We are excited to introduce Access Care Rostering v2.2, bringing a number of highly desirable features, resolution of known issues and significant quality improvements to support your everyday use of Care Rostering.

We're grateful to the customers who shared their feedback and helped shape this release. Your input ensures we're building features that make a real difference to care teams and the people you support

Exciting New Features and Improvements:

This feature provides seamless exception handling allowing for faster scheduling without interrupting your workflow.

When allocating an employee to a duty, if the allocation fails solely because of the employee being unavailable, a modal will appear asking if you want to override this and allocate the employee anyway. This saves you from having to go through the duty details > Availability tab and ticking the Override Availability box.

Note: this modal will only appear if the Planning Module & Function for Override Availability has been enabled.

Within the Timeline toolbar, the Duration filter can now be used to change the time period displayed in the service user, employee or runs panes from 1 day to 1 week. This gives you a bigger picture view of the duties over the next 7 days, allowing you to plan more effectively and see what’s coming up soon.

Periods of availability or unavailability are now indicated through a coloured line through its duration, along with a description of the period such as Available, Working Pattern or the reason for their unavailability.

You can configure the colours used through Settings > Employee > Employee > Availability Types and choose a type you wish to change. If you have previously customised these colours in People Planner then you may need to review and adapt these to fit the styling of ACR.

Note: Service suspends are not supported currently, but we are working on these in the near future

When entering weekly view on timeline for either a service user or employee, at the top of the pane there are navigation buttons you can use to go to the previous or next record in the list of service users or employees. This makes it much easier to go through multiple records without needing to leave weekly view, find the next one you want and click into weekly view again.

These buttons also work with the filters, so if you refine the list to show high priority service users in the Brighton branch, then you will navigate through this filtered list rather than the complete list of service users.

Note: Navigating through runs and employees filtered by continuity are not currently supported, but will be in future.

In the timeline screen, you can right click on a duty to open a menu with various quick actions such as Allocate, Unallocate, Cancel and Copy.

You can also select multiple duties at the same time (either using drag and drop or holding Ctrl and left clicking on each one) and the quick actions within the right click menu will apply to all the selected duties.

Within the Allocate menu, simply choose an employee from the list or select Other to run a more detailed search. With Unallocate or Copy, choose Yes or No to confirm your choice before any changes are made. With Cancel, choose a cancellation reason or use the Uncancel option to restore the duty if it was cancelled previously.

Note: Once a duty is reconciled, allocation actions become suspended to provide confidence that finalised schedules won't be accidentally changed.

In the Timeline screen, you can now double left click on a duty to open the full duty details screen, making it much quicker to find out more about a particular visit without needing to click on the Full Details link in the context panel.

When Module & Function > General > New Timeline Planning – Branch All or New Timeline Planning – Area All are enabled then you can remove the All option from either the Branch or Area filters in Timeline, ensuring that users must choose a specific branch or area.

This can be useful if you have a particularly large amount of duties in your system and don’t want to display everything at once.

Note: in order to disable Area All, you must also disable Branch All as well. If you would like to explore this feature, please contact our support team.

If the Module & Function > Applicant > Reject Type is enabled, then when you change the status of an applicant to rejected, a section will appear for you to record why that particular applicant was rejected.

Note: you can configure the different Reject Types through Settings > Employee > Applicant > Reject Type

The Duty export now includes rows invoice credit information and status TRUE/FALSE to identify the latest invoice revision for associated duties.

Providing transparency, traceability, and certainty that duty information relates to current or previous invoice versions - all in one export.

The API can now be used to tick the Enforce Hours checkbox on an Employee’s pay rate sheet, without needing to go through the UI.
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Selecting a duty on timeline will set the Filtered By option to “No filter” by default so the employee list ordering is not changed unless you select otherwise.

If you have an existing integration with Access Care Planning, then when you select a duty in Timeline you will see the activities scheduled on the day for that service location. This is pulled straight from ACP and is a great way of knowing which medication a service user has taken without needing to leave the page.

Each item is colour coded to make it easy to tell which ones have been completed, not completed or are still pending. If an activity has a scheduled time then that will also appear.

Note: users will require an ACP account to view activities and medication with permissions set in ACP to view these for service users. If they can’t see this data in ACP then they won’t be able to see it in ACR. For more information about this feature, please contact our support team.

For more details on this release or assistance with the upgrade, please reach out to your Account Manager, Customer Success Manager, or our Support department. Visit our support community at Access Support Community for more information.