Where everything lives
The main destinations sit in a navigation bar that follows you around. On a
computer it is the dark strip of icons down the left-hand edge; on a phone it is the
row of buttons across the bottom. Same five things either way:
📊 Home, 💬 Chats, ✅ Tasks,
📋 Reports, and ⋯ More.
⋯ More is the last icon, and it holds everything that is about you rather
than about a destination — status, settings, password, admin portal, sign out, and the version number
this device is running.
There is no ☰ button and no row of buttons across the top any more — both were
retired when the side strip and the bottom bar came in. If a colleague is hunting for the old top
bar, point them at ⋯ More.
| What | Where |
| Dashboard | 📊 Home in the side strip / bottom bar |
| Chat | 💬 Chats |
| Tasks | ✅ Tasks |
| Shift reports, incidents, intakes | 📋 Reports (the Submissions view) |
| Set your status | ⋯ More → 🟢 Set status |
| Text size and other settings | ⋯ More → 🎛 Settings |
| Change your password | ⋯ More → 🔑 Change password |
| Which version you are running | ⋯ More → the number at the bottom of the menu |
| New task | ➕ at the top of any task list, on the Dashboard or the Tasks tab |
| Export to Excel | Submissions → ⬇ Export to Excel, beside the filters |
| Export one report as PDF | Open the submission → Export PDF |
| Post an announcement | In a chat → ✚ beside the message box → 📢 Post an announcement |
| House calendar | Open a house chat → ✚ → 📅 House calendar |
| Complete a shift report | Open a house chat → ✚ → 📝 Complete shift report |
| Medication sign off | Open a house chat → ✚ → 💊 Medication sign off |
| Who is in a chat | Open the chat → ⋮ → 👥 Who's here |
| Search inside a conversation | Open the chat → 🔍 at the top right |
| Sheets — shared spreadsheets | 🧮 Sheets in the side strip — on a phone inside ⋯ More |
| Updates — task comments, @mentions, sheets shared with you | 🔔 at the top right — on a phone ⋯ More → 🔔 Updates |
| SMS, Notes, HR and the rest | ⚙ in the side strip — on a phone they are listed inside ⋯ More |
| How to use the app | ⋯ More → 📖 How to use the app |
You will not see all of these. The screens under ⚙ are switched on
one person at a time, so your list is shorter than somebody else's and that is deliberate — it is
not something being hidden from you by accident. If you need one you have not got, ask.
✚ does, ⋮ settles. Everything you can do in a conversation — attach,
announce, request cover, the calendar, the shift report, medication sign off — is under
✚ beside the message box. ⋮ at the top right is only that chat's
settings: who is in it, its notification sound, and muting it.
1 · Getting started
Works on a phone and on a computer, and you can use both. On a computer just open
hub.myhomelivingcare.com/staff — no install needed.
On a phone, follow hub.myhomelivingcare.com/install to add it to your home
screen. Worth doing even if you mostly work at a desk: notifications for messages and task
assignments only reach you reliably once it is installed.
Your username is your email address. The temporary password is
MHLC1234 unless you were given a different one. You will be asked to choose
your own password the first time you sign in.
Some office accounts are not attached to any house at all. That is deliberate — the work runs
through chat and tasks, and house records are not part of it.
2 · The Dashboard
Where: 📊 Home in the side strip or the bottom bar.
On a computer this is where you land when you sign in — chat and tasks side by side, so you are
not clicking between them all day.
On a phone you now land in 💬 Chats instead. The Dashboard's two-column layout has
to stack on a small screen, which made it a slower way to reach the chat you were opening the app
for. It is still there under 📊 Home whenever you want it.
- The chat panel is the same live chat as the Group Chat tab — same messages, same place.
- The task rows beside it are your open work. Click one to open it.
- You can create and edit tasks straight from here — no need to switch tabs.
On a phone the Dashboard stacks: chat first, then tasks underneath.
3 · Tasks
Where: ✅ Tasks in the side strip or the bottom bar, or the task
rows on the Dashboard. The views are buttons across the top of the task list.
The board is wider than it was. The three columns now use the full width of the
screen rather than a narrow centre strip, so fewer cards are cut off and less scrolling is needed.
On a phone the columns still stack one under the other.
The views
| View | What is in it |
| My tasks | Assigned to you. |
| Team board | Everyone's shared work. Private tasks never appear here. |
| 🔒 Private | Private tasks you are part of — created by you, assigned to you, or shared with you. |
| Archive | Completed tasks, searchable. |
Unclaimed tasks
A task nobody is assigned to shows an Unclaimed flag and an 🙋 I'll take
it button. Unclaimed tasks sit at the top of their column on the Team board,
and at the top of the Team panel on the Dashboard, until someone takes them — then they move into
the list like any other task and appear on that person's My tasks.
Creating a task
1
Tap ➕ at the top right of any task list — on the Dashboard or the Tasks tab. On the Tasks tab it reads ➕ New task.
2
Give it a title, and assign it to someone — or leave it unassigned so anyone can pick it up. To give it to more than one person, tap + Add more people under the name and tick the others.
3
Set a due date and mark it urgent if it matters.
4
Tick 🔒 Private if it should stay off the Team Board, then choose who can see it.
Several people on one task
- The person in the Assigned to box is the one shown on the card; everyone ticked
under + Add more people is on it too.
- Everyone on it has to mark it done before the task closes. The card shows how many
have, for example “2 of 3 done”.
- Change who is on it from ✏️ Edit, or from the people button on the open task.
Everyone added is notified; anyone taken off is told it was taken off them.
- A repeating task keeps everyone on every new copy.
What the other person sees
When you assign a task, a card appears in your direct message with that person
saying you assigned it, and they get a notification. When it is completed, the same conversation
says so. You can mark a task done straight from that card.
If the task was created from a message in a group chat, the completion is posted back into
that group — so the team that raised it finds out it was solved.
Comments
Every task has its own comments, and that is where the record of the work belongs. Type
@ to pull someone in — they get notified. Status changes are logged there
automatically, so the history of a task is in one place.
The most recent comment now shows on the task card itself, on one line, with the
first name of whoever wrote it. You can see what state a task is in while scanning the board, without
opening every one to find out. Open the task for the full thread.
Automatic status entries ("moved to In progress") are left off the card — only something a person
actually typed is worth a line on the board.
Recurring tasks
A task can repeat daily, weekly or monthly. The system creates each new instance on the day.
Recurring instances deliberately do not post chat cards — otherwise a daily task
would fill a conversation.
4 · Chat
Where: 💬 Chats in the side strip or the bottom bar, or the chat
panel on the Dashboard — they are the same conversations.
You can message anyone, and you see the house chats for the houses you are assigned to.
- Search above the chat list finds a conversation or a person you have never
messaged — pick them and it starts the conversation. The ✕ at the end of the box
clears it in one go.
- 🔍 in a conversation searches what was said inside it.
- On a phone, swipe down on the chat list to refresh it. It works on the list, not
inside a conversation, where new messages arrive by themselves.
- @ tags someone, ↩ replies to a specific message, 🙂 reacts —
+ at the end of the row of faces opens more, with a search box.
- Press and hold a message (or its ⋯) for 📋 Copy text,
reply, forward, pin, and turning it into a task.
- ✚ attaches a photo or PDF. On a computer you can also drag a file onto the
conversation, or paste a screenshot straight in.
- ⋮ gives you Who's here, the notification sound and muting. The actions —
calendar, shift report, medication sign off, announcements, cover requests — moved to
✚.
Reading a busy conversation
The chat was reworked to behave the way people already expect a messaging app to behave:
- Messages are separated by day — Today, Yesterday, then the date.
- Several messages in a row from the same person are grouped, with the name shown
once instead of on every line.
- A conversation with unread messages opens at the unread line rather than at the
bottom, so you pick up where you stopped. It holds still once you are there.
- A ⌄ button appears when you scroll up — it takes you back to the newest message.
Sending, and knowing it landed
- On a computer, Enter sends and Shift+Enter starts a new line.
- On a phone, return starts a new line — tap ➤ to send. Phone
keyboards have no Shift+Enter, and losing half a message to a stray return was the more expensive
mistake.
- Under your own message: ✓ Sent means nobody has opened it;
✓✓ Seen by 2 of 5 counts who has. Tap it for the names.
- Press and hold a message on a phone to open its menu, the same one
⋯ opens.
✓✓ is not an acknowledgement. It says the app displayed the message, not that
anyone acted on it. For anything urgent, ring.
Photos keep their location data. That is deliberate, and staff have been told — but it means a
photo taken in a house carries that address.
5 · Announcements and shift cover
Announcements
Where: open the chat, tap ✚ beside the message box, then
📢 Post an announcement.
You can post an announcement into a house chat or a group — it appears as a banner above the
conversation for everyone, and you can see who has read it. Use it for things that must not scroll
away. Dismissing one does not delete it; anyone can bring it back with the
📢 Announcements button.
Shift cover
When a worker asks for cover, a card appears in the house chat. Support Workers volunteer;
you confirm who gets it. Nobody is locked in until you do.
The request now has to say whether the shift is SIL, CP, or both —
a worker cannot post one without answering. A CP shift also names whose outing it is,
chosen from the residents of that house, so whoever offers knows who they would be supporting. Both
appear on the card, in the chat message itself, and on the unclaimed task the request raises.
Requests raised before 20 August 2026 show no SIL or CP marking, because nobody was asked at the
time — they are blank rather than guessed at.
6 · Shift reports and incidents
Where: 📋 Reports in the side strip or the bottom bar.
It shows shift reports, incident reports, medication records and intakes for the
houses and people you are assigned to. Filter by type, house, region or client. The list now uses the
full width of the screen, so more of each row is readable before you open it.
⬇ Export to Excel sits beside the filters and gives you exactly what you are
looking at — whatever filters are on, apply to the file. To export one report on its own, open it
and use Export PDF inside it.
Choosing dates
From and To sit beside the house and client filters — for example
1 September to 30 September for a month’s reports. The list and the Excel export both follow them.
✕ Any date clears them.
A shift report counts on the day of the shift, not the day it was sent. A night
shift on 30 September that is written up at 1:30am on 1 October is in September. Everything else —
incidents, forms, training — counts on the day it was sent. It is the same date the list shows in its
Date column, so what you see is what you export.
The exported file is named after what is in it — who, what and when:
📄 Bruce Banner - All Reports - 01.09.26 - 30.09.26.xlsx
📄 Bruce Banner - Shift reports - 01.09.26 - 17.09.26.xlsx
📄 Avondale - Incident reports - 01.09.26 - 30.09.26.xlsx
With no client chosen it starts with the house, or All clients. With no dates chosen it
still shows the first and last day the records in the file actually cover.
Linking a form to a client
Some forms are filled in before the person is a client — the food preference form,
sent from a lead, has their name typed in. Once they are a client, open the record in
📋 Reports and use 🔗 Link to a client at the top. It then shows
under that client in Reports and the export, and counts on their onboarding checklist. You can
Change or remove the link later; the record’s earlier version is kept, as with any
edit. Forms that ask which client they are about (and shift reports) do not offer it.
Shift reports from 1 October
Support workers now answer most of each resident’s questions as one tick list —
tick what happened, leave the rest. The report you read, and the export, look the same as
before: every question keeps its own heading, and anything left unticked reads
Not during this shift (daily living) or No (everything else).
One wording changed: a declined shower, meal, dressing or household task now reads
Declined to participate. Before 1 October the same thing read Declined, or
Didn’t take part for household tasks — so if you count declines across months, count all three.
Column headings on exported medication records were saying "Other". Fixed —
every column now reads resident · the form's own section · the question, in the order the
form asks them. If you exported a medication record before 17 August 2026 and it says "Other",
export it again.
A signature drawn on a form is embedded in the PDF, with the time it was signed
underneath. Photos and other attachments are not — they stay in the app.
Incident reports
Staff open the form from ✚ → ⚠️ Incident report in a house
chat. It also has its own link, which works without signing in:
hub.myhomelivingcare.com/incident-report — someone who is not signed in types the
client’s full name instead of picking it from a list.
New from 1 October 2026:
- Witnesses — Were there any witnesses? then the witness’s name (required),
email and contact number (both optional; the number is digits only, so it keeps its leading 0 in
the export).
- Who was injured? — asked when someone was: the client, another client, a staff
member or someone else.
- Type of incident now says what happened: Injury to client and
Staff injury are gone (the injury question covers them), and Self-harm,
Health concern, Unsafe item or hazard found and Privacy or professional
boundaries are new — they were the most common things typed under Other. Reports
from before keep the type they were given, so when you count self-harm across months, older ones
may say Injury to client or Other.
- Emergency services replaces Was the incident reported to Police?:
Were emergency services called? then tick Police, Ambulance
and/or Fire brigade. Police asks for the station and report number; Ambulance asks
whether the client went to the emergency department and which hospital; Fire brigade asks whether
they provided a report. To count police involvement across 1 October, read both: the old Yes/No
question on earlier reports, and Police among the ticks on later ones.
- Police report number is optional — it is rarely known when the report is written.
The residence question is now required, so every report has a location.
- Restrictive practice, its own section after injuries: was one used, which of the
five kinds, whether it is in the client’s behaviour support plan (Yes, No or Not sure), why, how
long in minutes, and what was done to reduce or stop it.
The manager review — reportable incidents
NDIS reportable incident type is now tick boxes, because one
incident can be more than one type — an assault that causes a serious injury is both. The list is the
NDIS’s own:
- Death of a person with disability
- Serious injury
- Abuse or neglect
- Unlawful physical contact or assault
- Unlawful sexual contact or assault
- Sexual misconduct against or in the presence of a person with disability (including grooming)
- Unauthorised use of a restrictive practice (not authorised or not in the behaviour support plan)
A restrictive practice used the way the behaviour support plan allows is not a
reportable incident, which is why only unauthorised use is on the list. The worker’s answer
to “Is this restrictive practice in the client’s behaviour support plan?” is in the report
to help you decide.
Medication sign off
This replaces the paper medication chart. A Support Worker opens a house chat, taps
✚ → 💊 Medication sign off, ticks which residents the record is for, fills in a
section per resident, and signs with a finger. The signature and the time it was drawn are both part
of the record.
Records land in 📋 Reports alongside shift reports, and export the same way.
A submitted medication record cannot be corrected by the worker who sent it — by design. If one is
wrong, they should tell you rather than send a second record on top of it.
What the team sees in the chat
Submitting a shift report posts a card into the house chat. If the same worker also completed a
medication sign off during that shift, the card lists it underneath, with the
residents' names — so the house can see what was done without opening anything.
The summary is worked out from the shift's own start and end times, including shifts that run
through midnight. It is added to the chat card only — the stored care record is untouched.
Whatever the worker types in "Information to hand over to next staff" is posted
into the house chat too. That field is required — a shift report cannot be submitted
with it blank.
Exporting takes care records out of the system. Support Workers deliberately cannot do
it. Think about where the file is going before you send it.
7 · House calendars
Open a house chat, then ✚ → 📅 House calendar. You see the house's own calendar
plus a calendar for each resident, colour-coded, with the house in grey and each resident in their
own colour. Tap a name at the top to show or hide just that one.
It is a read-only mirror of Google Calendar. Changes are made in Google, not here,
and appear within about fifteen minutes. If a calendar looks wrong or out of date, tell the admin —
there is a per-calendar error shown in the admin dashboard.
8 · Setting your status
Where: tap ⋯ More — the last icon in the side strip on a
computer, or the last button in the bottom bar on a phone — then 🟢 Set status.
2
Choose one:
🟢 Available — clears your status
🍽 At lunch — clears itself after an hour
⛔ Unavailable — here, but not reachable
🌴 On leave — away for a day or more
3
Say when it ends. Tap one of the buttons underneath — for leave that is
Back tomorrow, Back Monday or Back on… with a date;
for Unavailable it is 1 hour, 2 hours or Rest of today.
A line underneath tells you in words what you have picked, so there is no doubt about whether
you are away on that day or back on it.
4
Add a short note if you want
— something like "at a medical appointment". Leave it blank if you would rather not.
Then tap Save.
Once set, the button itself changes to show your status — so 🍽 At lunch instead of
🟢 Set status. That is how you can tell at a glance that it took.
Your status appears beside your name in chat and in the people list, so colleagues know before
they message you rather than after. Once the end time you chose passes, it disappears by itself
— nobody has to remember to clear it.
Choosing "no end date" is allowed when you genuinely do not know. But a status
nobody clears is worse than no status at all — once people have seen a few that are out of
date, they stop trusting any of them. Give it an end whenever you can.
Already away? A status can also be set on your behalf from
🧑💼 HR → Employees — for the case where you are already on leave and cannot do it
yourself. When that happens the status says set by and the name of whoever set it, and you
can change or clear it yourself at any time.
9 · 🍽️ Meals, stock take and shopping
Where: the 🍽️ icon in the side strip, or ⋯ More
on a phone. Pick the house at the top right; the screen remembers which one you were on.
The weekly loop runs like this. A house counts what is in its cupboards, the count becomes a
shopping list, the list arrives with you to order, and whoever is on shift when the bags land ticks
them off. The meal plan for the week sits alongside it.
Your part is the middle of that: 🏢 Office queue.
Ordering, for back office
1
Open 🏢 Office queue.
Every house's list is there, the ones waiting on you first.
2
Open a list and tap
📋 Copy the list — it copies every line, ready to paste into the Woolworths
site. It tells you how many it copied.
3
As you key each item in, tap
Mark ordered beside it. Ticking the last one places the order —
there is no separate button to remember. If you would rather do it in one go, use
Everything ordered.
4
Record the delivery slot
— the day and the two-hour window Woolworths gives you at checkout. The house sees it on their
own screen, so they know whether the bags land before or after handover. If you do not have a
slot yet, order it without one and add it later; slots move, and it is editable.
Can't find something on Woolworths? Tap Not on Woolworths on that
line. The catalogue remembers, so nobody hunts for it again next week.
How you find out something did not arrive: from this queue, and nowhere else. A
delivered list shows “2 missing” beside it and the list itself leads with
Did not arrive: …. Nothing is posted into the house chats, deliberately — they are busy
enough. Missing items do not roll onto next week's list by themselves: re-order or
claim them.
The item list
There is one catalogue for the whole company, and each house has its own list
drawn from it. Keeping one spelling per product is what stops the same thing being ordered under
three names — so search before you add, and if you type a name that already exists the hub uses the
existing one and tells you so.
On the ⚙ Item list tab you add items to a house and take them off it. The same
two controls are on the stock take screen itself, at the top right, for when you notice something
mid-count.
Meal plans
🍽️ Meal plan is the week, seven days by five meals. Dishes are ranked by what
that house actually cooks, so its regulars are at the top; anything not in the list can be
typed in. Per-resident changes (“Bruce: no peas”) sit under the meal, where whoever is cooking will
read them. The week is also reachable from the 🍽️ button in the house's own chat.
10 · 📱 SMS — texting from the hub
Texts to and from the business mobile appear here, as conversations, so the whole office can see
what was said and reply without passing the handset around. Open it from ⚙ in the
side strip, or from ⋯ More on a phone.
The messages really do go out from the business phone. The hub does not send
them itself — it queues them and the phone picks them up, usually within a minute. If the phone
is flat, switched off or out of signal, texts sit in the queue until it is back. A banner tells
you when the phone has not checked in.
Sending
2
Type a name or a mobile number.
Saved contacts come up as you type — the address book is a copy of the business phone's Google
contacts, so anyone in there is already here.
3
Write the message and
Send.
Finding something someone texted
The search box at the top — “Search names, numbers and messages…” — narrows the list of
conversations by name or number as you type. From two letters on, a Messages section
underneath lists every text that contains what you typed, in any conversation, newest
first, with the words highlighted. Tap one and the conversation opens at that text,
which flashes so you can find it.
When the phone goes quiet
The phone checks in about once a minute, day and night. If it has not for 15 minutes,
the banner at the top of SMS becomes a card:
📵 The SMS phone has gone quiet
Noticed 9:22am
Last check-in
9:07am — 15 min ago
Battery then
64% — not flat, so most likely a restart
Texts waiting
3 — they go out by themselves when it is back
1. Is the Samsung charged and switched on?
2. Open MacroDroid — is it running, with the SMS macros switched on?
3. Is it on Wi-Fi or mobile data?
Got it — I’m checking
- Work down the three checks on the business phone. The battery is the best clue: a
good battery usually means the phone restarted and MacroDroid did not start again; a low one
usually means it is flat.
- Tap Got it — I’m checking so everyone else can see that somebody is on it.
- Nothing is lost while it is quiet. Texts you send wait, and go out by themselves once the phone
is back; the card disappears when it checks in again.
Knowing it got there
A line under each message you send says where it is up to:
- 🕘 Queued — written down, waiting for the phone to collect it
- 📤 Handed to the phone — the phone has it
- ✓ Sent — it left the phone
- ✓✓ Delivered — it reached their handset
- ✕ Failed — with a Try again button. Worth checking the
number before retrying
Replies, and out of hours
Replies land in the same conversation and the unread count goes up, the same as chat. At the top
of the screen it tells you whether the office is open or closed right now — when it
is closed, somebody texting in gets an automatic reply saying when you will be back, and they only
ever get that once in a day however many times they write.
Some texts cannot be replied to. Messages from a company name rather than
a number — verification codes, delivery notices — arrive fine but there is nowhere to send an
answer, so the reply box tells you that instead of letting you write into nothing.
If somebody replies STOP they are marked as opted out and left out of anything
sent to several people at once. A direct reply in a conversation already under way still reaches
them. Do not undo it on their behalf.
Picture messages
If someone sends a photo to the business number, you will see a line across the
conversation:
In the thread, where the message would be
📷
Picture message received — open it on the business phone.
The photo itself is not in the hub. You will know who sent one and when, and to
see it you have to pick up the business phone. That is a limit of the phone, not a setting — it
cannot hand a picture over the way it hands over a text.
It is still worth having. Before this, a photo arrived and the hub showed nothing at all
— so whoever was watching the inbox had no idea that person had replied.
Very occasionally you may see “A message arrived that the hub could not read” instead.
That means something came in that could not be captured — read it on the phone, the same way.
11 · 🗒 Notes
A scratchpad that belongs to you — a phone number to keep for an hour, what you were part-way
through when the phone rang. On a computer it is the 🗒 in the header, so it opens
beside whatever you were doing; on a phone it is its own screen under ⋯ More.
Notes save as you type. They are the one thing in the hub you can genuinely delete.
Not for care records. Anything that belongs in the record of somebody's support
goes in a shift report, an incident or the house chat — not in a note, where nobody else will ever
look for it.
12 · 🎓 Training
Training assigned to you appears under 🎓 Training, exactly as it does
for support workers — a card per course, Open to do it, and a red number showing how
many you still have to do. Your answers are kept as you go, so you can stop and come back, and it
does not have to be on the same device.
If you also look after other people's training, that is the Training tab inside
🧑💼 HR: who has been given what, who has finished, and assigning a course or a whole
pack to somebody. Assigning is silent — nobody is emailed or texted. What they get is the 🎓 icon
with a number on it next time they open the app.
Seeing what someone answered
1
In 🧑💼 HR → Training, open the course.
2
Under the person’s name, tap View result ›.
It shows the answers they gave, in the order the course asks them, the date they completed it and
when it is next due, and the declaration line where the course has one. A list of statements —
the induction’s “I understand that…” lists, the Code of Conduct’s sections — is shown as
tick boxes under its section heading, the same in the PDF.
⬇ Download PDF at the top gives you the record to file with the rest of their
paperwork on the shared drive. It is named person - course - date completed, for example
Bruce Banner - MHLC Induction - 30.09.26.pdf. Downloading the same record from
📋 Reports gives the same name.
“Every box must be ticked”
On a course, a tick-box question in the Form Builder has a setting called Every box must
be ticked. Use it for an “I understand that…” list: the person cannot carry on until
every box is ticked, and the statements stay in the order you wrote them. The induction’s four lists
and the Code of Conduct’s twelve sections use it.
On any form you build, a tick-box question can now open follow-up questions: in a
follow-up’s settings, choose the tick-box question under Show only after another question is
answered and tick which boxes it belongs to. (Not on shift report questions.)
A video that has to be watched picks up where the person left off when they come back on the same
device; on another device it starts again, and so does the time they still need to watch.
13 · 🧮 Sheets
Spreadsheets inside the hub, for the lists and trackers a team works on together — like Google
Sheets or Excel, but kept in the hub and shared the same way as everything else. Several people can
be in one sheet at once: each change appears on everyone's screen as it is made, and the names of
whoever else has it open show at the top.
Where: 🧮 Sheets in the side strip; on a phone it is in
⋯ More. It works on a phone, but a computer is much the better place to build one.
Starting a sheet
1
Tap ➕ New sheet — or ⬆ Import Excel / CSV to bring in one you already have.
2
Click the title to rename it. Row 1 is treated as the headings — sorting and filtering leave it where it is.
3
Type in any cell. It saves itself; ✓ Saved at the bottom right says so. + beside the tab names adds another tab; double-click a tab to rename or remove it.
A sheet you start is yours: My sheets on the list. Sheets other people have shared
with you are under Shared with me.
Sharing
Only the person who started a sheet can share it. Open it and tap 👥 Share.
- ➕ Add a person, or ➕ Add a chat — a group chat or a house chat.
Sharing with a chat shares with everyone in it, and it follows the chat: someone who
joins later gets the sheet, someone who leaves loses it.
- Each person or chat is Can edit or Can view. Can view means they
can read it but not change anything.
- Everyone who gets the sheet is told: a 🔔 notice saying you shared it, which opens
it when tapped. The same happens when someone is moved up to Can edit.
Check who is in a chat before sharing with it. Sharing with a house chat includes the
support workers in that house. Anything not meant for them belongs in a sheet shared with named
people. And sheets are for planning and lists — care records still go in shift reports and incidents.
The toolbar
| Button | What it does |
| B I U S, A▾ | Bold, italic, underline, strikethrough, text colour. |
| The three line icons | Align left, centre, right — as in Word. |
| The coloured squares | Highlight the cell; ✕ takes it off. |
| ▾ Dropdown | Turns the selected column into a pick-list (below). |
| ☑ Tick boxes | Turns the selected column into tick boxes — one click, or Space, ticks. |
| ❄ Freeze top row | Keeps the headings in view while scrolling — for everyone. |
| ↕ Sort | Sorts by the selected column; the heading row stays put. |
| + Row, + Column, − Row, − Column | Insert or delete. Right-clicking a cell offers the same. |
Dropdowns
Click a cell in the column, then ▾ Dropdown:
- Single option or Multiple options — multiple lets a cell hold
several, shown side by side.
- Each option has a colour — tap the coloured square beside it. Turn
Option colour off for plain text.
- ↑ ↓ reorder, 🗑 deletes, + Add option adds (Enter adds the next one too).
- + Add what is already in column … fills the list from what the column already holds
— handy when turning an existing column into a dropdown.
- Renaming an option renames it in every cell that uses it. Deleting an option never
empties a cell — the text stays, just without its colour.
- Remove dropdown makes it an ordinary column again, keeping everything in it.
Formulas
Start a cell with =, as in Excel. While you are typing one, click a cell
to put it in, drag across cells for a range, or Shift+click to stretch
it — each reference is outlined in its own colour. The usual ones work: SUM, AVERAGE, COUNT, COUNTA,
COUNTIF, SUMIF, AVERAGEIF, IF, IFERROR, VLOOKUP, XLOOKUP, INDEX, MATCH, ROUND, TODAY and more.
- The fx bar above the grid shows what is actually in the selected cell —
the formula, not its answer. Click it to edit.
- Select several cells and the bottom of the sheet shows their
Sum · Average · Count.
Filter, and the Excel shortcuts
- ⏷ Filter (or Ctrl+Shift+L) puts a ▾ on each heading: sort, search,
tick the values to show, or a condition such as contains. It only changes your screen —
nobody else's view moves.
- Double-click the edge of a column letter to fit the column to its longest entry.
- Ctrl+B, Ctrl+I, Ctrl+U, Ctrl+Z (undo), Ctrl+F (search) — ⌘ instead of Ctrl on a Mac.
History, downloading, archiving
- 🕑 History shows who changed what and when; ↩ Put … back undoes a
single change.
- ⬇ Excel or ⬇ CSV downloads it, named with the date — for example
Fire drill log - 06.10.26.xlsx. Formulas, bold, colours and single-option dropdowns
come through into Excel.
- 🗄 Archive (the owner only) takes it off everyone's list. It is kept, with its
history — nothing is deleted.
14 · The other screens under ⚙
These are switched on person by person, so you will have some and not others.
| Screen | What it is for |
| 🧑💼 HR | Recruitment — applicants, their documents and where each
one is up to — the Training tab described above, and Employees:
each person's hub login — their houses and areas, which screens they have, setting their status,
resetting a password, and adding someone new. (This was the 👥 Staff screen.) |
| Shift compliance | Which shifts have a report against them and
which do not, so a missing report is found in the same week rather than at an audit. |
| Houses & residents | The list of houses and who lives in each. |
| Activity log | What was changed in the hub, and by whom. |
| Export records | Pulling submissions out as a spreadsheet. |
If a screen you expect is not in your ⚙ list, it has not been switched on for your
account yet. Ask and it takes a moment.
My Home Living Care · hub.myhomelivingcare.com
Guides for the other roles are linked at the bottom of this page.