Record Acknowledgement

Overview

Require acknowledgement when you need a record that a Support Worker opened and acknowledged a document in the Astalty app. It records the action, but does not prove that the worker understood the document.

Setting Up Acknowledgement Requirements

To require acknowledgement on a Record, both conditions must be met:

The Record's Record Type has Visible to Support Workers and Documents required enabled. The option does not appear on Records of any other type.

The Record has at least one attached document. A Record with the Requires Support Worker Acknowledgement option on cannot be saved without one.

Enable Requires Support Worker Acknowledgement when creating or editing the Record.

Where It Appears in the App

Once a Record requiring acknowledgement is created, Support Workers will be prompted in several places within the Astalty app:

Overview - a row under Needs attention shows the number of unread Participant Records and opens the acknowledgement list.

The Overview screen of the Astalty app, with the 3 unread participant records row highlighted under Needs attention, and Overview highlighted in the bottom menu.

The Records to Acknowledge screen in the Astalty app, listing a Medication List record for each of three Participants, each document marked Unread.

Shift details - pending Records display an Unread indicator under Relevant Records.

Shift details in the Astalty app, with the Relevant Records row highlighted under Related, showing 1 record and a 1 Unread badge.

The Relevant Participant Records screen in the Astalty app, with an arrow pointing to a Medication List document marked Unread under Outstanding.

Participant profile - the Record appears under Records with its acknowledgement status.

How Workers Acknowledge a Record

When a Support Worker opens a Record that requires acknowledgement:

Open the Record and select its document.
For a PDF, review through to the last page. For an image, wait for it to load.
Turn on I have read and acknowledge this document., then select Acknowledge Document.

The Record is then marked as acknowledged for that Support Worker.

Opening the document alone does not record acknowledgement. The worker must select the acknowledgement action.

File types without a supported preview, including Word documents, cannot currently be acknowledged in the app. Provide a supported format such as PDF when acknowledgement is required.

See Record Acknowledgement Notifications for reminder settings.

See Record Acknowledgement Report to review acknowledgement status across Participants.

To check one person's acknowledgement status and send them a reminder, see the Acknowledgements tab on their User profile.