GN Wellsprings — Staff Portal

📝 Start a new submission

Pick a service user and start their next monthly form. Only your assigned service users appear, filtered to the ones that need each form.

Tip: submitted forms are filed automatically the moment you submit.

⚡ Main actions

Tap an icon to start a new form. Forms are pre-filled with your details.

👥 My service users

Quick icons per client: 💬 chat · 📊 risk history · 🏥 hospital passport · 🗣 communication passport · 📋 monthly risk submission.

📒 Client expense sheets — this month & last month

Read-only view of every Cash and Card entry on the sheets of the clients you have finance access to. Only the current month and the previous month are shown. Each month is its own sheet.

💷 Add a finance expense

For any client you have finance access to. Pick the client, choose the sheet type, fill in the row, and click Add entry. Receipts are stored against the row.

Recent entries you have added

💷 Client finance sheets I can view

Clients whose finance sheets have been shared with you. Click to open the read-only view.

Everything from every client's calendar in one place. Filter to a single client to focus, or pick a day to see what's happening that day.

My Care Teams Chat · Notices · Calendar · Planner

One team per client — 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 — completed, in progress or assigned. Click Open / continue to view or edit (works for both supervisors and supervisees while the form is unlocked).

My record Evidence-backed only

Dates here come from your real submissions. Nothing is shown unless an evidence file is on file.

My history

My Monthly Risk Monitoring submissions

Your own risk submissions only — listed newest first. Click a row to open the PDF if one has been filed.

📋 Generate a form

Create a new Spot Check, Supervision or Appraisal form. The form opens pre-filled with your name and code.

Or pick someone else below to start a form for a colleague — the dropdown defaults to you but you can choose any team member.

People I supervise

Employees whose Supervisor code is set to —. Open a Supervision, Spot Check or Appraisal form pre-filled with their details. Submitting saves a copy to your records.