Welcome โ please sign in
Type your keyworker code (KW-XX) in the top-right and click Sign in.
Managers โ use the management portal instead.
My service users
Read-only list. Managers handle adding, removing and editing service users.
My Care Teams Chat · Notices · Calendar · Planner
One team per client โ group chat, notice board, calendar and activity planner. Unread badges show new messages and notices since the last time you opened the team.
My Supervisions, Appraisals & Spot Checks
Forms with your name on them โ completed, in progress or assigned. Click Open / continue to view or edit (works for both supervisors and supervisees while the form is unlocked).
| Date | Type | Supervisor | Supervisee | Status | Action |
|---|
My record Evidence-backed only
Dates here come from real submissions stored on SharePoint. Nothing is shown unless an evidence file is on file.
| Mandatory training (last refresher) | Last supervision | Last appraisal | Last spot check |
|---|---|---|---|
My history
| Date | Type | Submitted by | Evidence | Edit |
|---|
My Monthly Risk Monitoring submissions
Your own risk submissions only โ listed newest first. Click a row to open the PDF if one is on SharePoint.
| Period | Service user | Highest severity | Incidents | Submitted |
|---|
My training matrix Mandatory courses
Your row across the 9 mandatory courses. Red overdue, yellow due โค45 days, green more than 45 days away. Click a date to open the certificate.
Staff overview (you & your supervisees)
The same evidence-based overview managers see, but scoped to you and the people you supervise.
| Employee | Code | Mandatory training | Last supervision | Last appraisal | Last spot check |
|---|
People I supervise
Employees whose Supervisor code is set to โ. Open a Supervision, Spot Check or Appraisal form pre-filled with their details. Submitting saves a PDF to the employee's SharePoint folder.
| Employee | Code | Role | Last supervision | Last appraisal | Last spot check | Quick actions |
|---|
All-staff tables Whole team
The full training matrix and the supervision / spot check / appraisal tracker for every employee and manager. Each can be saved as a screen-view PDF to file in SharePoint.
Training Matrix โ all staff
Supervision / Spot Check / Appraisal tracker โ all staff
Dates pre-fill from submissions on file; you can also type dates straight into a cell. Changes save instantly.
| Employee name | 1st Supervision | 2nd Supervision | 3rd Supervision | 1st Spotcheck | 2nd Spotcheck | 3rd Spotcheck | Appraisal |
|---|
Why can't I see X? If a service user or supervisee is missing, ask a manager to update the Service User Register or set your code as their Supervisor code in the management portal.