How to View/Download Care and Support Plan
This article explains how to complete all required profile sections in the People area, then view, print, or save the support plan as a PDF.
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Navigate to the People section from the main menu.
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Search for and select the individual who requires the Support Plan.
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Click on the individual’s name to open their profile.
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Before viewing the Support Plan, ensure these sections are completed to avoid missing information(empty fields).
Confirm the following sections are filled in:-
Details
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About Me
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Medical History(in my support tab)
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Medication List(in my support tab)
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Risk Management(in my support tab)
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Routines(in my support tab)
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Qualifications(in my support tab)
- Care Circle
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Care Service Agreement
⚠️ Any incomplete section may result in gaps in the Support Plan.
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Once all sections are complete, click the three dots (⋯) at the top of the profile, next to the individual’s name.
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Select View Support Plan from the menu.
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Review the Support Plan. If everything looks correct, click the Print button in the bottom-right corner.
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You can now save the Support Plan as a PDF or print it directly.
✅ Tip
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Always review the Support Plan carefully before printing to ensure it reflects the most up-to-date information.
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If changes are needed, return to the relevant section, update the details, and re-open the Support Plan.