Families and participants see upcoming shifts in the app, with who is coming and a short profile of each support worker. This article shows what they see and how to keep it accurate.
Before you begin
- The participant’s portal user has the Rosters area.
- Shifts rostered for the participant with support workers assigned.
What families see
The family portal is a paid add-on and is still marked as a preview in CompanionAxis. The steps below are what the product does today; check with your account manager that it is switched on for you.
- They open the app. Home shows the next booking (Next support, or Happening now during a shift) with the date, times and who is coming.
- They select See all shifts or the Shifts tab for the full list of upcoming shifts.
- Each shift shows the times, the support workers by name (or Worker to be confirmed) and where. A Now chip marks one under way.
- Tapping a shift shows each support worker’s name, short bio and interests.
Family app Shifts tab with three upcoming bookings, one showing Worker to be confirmed
Check it from the staff side
- Go to People → Participant and family portal and choose the participant.
- Read the Shifts and workers card. It lists the next upcoming shifts as the portal shows them.
- If the card is locked, the participant hasn’t shared rosters. See Choosing what each portal user can see.
Keep it accurate
- Assign support workers to shifts early. Unassigned shifts show Worker to be confirmed.
- Cancelled shifts drop off the list.
- Ask support workers to complete their profile bio and interests; that is what families see when they tap a shift.
Tips
- Families get the same times your roster shows, so fix roster errors at the source rather than by message.
- Families can ask to change or cancel a shift from this screen. See Requesting changes and sending feedback.
If something goes wrong
A family says a shift is missing
Check the shift isn’t cancelled and the participant is booked on it. Only upcoming shifts show.
Profiles don’t show
Worker profiles can be hidden for your organisation. Ask CompanionAxis support to check the “Show worker profiles” setting.
The app shows Nothing is shared with you yet
No area is shared with that person. Check their invited areas on the Network tab.