Settings
Configure system options to match organisational needs.
By Emma and 2 others3 authors41 articles
User account & Access
User setup, access issues, and permissions.
All user accounts have been placed into read-onlyIn this article, we explain what you need to do if all user accounts have been placed into read-only.
Unable to see an employee or service user's recordIn this article, we explain how to resolve issues if you are unable to see employee or service user records.
Create a new user via Access EvoIn this article, we explain how to create a new user on Access Evo.
New and updated employee tasks not showing on employee recordIn this article, we explain what to do when new or updated tasks aren't showing on employee records.
Errors & Troubleshooting
Common errors, issues, and system fixes.
Exception errorIn this article, we explain what you need to do if you're seeing an exception error when logging in to Access People Planer.
Unable to see cancellation type on planning screenIn this article, we explain how to view all cancellation types on the planning screen.
No option to send rota or payslip to employees via emailIn this article, we explain what to do if no option is showing to send rota or payslips to employees.
No option to send invoices via emailIn this article, we explain what to do if there's no option to send invoices via email showing.
Actual or planned times are showing on payroll or invoice incorrectlyWhat to do when actual or planned times are showing incorrectly on payroll or invoice, including how the multi-tab export handles visit times.
Integration settings
External system connections and data syncing.
Visits missing from Integration with CM2000In this article, we explain what to do if visits are missing from integration with CM2000.
How often is data sent to Access Care PlanningIn this article, we explain how often data is sent to Access Care Planning.
Link to Access Care Planning recordsIn this article, we explain how you can link to Access Care Planning records.
Set up API detailsIn this article, we explain how to set up API details.
Data sent to Access Care PlanningIn this article, we explain what information is sent from your rostering system to Access Care Planning.
View and amend integration settingsIn this article, we explain how to view and amend integration settings.
Check employee Access Care Planning ID from Access People PlannerIn this article, we explain how you can check the employee's Access Care Planning ID from Access People Planner.
Check and change Unique IQ integration timesIn this article we explain what to do if you need to check or change the sync times for IQ.
Turn on branch filtersIn this article, we explain how to turn on branch filters.
Configuration
System setup, configuration, and customisation options.
Create custom fieldsIn this article, we explain how to create custom fields.
Critical info typesIn this article, we explain how to create critical info types for employees and service users.
Enhanced authentication for Microsoft Exchange OnlineIn this article, we explain how to configure enhanced authentication for Microsoft Exchange online.
Configure an EMS rule and apply to a service funderIn this article, we explain how to configure an EMS rule and apply it to a service funder.
Set a service type to ignore clash checkingIn this article, we explain how to set a service type to ignore clash checking.
Associate service type to pay rate sheetIn this article, we explain how to associate a service type to the pay rate sheet.
Configure alert managementIn this article, we explain how to configure alert management.
Remove auto generationIn this article, we explain how to remove auto-generation.
Set up cancellation typesIn this article, we explain how to set up cancellation types.
Maximum character limit for notesIn this article we explain the maximum character limit for service user and employee notes.
Email setup, sending, and communication tools.
Mail mergeHow to set up and use mail merge within Access People Planner.
Configure basic email settingsIn this article we explain how to configure basic email settings.
Payroll & Invoicing
Manage payroll, invoicing, and pay rates.
Visits being invoiced by actual start time but planned durationIn this article, we explain why the invoice is showing visits being invoice with actual start time but planned duration and how to resolve this.
Set payrate to pay planned durationIn this article, we explain how to pay employees based on planned duration rather than actual.
EMS manual adjustment typesIn this article, we explain how to add EMS manual adjustment types.
Creating ad hoc invoicesIn this article, we explain how to create an ad hoc invoice
Branch & Areas
Manage branches, areas, and organisational structure.
Rename a branch or areaIn this article we explain how to change the name of a branch or area.
Add new branches and areasIn this article, we explain how to add new branches and areas.
Requesting a branch renameRequesting a branch rename across Access Care Planning and Access People Planner or Access Care Rostering.
Scheduling & Time management
Manage visit timing, planning, and time rules.
Amend clash checkingIn this article, we explain how to change the clash status between enforce and warn.
Amend planning settingsIn this article, we explain how to amend planning settings.
Daylight savingsIn this article, we explain how daylight savings works.
Understanding of how GMT to BST clock change affects visit schedulingDaylight saving between Access People Planner and Access Care
Planning.