Site Information Items & Documents
Site Information Items
Overview
Site Information Items store practical information such as access instructions, a lockbox code, or a bin collection day. They appear on the Site's Overview tab. Their type controls whether the item is required, can have Documents, and is visible to eligible Support Workers.
Information Item Types
Manage Site Information Types in Settings > Sites.
- Required makes a missing placeholder appear on every Site without an item of that type.
- Documents Allowed permits an item to have uploaded or existing Site Documents attached.
- Visible to Support Workers permits mobile access for eligible Support Workers.
- Default Content pre-fills Details when the item is created.
See Sites Settings.
Viewing Information Items
Open a Site and remain on Overview. The Information Items card shows saved items and a placeholder for each missing required type. The labels show whether a type is Required or Visible to Support Workers.
Adding an Information Item
Select Add Item, choose a type, then select Add. Astalty creates the item, using the type's Default Content if configured. Open the new item and select Edit to enter or change its Details and, when Documents are allowed, upload files or select existing Site Documents.
Editing an Information Item
Open the item, select Edit, make the changes, then save. A non-required item can also be deleted. Deleting it detaches its Documents from the item but does not by itself delete the Site Documents. Required items cannot be deleted; update their Details instead.
Support Worker Visibility
A Support Worker can retrieve an item only when its type is Visible to Support Workers and the worker has at least one assigned shift for that Site. The shift does not need to be in progress. The item is read-only on mobile.
Information Items on Mobile
From an assigned shift, open its Site. Visible Information Items appear under Information. Select a row to open its full rich-text Details and attached Documents. The app does not create or edit Information Items.
Site Documents
Overview
The Documents tab stores general files associated with the Site.
Uploading Documents
Open Documents, select Upload Documents, choose one or more files, and complete the upload. Categories and other available fields follow the provider's document configuration.
Viewing and Downloading Documents
Select a Document to open it. From there you can view, download, email, archive or delete it, change its category, and see its audit history.
Site Forms
Overview
The Forms tab has two separate areas: Forms associated with the Site, and submissions made in Site context. Site Forms need the Forms feature on your account.
Associating a Form
Under Associated Forms, select Add Form. In Associate Form, select a Form, then select Associate. Removing an association stops offering that Form from this Site; it does not delete the Form definition or its existing submissions.
Viewing Submissions
Form Submissions lists Site submissions. Use search or the Unread Submissions, Status, and Form filters. Select a submission to view it, or select Fill out Form to complete a new one.
The form picker also offers Register forms. Filling one out from a Site creates its register entry and lists the submission here, so a Site's register submissions are easy to find without searching the register itself.
Site Forms on Mobile
The shift's Forms screen lists eligible Site Forms under Site Forms, after Participant Forms and General Forms. Select one to see the Site and Form name, then select Open Form to continue in the portal using single sign-on.
Site Forms do not offer Submit Exception. That action applies to required Participant Forms.