Settings
Useful information relating to settings
Create a new user via Access EvoIn this article, we explain how to create a new user on Access Evo.
Configure alert managementIn this article, we explain how to configure alert management.
Configure basic email settingsIn this article we explain how to configure basic email settings.
Add new branches and areasIn this article, we explain how to add new branches and areas.
Remove auto generationIn this article, we explain how to remove auto-generation.
Maximum character limit for notesIn this article we explain the maximum character limit for service user and employee notes.
Rename a branch or areaIn this article we explain how to change the name of a branch or area.
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.
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.
Set up cancellation typesIn this article, we explain how to set up cancellation types.
When launching Access People Planner from Access Evo there's an errorIn this article, we explain what to do when an error message appears after launching Access People Planner from Access Evo.
Creating ad hoc invoicesIn this article, we explain how to create an ad hoc invoice
Visits missing from Integration with CM2000In this article, we explain what to do if visits are missing from integration with CM2000.
Associate service type to pay rate sheetIn this article, we explain how to associate a service type to the pay rate sheet.
Amend clash checkingIn this article, we explain how to change the clash status between enforce and warn.
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.
Turn on branch filtersIn this article, we explain how to turn on branch filters.
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.
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.
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.
View and amend integration settingsIn this article, we explain how to view and amend integration settings.
Set a service type to ignore clash checkingIn this article, we explain how to set a service type to ignore clash checking.
Apply and increase public holiday rateIn this article, we explain how to apply and increase the public holiday rate.
Actual or planned times are showing on payroll or invoice incorrectlyIn this article, we explain how to resolve when actual or planner times are showing incorrectly on payroll or invoice.
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.
Amend planning settingsIn this article, we explain how to amend planning settings.
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.
Enhanced authentication for Microsoft Exchange OnlineIn this article, we explain how to configure enhanced authentication for Microsoft Exchange online.
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.
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.
Daylight savingsIn this article, we explain how daylight savings works.
How often is data sent to Access Care PlanningIn this article, we explain how often data is sent to Access Care Planning.