A walkthrough in three short phases. Scroll through at your own pace.
Sign in to Livy. You’ll land on the dashboard, which gives an overview of your organisation at a glance. Open the People area from the left-hand menu, 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.
When the person appears, click their name to open their record.
The profile opens on Basic Information, which holds personal details. Two more tabs sit alongside it: Support Worker and Support Document.
The Support Worker tab shows the colleagues who support this person, grouped by access level. You do not need it this time, so carry on to the third tab.
Click the Support Document tab. This is where every support plan and supporting document for this person is stored.
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 ‘Support Plan February 2026’. The description is optional. Use the change description to note what is new or different about this version.
Once the details are filled in, click Select File to choose the document from your computer.
Pick the document you want to upload. It must be a PDF. Then open it to attach it to the form.
Check the details are right, then click Upload to attach the PDF to the form.
Don’t forget this last step. Click Update in the top right. Until you save, the document is not added to the person’s record. Once saved, the support plan is visible to colleagues on shift.
