LivyLivy
Reference library

Livy reference guides

Short, interactive how-to guides for using Livy day to day. Dip in whenever you need a reminder of how something works. Each guide opens in your browser, with nothing to download or install.

Livy is now part of our day-to-day support planning process.

Support plans and related documents are now uploaded and managed digitally through Livy rather than paper records. Please ensure that any information you add is accurate, professional, and reflects the support being provided.

As Livy is still new to iDirect, we are continuing to learn and improve how we use it. If something doesn’t look right, you encounter an issue, or you have suggestions that could improve the system, please let us know.

Feedback, questions, and technical issues can be sent to:
Vadivelan Marimuthu, Head of IT · vadi@idil.co.uk

If you identify anything that could affect confidentiality, safeguarding, data protection, or the accuracy of a person’s record, please report it immediately rather than attempting to work around the issue.

Start here

Two ways into Livy

Support colleagues work mostly in the app. Managers use the Staff Portal. Both open in your browser.

The app

Where support colleagues read and sign plans, and leave comments.

https://app.idil.co.uk/#login-screen

Open the app

Got the app installed? If the Livy app is already on your phone or tablet, just open that. It’s the same thing as the browser version.

The Staff Portal

Where managers upload, review, sign off and respond to comments.

https://staff-portal.idil.co.uk/

Open the portal

For support colleagues

Working with a support plan

Finding, reading, signing and commenting on someone’s plan.

Find a support plan

Get to the right document inside someone’s record.

Read and sign a plan

Read a plan properly and sign to confirm you’ve understood it.

Leave a comment

Share something the team should know about a plan.

For managers

The Staff Portal

Setting people up, managing documents, and keeping on top of what’s changing.

Set a colleague’s reporting manager

Choose who signs off a colleague’s work.

Add a colleague to a team

Bring a colleague onto the team around a Person We Support.

Upload a support plan

Add a new support plan document to a Person We Support.

Upload a new version of a document

Replace an existing document with an updated version.

Storing a finished document

Save the Word version to Box and keep a PDF copy as a fixed record.

Pinned documents and categories

Pin the key documents and organise them by category.

What the icons mean

A quick reference for the status icons you’ll see on documents.

See who’s read or signed a document

Check who has accepted a document, and who’s still pending.

Read and respond to comments

Read the comments colleagues have left, and reply.

Managing your notifications

Find, open and tidy the notifications in the bell.