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Projects around the plan

Keep a Case project’s outcome, due date and plan progress together. Continue preparation and document review in the workflows you already use.

Aldra Team1 min read

What’s new

  • A Projects tab in each Case

    Open Projects within a Case to organise its work, conversations and reference documents. Set the outcome you are working towards and an optional due date. Existing project links still take you to the right place.

  • Connect the plan you are preparing

    Link an accessible Behaviour Support Plan from the same Case. Open its preparation steps directly from the project and see progress from the versions you have saved in the plan builder.

  • Documents keep their review workflow

    See linked plan documents and their current status, then open them in the existing document editor. Saved preparation does not sign a document or replace practitioner review.

  • Organisation setup keeps up with corrections

    Correcting an organisation name as validation finishes now clears the old error message. You do not need another keystroke or a second press of Continue to refresh it.

Availability and how to get it

On the web, open a Case and choose Projects.

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