# 11 September 2025

Source: https://docs.astalty.com.au/training-and-updates/changelog/september-2025/11-september-2025

> Astalty updates released on 11 September 2025: New Quick Action Menu; Side Menu Toggle; Referrals Status Filters Now Visible by Default; New field: Service...

## New Quick Action Menu

Think of this as that perfect gift from a friend who just gets you! It may be small, but it makes a big impact on how you navigate Astalty. We're excited to announce the rollout of our new Quick Action Menu, letting you move anywhere within Astalty using only your keyboard.

Access the Quick Action Menu using:

- **ctrl+k** on PC, or
- **cmd+k** on Mac

With the Quick Action Menu, you can:

- Keep track of your history of viewed Participants,
- Create a task directly from the menu, and
- Access contextual pages based on the page you're currently on.

If you're already using it, we'd love to hear your feedback! And if you don't yet have access, please reach out to our support team.

![The highlighted quick action menu open over the Finance dashboard, with a command search box, Create Quick Task under Quick Actions, and Dashboard, Tasks, Calendar, Participants and Forms under Quick Navigation.](https://docs.astalty.com.au/assets/quick-action-menu.png)

## Side Menu Toggle

We've listened to your feedback and rolled out an updated sidebar navigation! You can now choose to have it auto-hide (automatically expanding and collapsing to show minimal icons) or set it to stay permanently expanded or minimised, giving you more options for navigating Astalty the way you like.

If you prefer to disable the auto-close behaviour, toggle the new option in your settings. You can then control the sidebar's open or closed state using the top toggle button or the CMD + B keyboard shortcut, putting you in full control of your workspace.

![The Dashboard with the user menu open at the bottom of the sidebar, where arrows point to the highlighted Sidebar Behaviour options Manual, with its keyboard shortcut, and Automatic, and the sidebar toggle button highlighted at the top left.](https://docs.astalty.com.au/assets/side-bar-navigation.png)

## Referrals Status Filters Now Visible by Default

Status filters are now shown by default on the Referral page, giving you an at-a-glance view of every stage in the referral process. This makes it easier to scan across statuses, identify what needs attention, and save time by reducing extra clicks.

![The Referrals page with the Status filter highlighted below the search bar, showing New, Under Review, Accepted, Completed, Archived and Declined.](https://docs.astalty.com.au/assets/referrals-status-filter.png)

## New field: Service Exit Reason

You can now record the reason a Participant exits when their profile is archived. Just like with the 'Exit Date', you'll be prompted to provide the reason during the archiving process.

![The Archive Participant dialog with the Participant's name typed in Confirmation, an Exit Date, and the Exit Reason field highlighted with a sample reason, above the Cancel and Archive buttons.](https://docs.astalty.com.au/assets/exit-reason.png)

The information entered is then stored in the new Exit Reason field, found on the Edit page of the Participant's profile. This ensures important exit details are consistently captured and easy to reference later.

![The Participant edit drawer for an archived Participant, with the Service exit date under Other Details and the Exit reason field highlighted, showing the stored reason.](https://docs.astalty.com.au/assets/exit-reason-2.png)

## Audit Trail Now Available In Both Plans And Services

You can now view the audit trail of changes made within both the plan and services you're currently viewing, by selecting the option 'View Audit Trail' at the bottom of the page. This makes it easy to see exactly when a change was made and by whom, giving you confidence and peace of mind when managing plan details.

To review changes from previous plans, navigate to that plan through the 'All Plans' panel in 'NDIS Plans', before selecting the option 'View Audit Trail' at the bottom of the Plan and Service pages.

### Plan Audit Trail

See [NDIS Plan](https://docs.astalty.com.au/guide/participants/ndis-plan) for the current Plan management workflow.

![A Participant's NDIS Plan page with NDIS Plan highlighted in the profile menu and an arrow pointing to the highlighted View Audit Trail link at the bottom, below the All Plans table.](https://docs.astalty.com.au/assets/plan-audit-trail.png)

![The Audit Trail panel for a plan with a search bar and a highlighted entry showing who created the plan, with its Start, End, Is Pace Plan and Participant details.](https://docs.astalty.com.au/assets/plan-audit-trail-2.png)

### Service Audit Trail

See [Services](https://docs.astalty.com.au/guide/participants/ndis-plan/services) for the current Service management workflow.

![A Participant's Service Summary page under NDIS Plan, with an arrow pointing to the highlighted View Audit Trail link at the bottom right.](https://docs.astalty.com.au/assets/service-audit-trail.png)

![The Audit Trail panel for a service, with highlighted entries showing who changed the Amount from 100000 to 120000 and who created the Plan-Service, with details such as Name, Start Date, End Date and Management Type.](https://docs.astalty.com.au/assets/service-audit-trail-2.png)

## Improved User Guide Navigation

We've added new menu options in the User Guide to make Training Videos and the Changelog easier to find. These updates give you quicker access to helpful resources and keep you up to date with the latest changes.

![The User Guide's Documentation home page with cards for User Guide, Videos, Sign Up and Contact Support, the Changelog and Training cards highlighted, and Guide, Training, Videos and Changelog links in the top menu.](https://docs.astalty.com.au/assets/guide-main-page.png)
