A Guide to Taking Activity Attendance

There are two ways to record activity attendance in StoriiCare — from a scheduled activity in the Calendar, or as an ad hoc entry for activities that were not planned in advance.

If a planned or recurring activity is already set up in your Activity Calendar, attendance can be recorded directly from there once it has taken place.

• Open the Calendar feature and click on the day the activity took place

• Click on the activity to open it

• Click the Take Attendance button

From the attendance form, the saved details of the activity will pull through automatically, but these can be adjusted using the dropdown menus if needed.

• Add any Activity Notes if required — this field is private to staff and will not be visible to Family Connections. If you want to share this section with Family Connections, use the designated toggle

• Select the participants who attended from the Activity Participants list

• Click the grey question mark box beneath a participant's profile image to optionally record:

  • Their level of Engagement

  • Changes to their Mood

  • Any Additional Notes for staff or Connections to see

  • Check Declined if the activity was offered, but the participant opted out

  • Linked Outcomes that are relevant to the activity (i.e., if the participant has a goal or outcome related to mobility and they attended an Aerobic class) See: How to Link Goals to Activity Participation for more details

  • Individual Notes

• Click Submit to save each participant's record, then continue with the remaining participants

• Once all participants have been recorded, click Save in the top right corner

Note: Recording engagement, mood, and notes is optional. You can click Submit straight away if you only need to log attendance.

Once saved, the recorded activity will appear in:

• The Recent Actions section of the Dashboard

• The Timeline on each participant's profile

• The Participation tab of each participant's profile — Family Connections can view these in The Storii Family App, and will receive a notification when a new activity is recorded

An ad hoc activity is one that was not scheduled in advance on the Calendar. Use this option to record attendance for a one-off or unplanned activity.

• Open the Ad Hoc Activity feature on the Dashboard

• Use the search bar to find the activity you want to record

  • Alternatively, you may Add a New Activity Type

• Click on the activity to open the attendance form

• Fill in the activity details and select the participants who attended

• To record engagement, mood, notes, or a declined status, click the grey question mark box beneath a participant's profile image

• Click Save in the top right corner when finished

Once saved, the recorded activity will appear in:

• The Recent Actions section of the Dashboard

• The Timeline on each participant's profile

• The Participation section of each participating participant's profile — Family Connections can view these and will receive a notification when a new activity is recorded

If you need to make changes to activity attendance that has already been taken and saved, follow these steps:

• Open the Calendar

• Navigate to your activity on the Day view

• Click the View/Edit Attendance button

• Click the Edit text in the bottom, right corner

• Make your updates and changes

• Click Save (or Delete)

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.