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Participant Preferences

This is an Astalty Scheduling feature which is currently in beta testing and not accessible by all customers.

If you would like access to Astalty Scheduling please contact support@astalty.com.au.

Overview

Participant Preferences in Astalty allow you to set specific criteria for matching participants with supports. Preferences can include factors such as minimum age, maximum age, ethnicity, and/or gender. Each preference can be marked as either Nice to Have or Must Have, and you can also add additional background information to the participant’s profile.

These preferences assist during scheduling to ensure participant needs and preferences are met, helping to improve participant satisfaction.

Setting Up Participant Preferences

  • Open the Participant menu

  • Go to the participant’s profile in Astalty.

  • Access Preferences

  • From the bottom left-hand side of the screen, click Preferences.

  • Add a New Preference

  • Click Add Preferences in the top left corner.

  • Select and Configure the Preference

    • Preference Type – Choose the relevant preference type (e.g., age range, gender, ethnicity).

    • Value – Enter the value for the preference (e.g., Female, 18–25 years old).

    • Importance – Mark the preference as Nice to Have or Must Have.

    • Additional Details – Add any extra background information if required.

  • Save the Preference - Once all details are entered, click Create Preference.

When rostering a participant, the system will display relevant preference information to assist with scheduling decisions and ensure preferences are respected.

Support Worker Compatibility

If a Support Worker is not suitable to work with a Participant, you can easily manage this through the Participant's Preferences.

  • Follow the steps above to access Preferences.

  • In the Support Worker Compatibilities section, select Add Compatibility.

  • Configure the compatibility details

    • Support Worker

    • Type - Incompatible is the only available option

    • Details - Enter any relevant notes for the scheduler (e.g. Client request)

  • Click Create.

The Support Worker will now appear in the Support Worker Compatibilities list.

When scheduling a shift for this Participant, any relevant Preferences - including incompatibilities - will be highlighted. If a Support Worker is marked as Incompatible, the scheduler can hover over the Incompatible chip to view the reason provided.