Build your own forms, starting with the Case Note
Form templates are here: shape Aldra’s Case Note around the way your organisation works, preview it, and make it available to your team. The Case Note is the first form you can make your own. Also in this release: exact copies of what you send.
Aldra Team6 min read
What’s new
Build your own Case Note form
Open Form templates in Settings and start from Aldra’s Case Note. Add your own sections and questions, put them in the order you work, and add a little guidance so your team knows what to write. Aldra’s standard Case Note stays as it is, and its essential questions stay in every version.
Ask each question the way it should be answered
A question can take a short answer, a longer note, a number, a date, a time, a yes or no, or one choice from a list you write. Mark the questions that must be answered.
Try it before your team sees it
Fill in your form with fictional answers to see exactly what your team will see; nothing entered in the preview is saved. Drafts are saved for your organisation, so you can come back to one later.
Make it available to your team
Choose Make available to my team and your team can pick the form when starting a Case Note. Later edits show as unpublished changes until you make them available again.
Changing a form never rewrites a record
Updates to a form apply to Case Notes started afterwards. Existing drafts and signed records keep the form and answers they began with.
A question already used in a published form keeps its answer type, so earlier answers are never read a different way.
Choose who can build forms
Owners and admins can build forms and can give a team member Manage form templates in Team & access. That permission does not open completed records or Tax Invoices.
A shared document is kept exactly as sent
Creating a public link or emailing a signed document now keeps a PDF of that version first. Recipients can download or print it, each page shows the reference, version and page number, and later edits never change a copy already shared.
See what each email contained
Delivery history lists each email with the version it carried and whether it was sent, failed or unconfirmed. View retained copy opens what the recipient received, even after the link is revoked.
Emails sent before this release show that their version was not recorded.
Discard a draft that was never signed
Discard draft is now in the document toolbar and the Case library row menu. The draft is removed from the Case and cannot be restored; signed documents, and drafts still listed on a Tax Invoice line, cannot be discarded.
Keep a log of stakeholder conversations
Log a call, message or meeting from a stakeholder’s row in the Stakeholders tab, or from the Create or upload menu. Each entry keeps its notes, next action and follow-up date, with that contact’s earlier conversations alongside.
Stakeholders at a glance
The Stakeholders tab is now a searchable table showing when each contact was last contacted and their next follow-up, with a filter for open follow-ups. A contact can also hold a job title, preferred contact method and notes, which the Case team can see.
Take referrals from your website
Owners and admins can set up a referral form under Settings, Website referrals, then copy its embed code or link. Submissions arrive in Inbox, where you can accept one into a new or existing participant, or decline it with a reason.
Add a participant without leaving the page
Add participant now opens in a dialog, including manual entry. Gender is a list of options with room for the participant’s own words, and gender already recorded is kept.
Today, Chat and Inbox come first
The navigation column now opens with Today, Chat, Inbox and Calendar, and Create new participant sits under your Cases.
Clearer errors on a plan
When a plan in the Budgets tab cannot be saved, each problem now appears beside the field it belongs to, and the form scrolls to the first one.
A steadier Case header
The participant’s name, status and details, now including date of birth, sit in the top header and fold away smoothly as you scroll. The section tabs stay in place, with that section’s own actions in a row beneath them.
Case tabs return to where you were
Going back to a Case tab reopens the view you last used in that Case, until you close the browser.
Projects in a Case’s Chat tab
A Case’s Chat tab now lists every project linked to that Case above its chats. Starting a project there with the plus links it to the Case.
Observation links are one form again
The shared observation page is back to a single form with a Behaviour dropdown and one Submit observation button. The collector’s name, role and organisation stay filled in for the next entry.
This replaces the separate card for each behaviour introduced on 8 September.
Unsaved edits survive a refresh
Unsaved changes to a document now survive a page refresh. If the document changed in the meantime, you can export your edits or load the latest version before deciding.
Each browser tab keeps its organisation
If you belong to more than one organisation, each browser tab now stays in the organisation chosen there, and a new tab opens in the one you chose last.
Cancellations that finish
If cancelling a subscription cannot complete straight away, Billing now shows it as pending, retries it automatically and offers Retry cancellation. Your records stay available to read.
Annual plans get their AI tokens every month
Organisations on an annual plan now receive their monthly AI token allowance in each month of the plan.
Unsent work on the phone
The mobile app’s Unsent work screen lets you export, retry or discard work saved on the device. Captures the server turns away are kept there instead of being lost, and only the practitioner who saved one can send it.
Clearer file checks
Uploads accept documents, spreadsheets, presentations, archives, images, audio and video, and say when a file type is not supported. An image or PDF page too large to read is turned away with a message rather than failing quietly.
Availability and how to get it
Website referrals stay off until an owner or admin saves the form. The Unsent work screen arrives with the next mobile app update.
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