# 21 May 2026

Source: https://docs.astalty.com.au/training-and-updates/changelog/may-2026/21-may-2026

> Astalty updates released on 21 May 2026: Using Risks in Document Templates; Participant Schedule Updates; Zero Travel Time (to and from supports); Improved...

## Using Risks in Document Templates

You can insert a summary of a Participant's active risks directly into document templates using the **All Risks Summary** placeholder. This works for both Astalty templates and Word documents.

To add it, open the template editor and type risk to see the **All Risks Summary** option, or type ${ris to find the **Participant All Risks Summary** placeholder. Select it to insert it into your template.

When the document is generated, the placeholder is replaced with a table containing the following columns:

- **Risk To** - who the risk applies to (Participant, Business, or Staff)
- **Description** - the details of the risk
- **Controls** - the controls in place to manage the risk

![A Risks & Safeguards table in a document, with Risk To, Description and Controls columns listing four risks to a Participant, each with a short description and a bulleted list of controls.](https://docs.astalty.com.au/assets/risks-placeholder.png)

Only active risks are included in the output. For more information on document templates, see the [Available Document Template Placeholders](https://docs.astalty.com.au/guide/document-template-placeholders) guide.

## Participant Schedule Updates

The Participant schedule now mirrors the main schedule view, using the same support tiles, colours, and layout. Schedulers can see at a glance what supports are happening for a Participant and whether each one has been published or assigned - without needing to switch views or cross-check.

![A Participant's profile with Supports highlighted in the side menu and the Calendar tab showing one week of supports as coloured tiles, each with its time and most with names.](https://docs.astalty.com.au/assets/participant-supports-1-1778417545.png)

For more information, visit the [Viewing a Participants Schedule](https://docs.astalty.com.au/guide/scheduling/viewing-a-participants-schedule) guide.

## Zero Travel Time (to and from supports)

You can now set a travel item's Duration to 0 minutes when capturing the kilometres associated with travel that happens within a scheduled support - for example, travel to or from a Participant that takes place inside the support window rather than in addition to it. Kilometres are still recorded for charging and reimbursement, while the support's scheduled start and finish stay exactly where you set them.

When using 0 minutes, you will need to set the **Charge Behaviour** and **Pay Behaviour** for that travel item to **Kilometres only** so the travel is configured correctly.

This gives organisations more flexibility to schedule supports the way they actually run. If travel is built into your scheduled support time, you can record kilometres without inflating the shift; if travel sits outside the support, you can continue to schedule it as a duration that extends the shift. Either approach is supported, so the schedule stays an accurate reflection of how the support is delivered and how Support Workers are paid and Participants are charged.

![The Update Travel table with a To Support travel item whose Duration (min) of 0 is highlighted, along with its Charge Behaviour and Pay Behaviour both set to Kilometres only. A From Support item below uses Time & km.](https://docs.astalty.com.au/assets/travel-distance-0-1-1778420105.png)

For more information, visit the [Travel (to, during and from)](https://docs.astalty.com.au/guide/scheduling/travel-to-during-and-from) guide.

## Improved Travel Visibility from the Schedule

Supports that include travel are now marked with a car icon on the tile in **Week** and **Fortnight** views. Hover over the icon to see the travel details included in the support. In **Day** view, travel continues to be shown as a line indicator on the edge of the tile.

This makes it much easier for schedulers to see which supports include travel without having to open each one individually. When you're working across a full week or fortnight, travel time can otherwise be easy to overlook. The car icon gives an immediate visual cue, helping you spot travel at a glance, plan routes more confidently, and avoid scheduling conflicts where supports might overlap on travel time.

![Support tiles on the schedule, with an arrow pointing to the car icon in the top corner of one support's tile.](https://docs.astalty.com.au/assets/distance-2-1778421461.png)

![Support tiles on the schedule, with the highlighted tooltip that appears over a tile's car icon, reading Travel from with the travel Duration and Distance.](https://docs.astalty.com.au/assets/distance-3-1778421470.png)

For more information, visit the [Viewing the Schedule](https://docs.astalty.com.au/guide/scheduling/viewing-the-schedule) guide.

## Download Goal Summary - Now with Notes & Tasks

You can now download a PDF summary of an individual Participant Goal from the Goal's **Actions** menu. The summary includes the Goal name, Type, Status, Description, Achievement Strategies, and Barriers, and tick **Include Tasks & Notes** at download time to bundle the Goal's associated Tasks and dated Notes into the same PDF.

This is in addition to the existing all-Goals PDF download from the Goals page, which is unchanged.

Download Goal Summary is currently available to users with the Admin or Manager role.

![The Goal Summary PDF for a Participant, with a Goal Details section (Goal Name, Status, Type, Description, Achievement Strategies and Barriers), a Tasks table listing a task's status, dates and assignee, and a Notes section with a dated note.](https://docs.astalty.com.au/assets/goal-summary-3a.png)

For more information, visit the [Goals](https://docs.astalty.com.au/guide/participants/goals#downloading-goals-as-a-pdf) guide

## Utilisation Report - new Funding Periods filter

You can now filter the Utilisation Report by **Funding Periods** to quickly find Services that do - or do not - have a Funding Period set up. Select **Yes** to show only Services with a Funding Period configured, **No** to show only Services without one, or leave the filter unselected to see all Services. Services with a Funding Period also display a small calendar icon next to the Service name, making them easier to spot at a glance.

![The Utilisation Report with an arrow pointing to the Funding Periods filter set to Yes, and a highlighted calendar icon next to a Service name in the results table.](https://docs.astalty.com.au/assets/utilisation-report-funding-periods-2.png)

For more information, visit the [Utilisation Report](https://docs.astalty.com.au/guide/reports/service-utilisation-report) guide.

## Preview Templates in Template Settings

You can now preview a Template directly from Template Settings before using it. Click **Preview** on any Template to open a pop-out showing exactly how the document will appear when generated - including the heading page, layout, and styling. This makes it easy to confirm your Template looks right before rolling it out to your team.

![A Provider Document Template in Template Settings showing its Name, Usage, Type and Description, with an arrow pointing to the Preview button beside Edit at the top right.](https://docs.astalty.com.au/assets/template-preview-1.png)

![The Template preview pop-out showing the heading page of a Community Access Service Agreement, with the Astalty logo at the top and the document title in large text.](https://docs.astalty.com.au/assets/template-preview-2-1779016325.png)

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

## Per-Participant Contact Visibility in the Support Worker App

You can now control whether a Participant's mobile and phone numbers are visible to Support Workers in the app, on a per-Participant basis. Open a Participant's profile, click **Edit**, and under **Contact Information** you'll find a new **Support worker visibility** field with two options: **Not Visible** (the default for every Participant) and **Show Mobile and Phone**. When set to **Show Mobile and Phone**, Support Workers scheduled on a shift with that Participant will see the Participant's contact details in the app.

![The Participant Details screen in the Support Worker app, with the Contact Details section highlighted showing the Participant's Phone number, below their name, gender, age and diagnoses.](https://docs.astalty.com.au/assets/participant-contact-info-1.jpg)

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

## Cloning Utilisation & Utilisation Variance Notifications

You can now clone Utilisation Notifications and Utilisation Variance Notifications. Click the **three dots** next to any notification and select **Clone** to open a new notification form pre-filled with all the same content - perfect for setting up several similar alerts (like thresholds at 50%, 75%, and 95%) without re-entering recipients and settings each time. Just tweak what's different and save.

![The Utilisation Variance Notifications list with the three-dot menu on a notification highlighted, and an arrow pointing to the Clone option below Edit.](https://docs.astalty.com.au/assets/notification-1-1779023688.png)

![The Utilisation Notifications list with the three-dot menu on a notification highlighted, and an arrow pointing to the Clone option below Edit.](https://docs.astalty.com.au/assets/notification-2a.png)

Fore more information, visit the following guides:

- [Utilisation Variance Notifications](https://docs.astalty.com.au/guide/notifications/utilisation-variance-notifications)
- [Utilisation Notifications](https://docs.astalty.com.au/guide/notifications/utilisation-notifications)

## Improved Capacity Report

The Capacity Report now includes an **Average Hours per week** column within the expanded Team Member view, giving you a clearer picture of weekly availability across each Participant's Services.

You can also now exclude individual Participants from the capacity calculation by clicking the eye icon next to their name. This is useful where a Participant is unlikely to consume their funding as expected - for example, due to failure to engage or other circumstances that limit effective fund utilisation. Excluded Participants no longer contribute to the Team Member's **Billable Capacity** or **Average Hours per week**, so the report more accurately reflects your true capacity to onboard additional Participants.

![The Capacity Report with a team member's row expanded and highlighted, listing their Participants' Services with Amount, Hours, Weeks, Avg. Hours per week and Hours per week columns. Arrows point to crossed-out eye icons on two greyed-out Participant rows.](https://docs.astalty.com.au/assets/capacity-report-1a-1779024932.png)

For more information, visit the [Capacity Report](https://docs.astalty.com.au/guide/reports/capacity) guide.

## Changing the Charge Option on Group Supports

You can now switch a Group Support from **Automatic Charges** to **Manual Charges** after it's been created. Open the Support, click **Update Details**, scroll to the **Charge Option** section, and make the change. When switching to Manual Charges, you'll be prompted to delete the automatic charges that have already been created - we recommend deleting them, as any later changes to the Support or clock in/out times won't update the Charge Item times otherwise. Note that this switch only works one way: a Support created with Manual Charges cannot be changed back to Automatic Charges.

![The Charge Option section with Manual Charges selected instead of Automatic Charges, and the highlighted checkbox Delete the automatic charges that have already been created ticked.](https://docs.astalty.com.au/assets/change-charge-3-1779333551.png)

For more information, visit the [Adding a Group Shift](https://docs.astalty.com.au/guide/scheduling/adding-shifts/adding-a-group-shift#editing-a-group-shift) guide.