Upload a care plan for a Person We Support.

Sign in to the staff portal. You’ll land on the dashboard, where you can see an overview of your organisation at a glance.

Open the People area from the left-hand menu. This is where every Person We Support has their own record.

Use the search bar to find the person whose record you need. You can search by name, and the list narrows as you type.

Click into their record to open their profile. You’ll see the search bar highlighted for the person you’re looking for.

The profile opens on Basic Information, which holds personal details. Two more tabs sit alongside it.

The second tab shows the team of colleagues who support this person, grouped by access level.

The third tab is where every care plan and supporting document for this person is stored. This is the one you want.

Click the Upload button in the top right of the Supporting Documents area. A short form will open.

Give the document a clear name (for example, ‘Risk Assessments – February 2026’). The description is optional. Use the change description to note what’s new or different about this version. Then click Select File.

Pick the PDF you want to add and click Upload. The system attaches it to the form you just filled in.