategies:
Once a Goal or Goal Strategy has been selected, Notes and a Goal Progress Assessment Score may be added where required:
If Strategy Tasks have been added to a Goal Strategy in the Web App, they can be viewed here by selecting the relevant button. Alternatively, if no Strategy Tasks have been added, 'NO STRATEGY TASKS AVAILABLE' will display, as shown above.
Once the linked Goal/Strategy, Notes and Assessment have been saved; they will display on the Goals tab as follows:
N.B. Goal Progress Assessment Scores are configured in the Web App and the Assessment Score colours, e.g. when 10 levels have been configured, are as follows:
- 1 -
3 amber - 4 - 7 blue
- 8 - 10 green
Goals/Goal Strategies linked to historic Client Journals may also be viewed on the Goals tab, along with the associated Notes and Goal Progress Assessment Scores.
View rostered shifts
To view your Roster, you can select your next shift from the Home screen:
This will take you to this shift in your Roster:
Or you can select the Roster from the bottom of the screen.
You will land on the current week when the Roster is selected. The current date is coloured teal, the other dates displayed that include shifts appear as grey, whereas dates with no shifts appear as white.
Select the single arrows to navigate the different days of the week. To navigate to different weeks, select the double arrows. Shifts four weeks into the future (from the current day) can be viewed, as can shifts that occurred up to four weeks in the past.
You can Check In to your shift from here, provided your organisation has configured this and this becomes available one hour prior to the shift start time. More on this is outlined below.
Navigating to the Activity record
Click on the shift to navigate to the Activity, which takes you to the Activity Details:
Edit Non-Replicating Staff Notes
Non-Replicating Staff Notes can be added by selecting the Edit button:
This is a great way to communicate important information to Team Leaders or Managers who may need to adjust the Activity Settings or Client NDIS Support Allocations accordingly:
Remember to select 'Save' to save what you have entered.
Activity Clients
Select the Clients tab in the Activity to view the Clients scheduled into this Activity:
Client information summary from the Activity Clients tab
From the upgrade to the SupportAbility Mobile App version 1.1.0 (Monday evening, the 9th of October, 2023), a Client information summary is available from the Activity Clients tab.
Select the Client’s name:
To open a summary including quick links to make contact with the Client or to navigate to their address, Preferred Language (when entered in the Web App), Preferred Contact Method (when entered in the Web App), Age, Gender, any red or amber Client Warnings. A button is available at the end of the summary allowing you to open the full Client record as needed:
Once 'Open Client Record' is selected, you will be navigated to the Client record. To go back to the Activity Clients tab, select the Roster.
Add a Client Journal
Client Journals can be added from here by selecting 'Add Journal':
This automatically links the Journal to the Activity:
As mentioned above, the ability to link Client Goals/Goal Strategies to Client Journals and add Goal Progress Assessments is not yet available and is expected in a future release.
Marking a Client as Absent
A Client can be marked as Absent from the Activity Clients screen when required:
Updating the Short Notice Cancellation Reason
When NDIS Supports have been allocated for a Client in the Web App that are subject to Short Notice Cancellations, when Absent is selected, the ability to enter the relevant Short Notice Cancellation will appear:
Once selected, the reason will appear under the Absent button:
Activity Staff
Select the Staff tab in the Activity to view the Staff shifts related to this Activity, including your own:
If this were a group Activity with more than one Staff Member, you would also see another section underneath this called 'All Shifts', for example:
Check In/Out
Once the ability to Check In and Out of shifts using the Mobile App has been configured, a Check In button becomes available one hour prior to the start of your shift from the Roster page. This is also available from the Staff section of the Activity once this has been selected from your Roster:
Once selected, this will display the time that you Checked In, e.g. 2:59pm:
This can be edited if required, for example, if you forgot to Check In on time. The same functionality applies for Check Out, which is available up to the Activity Sign Off has been performed.
For more information, we recommend reviewing the How to Check In/Out and Record kms using the Mobile App article linked below.
Record kms
Recording Private and/or Company kms using the Mobile App also becomes available one hour prior to the start of your shift.
To Record kms, navigate to the Staff section of the Activity, once this has been selected from your Roster:
Enter the kms in the relevant field, e.g. 20 Private Kms:
Once saved, this will appear as follows:
It is important to clarify that any kms recorded kms does not automatically update the kms in the Web App.
If this needs to be updated in the Web App, this must be updated manually in the 'Check In/Out and Recorded kms' window in the Activity record. Once confirmed, the Company/Private kms fields are updated in the Web App to align with this.
To see how the kms entered in the Mobile App, or the Check In/Out data appears in the Web App and how to synchronise this where necessary, we recommend reviewing the Viewing Mobile App Check In/Out data and Recorded kms in the Web App article linked below.
Settings
Settings can be accessed by selecting the cog icon on the bottom right-hand side of the screen:
This is where you can log out, change your PIN or your Password as required, and view other details, such as who your System Administrator is by selecting General Support.
Product feedback can also be submitted about the SupportAbility Mobile App via Settings. Please note that this facility is designed to collect feedback from direct users and is not intended as a support tool.
We hope you enjoy the Mobile App! If you require any Support at all, please get in touch with your manager or system administrator as a starting point.