# 26 February 2026 Source: https://docs.astalty.com.au/training-and-updates/changelog/february-2026/26-february-2026 > Astalty updates released on 26 February 2026: Form Export Improvements - Summary Details Now Included; Staff Birthdays Report; Better Visibility of Address... ## Form Export Improvements - Summary Details Now Included ### Incident Reports Following valuable user feedback, we've enhanced the **PDF Export for Incident Reports** to deliver a more complete and transparent record of each incident. The exported PDF now includes all key information captured within the **Incident Details** section, ensuring nothing critical is left out when sharing reports externally. This includes: - **Incident Summary** - Type, Status, Incident Date, Category, Severity, and Completed Date - **Reporting Information** - Reported By, Reported At, NDIS Reportable details (Reportable Type and Reportable ID), and Assignee - **Details** - All information entered by Astalty users - **Follow Up Details** - Actions, updates, and review information added by Astalty users - **Who Was Involved** - Individuals selected as being involved in the incident This improvement ensures that follow-up actions, reviews, and outcomes are clearly documented in the exported PDF. By providing a more comprehensive and accurate record, this update strengthens transparency and makes it easier to confidently share incident documentation with stakeholders, auditors, and leadership teams. ![An Incident Report document with the Incident Summary, Reporting Information, Details, Follow Up Details and Who Was Involved sections highlighted at the top, above the Incident Details form answers.](https://docs.astalty.com.au/assets/incident-report-export-1.png) For more information, visit the [Incident Follow Up](https://docs.astalty.com.au/guide/incidents/incident-follow-up) guide. ### Referral Forms You'll also find that **Referral Forms** printed from the [Referrals Register](https://app.astalty.com.au/referrals) will now include the **Referral Summary** and **Details** completed during the Referral acceptance process, ensuring all key information is captured in the printed document. ![A Referral document with the Astalty logo, showing a Referral Summary with Status, Participant, Assignee and Created At, and a Details section, above the Participant Details form answers.](https://docs.astalty.com.au/assets/referral-form-1.png) For more information, visit the [Referral Follow Up](https://docs.astalty.com.au/guide/referrals/referral-follow-up) guide. ### All Other Form Submissions Additionally, you can export PDF's for **all** Forms from the **All Submissions** page. Please note, information captured in the Incident and Referral Registers **will not** be included in the PDF exports when accessing through All Submissions. This update allows users to generate a professional PDF version of any submitted form, including all captured responses, and basic summary information. The exported document provides a clean, shareable record suitable for printing, secure storage, or external distribution. This enhancement improves accessibility of form data, streamlines record-keeping, and makes it easier to retain and share completed submissions when required. ![The exported PDF of a Feedback Form submission, with the organisation logo, Submission Details showing when it was submitted, Organisation Details with the NDIS Provider Number, and the submitted answers below.](https://docs.astalty.com.au/assets/forms-export-2.png) For more information, visit the [Viewing Submissions for a Form](https://docs.astalty.com.au/guide/forms/manage-forms/submissions) guide. ## Staff Birthdays Report Admin users can now access the **Staff Birthdays Report**, providing visibility of recent and upcoming team birthdays-so you can stay organised and celebrate your team without missing a moment! ![The Staff Birthdays Report with four sections: Birthdays Today cards showing each user's age and date of birth, Upcoming Birthdays, Recent Birthdays from the past week, and Missing Date of Birth with an Update link for each user.](https://docs.astalty.com.au/assets/staff-birthdays-report-1.png) For more information, visit the [Staff Birthdays Report](https://docs.astalty.com.au/guide/reports/staff-birthdays-report) guide. ## Better Visibility of Address Details on Hover Hovering over an Address within a Participant's profile now displays the information entered in the **Details** field, allowing users to quickly view additional notes without opening the full record. This enhancement reduces clicks and improves administrative efficiency. ![The Address card on a Participant's profile with arrows pointing to a Primary Address and the tooltip shown above it, which reads Example details.](https://docs.astalty.com.au/assets/hover-on-address-1a.png) For more information, visit the [Profile](https://docs.astalty.com.au/guide/participants/profile) guide. ## Pay Group Override for Shifts Astalty now gives providers greater control over how Support Workers are paid with the introduction of **Pay Group Overrides**. Previously, employees were paid according to the default pay group set in their HR & Payroll profile. With this update, you can now assign a different pay group at the shift level, allowing you to apply different rates for specific shifts when needed. This added flexibility ensures payroll better reflects the nature of the work being performed, while still integrating seamlessly with **Xero** and **Employment Hero** exports. When timesheets are exported, the selected shift-level pay group override is automatically applied to the payroll line items. This enhancement provides more precise rate management, improved payroll accuracy, and greater operational control for providers. ![The Create Shift Event form for a Direct Support, with an arrow to the Pay Group Override drop-down beside the selected Support Worker, open and highlighted to show pay groups such as SCHADS - 2.1 and SCHADS - 3.2.](https://docs.astalty.com.au/assets/pay-group-override-1.png) For more information, visit the [Paying different rates for different shifts](https://docs.astalty.com.au/guide/scheduling/setup/services-and-charges/paying-different-rates-for-different-shifts) guide. ## New Search Function for the Astalty Video Library We've enhanced the **Astalty Videos Library** to make learning and navigation easier than ever. The videos page now features a **new search function**, allowing users to quickly find specific videos using the search bar. Content has also been organised into clearer **categories**, making it simpler to browse different sections and locate relevant resources. In addition, we've introduced a direct link to the **Astalty Training Modules**. These modules provide structured, step-by-step walkthroughs and guided onboarding to support users who are new to Astalty or looking to deepen their understanding of the platform. These improvements make it faster to access helpful resources, streamline onboarding, and empower users to confidently navigate and utilise Astalty's features. ![The Astalty video library page, with the Filter by title or keyword search box and the Filter by category buttons highlighted, and an arrow pointing to the View training modules button.](https://docs.astalty.com.au/assets/video-library-1.png) To see more, visit our [Video Library](https://docs.astalty.com.au/videos). ## Participant Tags Export We've introduced a new **Participant Tags Export** to give users greater visibility and control over their tagging structure in Astalty. This export provides a complete overview of all Participant Tags created in the system, including the Tag name, associated hex code colour, number of Participants associated, and the date the Tag was created. With this export, organisations can more effectively manage Tag governance, identify unused or duplicate Tags, maintain consistent naming and colour conventions, and improve the accuracy of Participant segmentation and reporting. This enhancement supports better data hygiene, stronger operational oversight, and more informed decision-making across teams. ![The Create Export page with three numbered steps: Exports in the main menu, the Participants tab, and the Participant Tags row, described as Export all Participant Tags with Participant counts.](https://docs.astalty.com.au/assets/participant-tags-export-1.png) ![A Participant Tags Export spreadsheet with UUID, Name, Colour, Participant Count and Created Date columns, listing tags such as Complex, Mental Health, Non Verbal and SMS Only.](https://docs.astalty.com.au/assets/participant-tags-export-3.png) For more information, visit the [Participant Tags Export](https://docs.astalty.com.au/guide/exports/participant-tags-export) guide. ## Participant Name Display We've introduced a new **Participant Name Display** setting, giving organisations more flexibility in how Participant names appear across Astalty. This setting allows you to control how names are displayed in listings, dropdown menus, search results, and selection fields. You can choose to display either: - **First & Last Name**, or - **Preferred & Last Name** (with automatic fallback to first name if no preferred name is recorded) This enhancement improves day-to-day usability by allowing teams to interact with Participants using their preferred names throughout the platform, while maintaining professionalism and compliance. Importantly, this update only changes how names are displayed within the system. It does **not** modify stored Participant data, and **legal first and last names will continue to be used on invoices and formal documents** (including NDIS templates). This feature provides greater flexibility for user experience while ensuring compliance requirements remain unchanged. ![The Participant Name Display dialog, with the Display Mode option Preferred & Last Name selected and highlighted below First & Last Name.](https://docs.astalty.com.au/assets/preferred-name-1.png) For more information, visit the [Participant Settings](https://docs.astalty.com.au/guide/settings/participants-settings#participant-name-display) guide.