The Activities Chart provides a structured view of activities completed by service users over a selected period. It helps teams understand participation, engagement levels, and time spent in activities, supporting wellbeing monitoring, and reviews.
What's Improved
Clear, date-based layout showing activities across multiple days
Consistent status indicators for completed, declined, refused, or unavailable activities
Improved visibility of activity engagement and outcomes
Faster access to detailed care notes linked to activity entries
Why It Matters
Supports monitoring of meaningful activity participation
Helps identify patterns of engagement or non-participation
Provides evidence for person-centred care and wellbeing reviews
Supports audits, reviews, and inspection readiness
Where to Find The Activities Chart
Screen 1: Care Planning Audit Entry Power
The Activities Chart can be accessed from:
Charts → Care and medical → Activities chart
Activities Chart - Deep Dive
The Activities Chart displays recorded activities based on the filters you apply. When first opened, the chart loads in an initial state with no data shown until filters are selected.
Key capabilities include:
Viewing activities by date range and service user
Reviewing multiple activity types across selected days
Identifying activity status and outcomes
Accessing detailed care notes linked to each activity
Initial State (Before Filters Are Applied)
Screen 2: Initial State
When the Activities Chart first loads:
The Filters section is displayed at the top of the page
No activity data is shown by default
An informational message prompts the user to apply filters
What this shows
A message indicating that no information is available until filters are applied.
Use this to:
Understand that filters are required to load results
Avoid reviewing incomplete or unintended data
Filters
Screen 3: Filters Section
The Filters section allows you to define which activity records are displayed.
Available filters include:
Select Month – choose the reporting period (e.g. last 28 days)
Select Year – select the reporting year
Service User – view activities for all service users or a specific individual
Exclude Therapeutic Personal Care – exclude personal care activities from the view (toggle)
Once filters are set, select Apply Filters to load the chart.
Use this to:
Focus on specific service users or time periods
Exclude activities not relevant to engagement analysis
Tailor the view for operational or review needs
Activities Chart Table
Screen 4: Activities Chart Table
Once filters are applied, activities are displayed in a grid layout.
Each row represents an activity type (e.g. Exercise, Gardening).
Each column represents a day within the selected period.
Each cell displays:
Activity status icon and label
Number of activities recorded for that day
A View link to access detailed notes
Statuses may include Done, Not Present, Declined, Refused, or Not Available.
What this shows
A day-by-day overview of activity participation for each service user.
Use this to:
Monitor engagement levels over time
Identify days with reduced or missed activities
Support wellbeing and care planning discussions
Status Indicators and Tooltips
Screen 5: Status Indicators and Tooltips
Explaination:
Done - The activity was completed as planned
Not Present - The service user was not present at the time the activity was scheduled
Declined - The service user chose not to take part (declined) in the activity
Refused - The activity was refused by the service user
Not Available - The activity could not be delivered due to external factors (e.g. staffing, resources, or environment)
N/A (Not Available) - No activity was scheduled or recorded for the service user on that time
Status labels may be truncated to fit within the cell. Hovering over the status displays a tooltip showing the full status description (e.g. Not Present).
Screen 6: Tooltips
What this shows
Clear clarification of activity outcomes where space is limited.
Use this to:
Understand activity outcomes accurately
Avoid misinterpreting abbreviated labels
Time Spent Outside (Minutes)
Screen 7: Total Time Spent Outside
A summary row displays the total time spent outside, measured in minutes, for each day.
This value is calculated from all relevant recorded activities for the service user.
What this shows The total daily time a service user spent outside.
Use this to:
Monitor outdoor engagement
Support wellbeing and lifestyle reviews
Evidence meaningful activity participation
Viewing Activity Care Notes
Screen 8: Viewing Activity Care Notes
Selecting View within a cell opens a care notes pop-up modal.
This includes:
Activity description
Duration of the activity
Outcomes and observations
Staff member and time of record
What this shows
Full contextual detail for a specific activity entry.
Use this to:
Review individual activity records in detail
Support follow-up actions or documentation
Provide evidence for audits or inspections
Filtering by Service User
Screen 9: Filtering by Service User
When a specific service user is selected:
The chart refreshes to show only activities linked to that individual
A View Service User button is displayed for quick navigation
Use this to:
Focus on one individual’s activity participation
Support person-centred reviews
Reduce noise when managing larger services
Empty State (No Data Found)
Screen 10: Empty State Handling
When filters are applied and no matching activity records are found:
The Filters section remains visible
No activity data is displayed
An informational message confirms that no results are available
What this shows
That no activities were recorded for the selected criteria.
Use this to:
Confirm that no data exists for the selected period
Adjust filters to broaden or refine results
Avoid assuming missing data
Navigation And Page Actions
Screen 11: Navigation and Page Actions
Navigation controls provide quick access to key actions while viewing the Activities Chart.
These include:
Copy API link – copy activity data for sharing or integration
Print – print the current view for offline review
Return to top – quickly navigate back to the top of the page
Use this to:
Share or export activity data
Print reports for reviews or inspections
Navigate efficiently through longer activity histories