Accessing a family's Vault

When a family grants you Vault access, you can see their full evidence record, everything they have uploaded, their timeline, their EHCP case, and their DLA Helper record. This gives you an immediate, structured picture of their case without needing them to email you dozens of documents.

Switching to a family's Vault

From your Advocate dashboard, your active family connections are listed. Select a family to switch to their Vault view. A clear banner at the top of the screen indicates you are viewing a family's Vault and identifies which family.

You can switch back to your own account at any time.

What you can see

Evidence Vault: all documents the family has uploaded, organised by their category structure. You can open and read any document. You cannot add, move, edit, or delete documents.

Timeline: the full timeline, including appointments, interactions, and analysis events. Useful for quickly building a picture of the case history and identifying gaps.

EHCP Tracking: the EHCP case, including the section editor with any annotations the family has made, extracted flags, case notes, and the next action list.

DLA Helper: the family's DLA application record, including their answers and the evidence extracts they have identified.

Evidence Bundles: any bundles the family has shared with you explicitly. You cannot see bundles they have not shared.

What you cannot do

• Upload, edit, or delete documents
• Add annotations or case notes to the family's records
• Change any settings or account information
• Access bundles that have not been explicitly shared with you

Working from a family's Vault

Once you have reviewed the Vault, communicate your observations through the message thread, not by annotating their records directly. If you identify flags they should review or evidence they should prioritise, describe this in a message with specific references to documents or sections.