# 5 February 2026

Source: https://docs.astalty.com.au/training-and-updates/changelog/february-2026/5-february-2026

> Astalty updates released on 5 February 2026: Improved Support Note Visibility Settings; Greater Control over Risks PDF Export; Improved Alert Management...

## Improved Support Note Visibility Settings

We've enhanced **Support Note** visibility settings to give organisations greater control over how historical Support Notes are shared, helping Support Workers feel more prepared and informed before heading into a shift.

By allowing appropriate access to previous Support Notes, Support Workers can better understand recent updates, preferences, and important context for their assigned Participants - reducing surprises and supporting more consistent, confident care.

**Support Worker** visibility options include:

- **Disabled** - Support Workers **will not be able** to view any Support Notes for their Participants that were created by other Support Workers.
- **Show All** - Support Workers **will be able** to view **all** Support Notes for their Participants from **all** Support Workers, providing full historical context.
- **Show for Time Range** - Support Workers **will be able** to view Support Notes from **all** Support Workers within the defined\*\* History Limit \*\*(set in days). This allows organisations to tailor how much historical information is shared, based on what best suits their operational preferences.

![The Note Visibility section of Scheduling Settings with the Show Past Notes to Support Workers dropdown open on Disabled, Show All and Show for Time Range, and History Limit (days) set to 14 highlighted.](https://docs.astalty.com.au/assets/note-visibility-1.png)

In addition, organisations can now control **Note Visibility for Team Members**. Team Members may include roles such as Support Coordinators or other administrative or clinical staff who may find it useful to review Support Notes for oversight, planning, or continuity purposes.

**Team Member visibility options include:**

- **Visible**
- **Hidden**

No history limits apply to Team Member visibility settings.

![The Note Visibility section of Scheduling Settings with Support Notes Visibility for Team Members highlighted and its Visibility dropdown open, showing Visible and Hidden.](https://docs.astalty.com.au/assets/note-visibility-2.png)

These updates are designed to support better communication, improved preparedness, and stronger continuity of care across your team.

For more information, visit the [Scheduling Settings](https://docs.astalty.com.au/guide/scheduling/setup/scheduling-settings) guide.

## Greater Control over Risks PDF Export

In response to user feedback, we've added the option to exclude Risks from PDF exports. This gives you greater flexibility when sharing documents with stakeholders, helping ensure that only relevant and appropriate information is included, depending on the audience or the purpose of the export.

![The Select Risks to Export drawer with two of three Risks ticked, the Include Glossary tick box ticked, both areas highlighted, and an arrow pointing to the Export (2) button.](https://docs.astalty.com.au/assets/risks-pdf-2.png)

For more information, visit the [Risks](https://docs.astalty.com.au/guide/participants/risks) guide.

## Improved Alert Management Workflow

Users can now open a Participant's profile directly from an Alert in the **Alerts Report** by selecting the three dot menu. This streamlines navigation, reduces unnecessary steps, and makes it faster to review Participant details and update Alerts without interrupting your workflow.

In addition, we've also made a slight change to the language used in the filters to now show the Active/Archived Status as **Alert Status**.

![The Participant Alerts Report with the Alert Status filter label highlighted, and an arrow to the three-dot menu on one alert, opened to show View Profile and Audit Trail.](https://docs.astalty.com.au/assets/participant-alerts-1a.png)

For more information, visit the [Participant Alerts Report](https://docs.astalty.com.au/guide/reports/participant-alerts-report) guide.

## Enhanced Invoice Summaries for Clearer Cash Flow Insights

We've introduced summary totals on the Invoices page that display the **Total Invoice Amount** and **Total Outstanding**, dynamically updating based on the filters applied. This new addition makes it easier to quickly assess invoicing activity and track cash flow at a glance, without needing to export or manually calculate totals.

![The Invoices page with highlights on the filter button and its Type, Date and Paid Status options, and on the Total Invoice Amount and Total Outstanding cards above the list of invoices.](https://docs.astalty.com.au/assets/invoices-1.png)

For more information, visit the [Invoices](https://docs.astalty.com.au/guide/finance/invoicing/invoices) guide.

## Form Submissions Export - Exclude Archived Forms

We've added a new option to the Form Submission Export that gives you more control over what data is included. When exporting submissions for a specific Form, you can now choose to exclude archived submissions. This makes it easier to focus on active, relevant data without needing to clean up the export after downloading.

![The Form Submissions Export page with Select a Form, From and To filters, and the Exclude archived submissions checkbox highlighted under Export options.](https://docs.astalty.com.au/assets/form-submissions-exclude-archived-forms.png)

## Improved Export Visibility for Participant Sign-Offs

The Shifts Export and Completed Shifts Exports now clearly capture whether a Participant has signed off on their supports, making it easier to verify approvals, support completion, and maintain accurate records.

### Shifts Export

See [Shifts Export](https://docs.astalty.com.au/guide/exports/shifts-export) for the current export fields and filters.

![A Shifts Export spreadsheet with columns for Support Worker, Participants, Start Time, End Time, Clock In Time, Clock Out Time, Shift Duration and Participant Signed Off.](https://docs.astalty.com.au/assets/shifts-export-csv-1.png)

### Completed Shifts Export

![A completed shifts export in a spreadsheet with two rows for one Support Worker, told apart by the Type column. The Shift row holds the times, durations and Participant Signed Off value, while the Travel Distance row fills only the travel distance columns.](https://docs.astalty.com.au/assets/complete-shifts-export-1.png)

For more information, visit the [Shifts Export](https://docs.astalty.com.au/guide/exports/shifts-export) and [Completed Shifts Export](https://docs.astalty.com.au/guide/exports/completed-shifts-export) guides.

## New Note Template Types

Our engineers have been busy adding in several new Note Template Usage Types. If you would like to utilise this, please navigate to the Note Templates section within the Tasks and Notes Settings.

### User Note Template

You can now create and use your own User Note Templates! Existing Note Template functionality has been enhanced to let you create reusable User Note Templates, making it quicker and easier to capture consistent, high-quality user notes every time.

![The Update Note Template drawer for a template named General User Note, with the Usage Type highlighted and set to User Notes, above template text with Date, Subject, Notes and Follow Up Required headings.](https://docs.astalty.com.au/assets/user-note-template.png)

![The Update Note drawer, with the template button highlighted in the editor toolbar and its menu listing General User Note, and an arrow from it to the Date, Subject, Notes and Follow Up Required headings in the note.](https://docs.astalty.com.au/assets/user-note-template-2.png)

### Incident Details and Incident Follow-up Note Template

You can now use Note Templates when completing Incident Forms! Templates are available for both Incident Details and Incident Follow-up sections, helping ensure consistent, complete, and compliant information is captured across all incidents.

![An incident form with arrows to the template button in the toolbars of both the Follow up details and Details editors, and the Details menu open to show an Incident Note template.](https://docs.astalty.com.au/assets/incident-note-template.png)

## Hide Event Details on Hover

We've introduced a new feature in the Schedule called **Hide Event Details on Hover**, giving you greater control over how event information is displayed. You can now choose to turn off event descriptions from appearing when hovering over events in the Schedule, creating a cleaner and more streamlined viewing experience where needed.

![The Schedule with the Settings menu open and the Hide event details on hover checkbox highlighted, beside a highlighted hover card showing a Group Support's times, repeat frequency and description.](https://docs.astalty.com.au/assets/hide-event-details.png)