New features

Setting up recurring worker availability in Lookout

Setting up new availability rules

You can now set availability rules in Lookout which gives you the ability to add more granular recurring availability schedules to worker rosters 🎉. Learn more.

Generate availability rules reports

You can also generate a report for availability rules. This will give you the ability to see all of your workers' availability schedules at a glance.

Updating availability in the helper app

Workers will also be able to see their availability through the app on their schedule page. Employee workers will no longer be able to edit their own availability through the app.

Accounts payable report

You can now generate a weekly (Monday through Sunday) report of supplier generated invoices.

Select the desired week from the dropdown list and then click on Generate.
A copy of the report will then be emailed to you.

Custom help plan templates

The option to create custom help plan templates as well as edit existing templates is now available.

Furthermore, we now have the option to hide help plan templates that you don’t need.

Enable or disable available help plan templates

For information about customising your help plan templates, please contact your Lookout representative.

If you have any questions about using help plan templates, you can contact support via the Intercom online chat widget in Lookout.

Configure helper visit options

The option to disable the Edit and Cancel visit buttons for helpers (Support workers) is now available.

Helper configuration for editing or cancelling visits

For information about configuring your helper visit options, please contact your Lookout representative.

Improvements

Easily identify a client's funding scheme

You will now see the funding scheme that is attached to a membership alongside the client’s name in the search dropdown. This way you can easily identify which membership to select when rostering a new visit.