Engagement Activities
Part of the Anaya Care Handbook — the source of truth for how the product must behave. When the product needs to change, change this document first, then make the system match it.
What this covers
This page governs engagement activities: Montessori-style activities (crafts, cooking, movement, memory work) created for one specific client, approved by the family, and placed onto engagement tasks inside scheduled shifts — so the care provider on duty knows exactly what to run. Its sibling features have their own pages: Meals, Essential Needs, and Home Inventory.
Key terms
- Engagement activity — a Montessori-style activity (craft, cooking, movement, or memory) created for exactly one client, with materials, steps, and therapeutic goals.
- Shift attachment — placing one approved activity onto one specific engagement task within one scheduled shift.
- Bulk scheduling — automatically spreading a client's approved activities across the matching engagement tasks in their upcoming shifts.
- Printable handout — an exported, printable version of an activity for the care provider or family.
How it works
Activities work like meals with two differences: each activity belongs to exactly one client (there is no shared bank), and approval lives on the activity itself rather than on a link. Staff create activities by hand or ask the AI assistant for up to five at a time, choosing a theme (nature, holiday, memory, sensory, cooking) and a type (craft, cooking, movement, memory). AI generation shares the one-run-per-client limit with meals ().
Approved activities are attached to engagement tasks in shifts — one activity per task — individually or via bulk scheduling. Any activity can be exported as a printable handout for the care provider or family.
Rules
- ENG-1 — Every engagement activity belongs to exactly one client and can never be shared with or attached to another client's shifts.
- ENG-2 — Every engagement activity starts as Pending and must be approved before it can be attached to a shift task. Approving engagement plans is inherent to the Representative role and cannot be removed by permission configuration (ACCESS-35).
- ENG-3 — AI activity generation always requires a theme and a type, and produces at most five activities per request.
- ENG-4 — An engagement task in a shift holds at most one activity. Assigning a new one replaces the old.
- ENG-5 — Deleting an activity removes its shift attachments. Deleting a client removes all of their engagement activities.
- ENG-6 — Engagement activities are visible only to logged-in users whose role permits it, and never cross agency boundaries.
Note: This page's rules were retired from the old Daily Living page: DAILY-12 – DAILY-14 → – ; the activity halves of DAILY-7 and DAILY-10 → , ; DAILY-27 → . The shared AI-run limit lives on as . IDs are never reused.
Who can do what
| Action | Roles allowed |
|---|---|
| Create, edit, delete engagement activities; run AI generation | Owner, Admin, Care Manager |
| Approve or reject an engagement activity | Owner, Admin, Representative (family) |
| Attach activities to shift tasks (single or bulk) | Owner, Admin, Care Manager |
| View activities for their assigned clients | Care Provider |
Decisions needed
- Are approval decisions final? Today an activity can be flipped between approved and rejected indefinitely, even after it has been scheduled into shifts. Options: lock the decision once made; allow changes only until the first shift attachment; keep decisions freely changeable.
- Should printable activity handouts open without logging in? An open link makes printing and sharing easy; requiring login keeps client activities private. Options: open link, login required, or expiring share links.
How is this page?
Last updated on