Well Engaged — Coordinator Set Up Guide

For lifestyle/activity coordinators — every screen in the order you’ll meet it, with arrows showing where to tap.

Well Engaged is an engagement & participation tool, not a clinical, diagnostic or screening device. Participation records support family communication and quality evidence.
Prefer to watch? The coordinator view end to end, in under four minutes — then every screen step by step below.

Step 1 — First open: choose what this device is

The first time Well Engaged opens you choose the device’s job. For the lounge iPad, tap the resident-kiosk card. (Your own iPad or computer takes the Staff sign-in door instead.)

The first-open screen1
The first-open screen
1 Tap to set up the resident iPad

Step 2 — Enrol the iPad

From your administrator sign-in, create a new device for your facility — that mints a QR code. Scan it (or paste the code) here. Codes are single-use and short-lived: if it’s rejected, mint a fresh one.

Enter or scan the enrolment code12
Enter or scan the enrolment code
1 Code goes here  ·  2 Then tap Set up this device

Step 2b — Where the QR code comes from (admin web panel)

The enrolment QR is minted in the Well Engaged admin web panel on your own computer: sign in as an administrator, open Devices, add a device for your facility, and the QR appears on screen — hold the iPad’s camera up to it (or copy the code). Each QR works once and expires quickly.

The admin panel’s Devices area12
The admin panel’s Devices area
1 Add a device for your facility  ·  2 Revoke instantly disables a lost or retired iPad
The one-time enrolment QR — scan it with the resident iPad
The one-time enrolment QR — scan it with the resident iPad

Step 3 — Set the staff PIN

A 4–6 digit PIN that stays on this device. Staff enter it to start a resident’s session and to reach settings — share it with staff, never residents.

Choose and confirm the PIN, then save1
Choose and confirm the PIN, then save
1 Save PIN

Step 4 — The resident home screen

This is where the iPad lives all day. Each resident of your house has a photo card — a session starts by tapping it.

Residents (or a helper) tap their photo to begin12
Residents (or a helper) tap their photo to begin
1 Resident taps their photo  ·  2 Staff settings lives here (PIN-locked)

Step 5 — Staff unlock, then hand over

A quick PIN entry keeps each resident’s sessions and family photos private to them. Enter the PIN and hand the iPad across.

The staff unlock step12
The staff unlock step
1 Staff PIN here  ·  2 Unlock & hand over

Step 6 — The resident chooses how long

A quick visit, a good session, or a big day out — then activities begin, one at a time, nothing timed.

Session length choices — and the garden link below12
Session length choices — and the garden link below
1 Pick a session length  ·  2 See my garden — the resident’s progress view

Step 7 — The garden

Every session plants a flower in the resident’s own garden — a warm, wordless picture of how they’re going. Lovely to show families.

Margaret’s garden — one flower per session, badges as it blooms
Margaret’s garden — one flower per session, badges as it blooms

Step 8 — Your door in: Staff settings

From the resident home screen, tap Staff settings and enter the PIN.

The PIN gate to device settings1
The PIN gate to device settings
1 Staff PIN
Device settings — Coordinator access sits on top1
Device settings — Coordinator access sits on top
1 Tap Staff sign-in

Step 9 — Sign in as yourself

Your own staff email and password. When you sign out later, the iPad returns to the resident home screen with its enrolment intact.

Staff sign-in1
Staff sign-in
1 Your staff email + password

Step 10 — The dashboard

Your working view: today’s numbers, a ready-made group session idea, family feedback, and upcoming events with an add-event form.

Dashboard — snapshot, session idea, feedback, events1
Dashboard — snapshot, session idea, feedback, events
1 Add outings here — they flow into the newsletter

Step 11 — The three big buttons

Scrolling down: the newsletter drafter, big-screen trivia, and the group-activity quick-log all live on this one page.

Newsletter, trivia and events cards123
Newsletter, trivia and events cards
1 Draft this week’s newsletter  ·  2 Start group trivia  ·  3 Add event

Step 12 — Log a group activity (the 10-second habit)

Name the activity — “Singalong”, “Planting bulbs” — then tap 1–5 beside each resident who took part. The name is required first: it’s exactly what families read in the newsletter and what the quality reports record. The Finish activity button under the roster wakes up once someone’s rated; press it when everyone who joined in has a rating and a green “✓ All saved” note appears right beside it as the form clears for the next activity. (Every tap saves the instant you make it, so nothing is lost if you’re called away mid-round.)

The quick-log — activity named, one tap per resident, and Finish activity awake123
The quick-log — activity named, one tap per resident, and Finish activity awake
1 Name the activity here first  ·  2 Then tap 1–5 per resident  ·  3 Press Finish activity when everyone’s logged
Records filed — “✓ All saved” appears beside the button and the form clears1
Records filed — “✓ All saved” appears beside the button and the form clears
1 “✓ All saved” — the round is confirmed

Step 13 — A resident’s page

Tap any resident’s name to reach their page: interests, family contacts (send portal invitations from here), photo consent, and the newsletter-photos consent card with its annual review reminder.

Margaret’s page — interests, family, and the consent cards12
Margaret’s page — interests, family, and the consent cards
1 Record newsletter-photo consent  ·  2 Send a family portal invite

Step 13b — Suspending family access

1. Open the resident’s page and find the family contact under Family contacts. 2. Switch OFF “Receiving updates” beside that person — their portal access stops immediately (they cannot sign in, live visits end, and unused invitation links die), while other family members are untouched. 3. Switch it back ON to restore access; send a fresh invitation if their old link has expired. 4. If the resident (or their substitute decision-maker) withdraws consent for family involvement altogether, record it in your consent register — that cuts every family member’s access at once, and re-granting consent brings it back.

Each family contact has their own access switch1
Each family contact has their own access switch
1 Receiving updates — switch off to pause this person

Step 14 — The weekly newsletter

The draft is pre-filled from the week’s named activities, moments and events. Add your title, welcome note and photos; pick one of three looks. Print and Email stay off until you tick the photo-consent confirmation.

The newsletter drafter12
The newsletter drafter
1 Tick consent to enable Print / Email  ·  2 Preview / Print

Step 15 — Trivia on the big screen

Mirror the iPad to your Apple TV (Control Centre → Screen Mirroring), pick a pack, and host. New monthly packs appear here automatically once published.

Eight themed packs today — the list grows by itself1
Eight themed packs today — the list grows by itself
1 Tap a pack to start
The big-screen stage — tap Reveal, then Next1
The big-screen stage — tap Reveal, then Next
1 Reveal the answer

Step 16 — Quality & evidence

The Quality tab shows participation coverage and engagement trends, and generates two PDF reports on demand. Both open in-app for review, then print or share.

Participation metrics at a glance1
Participation metrics at a glance
1 The Quality tab

The reports, in detail — 1. Participation & Engagement Evidence Pack

The accreditation-facing record, generated facility-wide or for a single resident. Cover page: facility, date range, who requested it, generation time and job ID (every pack is traceable). Section 1 — participation across the six ACQSC daily-living categories: sessions, hours, residents and average engagement per category, with share bars. Section 2 — individualised records per resident: 7.1(a) how activities were matched to their documented interests; 7.1(b) the full session log — date, type (group sessions are named, e.g. “Group — Music circle singalong”), category, duration, star engagement rating, and the staff note verbatim; 7.1(c) variety of meaningful activity; 7.1(d) family involvement. It closes with the engagement-rating legend, an attestation paragraph and signature lines for the Lifestyle Coordinator and Quality Manager. Section 3 — weekly participation trends; Section 4 — family involvement; Section 5 — community events; Section 6 — continuous improvement actions; Section 7 — about this pack (residents are identified by preferred name only; no room or location appears in individual records).

Evidence pack — cover and Section 1 (illustration, synthetic data)
Evidence pack — cover and Section 1 (illustration, synthetic data)

The reports, in detail — 2. Monthly Engagement Report

The internal administration/board document, always facility-wide. Facility snapshot: documented sessions, how many active residents met the 3-sessions-a-week target in the final week, average engagement, group/individual split. Activity mix across the six categories. Group activities this period — each activity BY NAME with times held, attendances and average engagement (unnamed legacy sessions are aggregated and labelled). Per-resident participation — name, room, session count, average engagement, last session, with departed residents flagged. Community & events and residents on leave. Continuous improvement — insights from the engagement data with actions and status. Both reports carry the intended-purpose footer and are generated from participation records only.

Monthly Engagement Report (illustration, synthetic data)
Monthly Engagement Report (illustration, synthetic data)

Housekeeping

• Re-enrolment: if the app is deleted and reinstalled it forgets its enrolment — repeat Step 2 with a fresh QR. • Change the PIN in Staff settings if it spreads too widely. • The consent register is only as good as what you record on the resident pages. • A sync banner shows if data is stale — check Wi-Fi first, then your IT contact.