Projects sit beside your chats, and one menu creates or uploads anything
Projects are back, as folders of chats on the chat rail. The create button now handles uploads as well as new documents, and Goals gains a Collect data section.
Aldra Team3 min read
What’s new
Projects
A project is a folder of chats. Add instructions and reference documents once and every chat in the project uses them. Projects are at the top of the chat rail: the six most recent, then a link to the rest.
The background you keep repeating at the start of a chat is written down once.
File a chat into a project after the fact
A chat was assigned to a project when it was created and could not be moved. The chat row menu now offers Move to, with No project to lift one back out. Chats about a participant stay with the Case.
The chat rail stays with you inside a project
The rail appears beside a project chat with the open project marked, and the project header carries a back arrow.
Chat titles use the full width
Three buttons were reserving space in every row, cutting titles short. They are now one menu.
Create or upload, in one menu
The create button reads Create or upload. Files upload sits under the document templates, and an Import submenu offers an NDIS plan and an interim behaviour support plan. The Case library’s Add button is the same menu.
Your most-used templates come first
The document list is ordered by how often your account has used each template. Long menus now scroll, so the last of twenty-three templates can be reached.
Upload several files in one trip
A plain upload takes as many files as you select and files them all. An import is still one file at a time.
Collect data has its own place under Goals
Goals gains a Collect data sub-tab: the link form on the left, and on the right a preview of what the scoring page will ask, the links already out there, and the QR code the moment a link is made.
Activities and strategies read like a register
One New control makes whatever the open sub-tab lists, and activities and strategies are flat registers with a filter, a search and a count. An activity can now be edited after it is created.
The side rail carries only the daily journey
Organisation and Admin appeared both on the side rail and in the profile menu. The rail now holds the day’s work, your pinned chats and your Cases, and organisation settings are reached from the profile menu.
Case access shows only the buttons you can use
Grant and revoke used to appear for everyone and then fail with a message about signing in. They now show only if you can manage access for that Case. Accepting access offered to you is unchanged.
Dismiss the Case setup card for good
Hide used to leave a one-line strip that never went away. Dismiss removes the card for that Case on that device, and every step on it is a link to the tab that owns that work.
The chat reads on the same white as everything else
The chat, its header, the chat rail and the document panel were four slightly different greys. They are now all white, like the rest of Aldra.
Availability and how to get it
Live on the web for every organisation. Projects are at the top of the chat rail, and Collect data is a sub-tab of Goals.
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