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.
| Training Content | ||
 |
||
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: |
Plan Managers Directors |
|
||
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: |
Plan Managers Directors |
|
||