One library for a Case, an assessment that fills its own template, and a plan you can shelve
Files and Documents are one library with folders that hold both, an uploaded assessment can be read into the template it belongs to, and an NDIS plan can be archived without deleting anything.
Aldra Team4 min read
What’s new
One library instead of Files and Documents
A Case keeps everything in one place. What you uploaded and what was written here sit in the same list, under folders that hold both. Old links to the Files tab still land somewhere sensible.
You can see what a row is at a glance
Every row carries an icon and a colour for what it is: a spreadsheet, an image, a recording or a word-processor file. A document written here from a template is drawn in Aldra’s own colour, and it is the only kind that is.
Move something into a folder three ways
Drag a row onto a folder, right-click it, or open its actions menu. All three offer the same actions, so the library works with a keyboard, a screen reader or a switch.
Read an uploaded assessment into its template
Aldra can put the values from a completed assessment into the template they belong to. Ask in a chat, or use the two-source menu in the document editor. What comes back is an unsigned draft with every field editable, and it says which files it read.
What you typed always wins
Composing from a file fills empty fields only. Anything entered by hand is left alone, nothing is written until you save the draft, and nothing is signed.
Archive an NDIS plan
A plan that has run its course can be archived. It stops being the plan a session reserves against, and drops out of the roll-up. Nothing is deleted, and restoring it puts it back. Aldra will not archive a plan whose funding is held by booked sessions or draft invoices.
The Budgets tab shows the plan you are working to, not every plan the Case has had.
Edit a goal the way you wrote it
Editing a goal offers the same fields as writing one, so the goal type, the measure and the goal it contributes to can all be corrected. A goal cannot end up beneath itself, and the measure locks once a score has been recorded.
Choose a parent goal that does not exist yet
Where there was nothing to contribute to, the picker now offers to create that goal on the spot and selects it straight away.
A Case remembers where you left it
A Case returns you to the section you left, including the thread or sub-view you were in. It is remembered for the session on the device you are using.
A new collection link stays on screen
The QR code and address for a behaviour collection link sat below a form taller than most screens. The preview now stays beside the form as you scroll, and each link says when it was made as well as when it expires.
An observation is dated by your day
A behaviour observation recorded before mid-morning in Australia was being shown as the previous day. It now reads on the clock in front of you.
Every file on a Case reaches the assistant
On a Case with more than a handful of files, the assistant only ever saw the first few. Every file is now named, and the room left over is shared across summaries, newest first.
You can ask about a document filed months ago and expect Aldra to know it exists.
A goal names the documents that mention it
When Aldra reads a document it records what that document refers to and matches it against the Case’s goals, so a goal shows the documents that talk about it.
Asking about the behaviour dashboard gets an answer
Ask Aldra about this, on the behaviour dashboard, was read as a request for help using Aldra, so it never looked at the behaviour data. It now answers the question that was asked.
Projects has been taken off the rail
A separate container for work a Case already holds split the record in two, so it is gone from the side rail. A conversation that was attached to a project keeps everything it held.
Availability and how to get it
Live on the web for every organisation. The library is the Documents tab of a Case, and archiving a plan is on the plan card in Budgets.
Open Aldra