Planability Self-Serve Training

Select from below to review features in Planability Watch the video, expand to full screen or view from the YouTube link for closed captions. Review any notes or linked articles for more information.

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Training Content    

Add a Participant
The Participant Details Page

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Add a Participant

Duration: 9 min 56 sec. 05 Mar 2024

When you are onboarding a new client or adding your participants manually into Planability, you need to add them to find their plan and create their profile and permissions. The video reviews this process.

Video:
Watch on YouTube (subtitles available)
Related Articles:
Participants

Plan Managers

Directors

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The Participant Details page

Duration: 9 min 03 sec. 21 May 2024

Review of the Participant Details page:

Edit details and permissions; Assign Plan Managers, Support Coordinators and Carers. Create and edit notes.

Video:
Watch on YouTube (subtitles available)
Related Articles:
Plan Manager - Assign Participants
Add and Associate Support Coordinators
Notes and Documents

Plan Managers

Directors

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