Access Care Rostering 2.5 Release Notes
We are excited to introduce Access Care Rostering v2.5, bringing a number of highly desirable features, resolution of known issues and significant quality improvements to support your everyday use of Care Rostering.
Exciting New Features and Improvements:
Longitude/Latitude for Payroll/Invoicing
Employee Unavailability Calendar
Service Location Service Suspend Calendar
Flow Calendars
Copilot v1.1
Care Employee Mobile – Feeds Auto Delete
Detailed Features:
Longitude/Latitude improvements for Payroll and Invoicing
Managing care visits across multiple service locations just got easier! This release introduces powerful location management tools powered by Google Maps that give you precise control over employee and service location positioning for more accuracy in payroll and invoice runs. You can enable this feature through Modules & Functions > General > Google Maps – Latitude & Longitude Support.
What's New:
Interactive Google Maps Integration - View and manage custom locations for employees and service locations directly on an interactive map, making it simple to verify that your care team members are visiting the right places
Visual Location Verification - See custom map markers that clearly indicate customised location coordinates, helping you quickly identify when a location has been manually adjusted for accuracy
Drag-and-Drop Location Adjustment - Easily fine-tune employee or service location positions by dragging the map marker to the exact spot, perfect for addresses that don't map accurately or for multi-building facilities
One-Click Location Reset - Quickly revert custom locations back to their default address-based positioning if needed, maintaining flexibility in how you manage your care locations
Enhanced billing accuracy - Use custom longitude and latitude coordinates instead of address-based positioning for payroll and invoicing, ensuring accurate mileage up to 1m2 and travel time calculations
Why This Matters: Accurate location data is critical for care coordination. Whether you're verifying that care visits happen at the correct address, calculating travel reimbursements, or ensuring compliance with service delivery requirements, these enhanced location tools give you the confidence that your care team is exactly where they need to be.
Employee Unavailability Calendar
We've introduced a streamlined way to view employee availability directly from the employee menu, making it easier to plan rotas around holidays, absences, and other unavailability.
What this means for you:
Quick access - New 'Calendar' option in the employee menu provides instant access to unavailability information
Month-at-a-glance - See which employees are unavailable across an entire month
Better planning - Identify potential staffing gaps before they become problems
Easy navigation - Browse through employee unavailability records with clear, organised views
This enhancement helps care coordinators make informed scheduling decisions and maintain adequate staffing levels throughout the year.
Service Location Service Suspend Calendar
Similar to the employee calendar, service locations now have their own dedicated calendar view for managing service suspensions and closures.
What this means for you:
Track service suspensions - Easily view when service locations are temporarily closed
Coordinate planning - Align staff schedules with service availability
Reduce errors - Avoid scheduling staff when services are suspended
Improve oversight - Better visibility of service patterns across your organisation
This feature ensures you're not scheduling care visits during periods when services are unavailable, saving time and preventing confusion.
Flow Calendars
Stay on top of workforce changes with improved access to your flow calendars, now seamlessly integrated into your daily workflow.
What's New:
Enhanced Navigation - Access employee and service location flow calendars directly from an intuitive left-hand menu, with collapsible options to keep your workspace organized
Unified Calendar View - View new hires, terminations, and workforce transitions month-by-month in a clean, easy-to-read calendar format that helps you plan ahead
Quick Data Export - Export calendar information to Excel with a single click, making it simple to share workforce planning data with managers and stakeholders
Smart Breadcrumb Navigation - Always know where you are with improved breadcrumb trails that update as you drill down into specific months or employee groups
Why This Matters: Managing your care workforce means staying ahead of hiring needs and staffing transitions. These calendar improvements make it faster to identify upcoming workforce changes, plan for coverage gaps, and ensure you have the right team in place to deliver exceptional care.
Copilot v1.1
Your Access Evo Copilot is your AI assistant that improves your working day by providing intelligent insights, answering queries, and suggesting actions based on the right context, without waiting.
Copilot makes it easier to gather information and execute tasks efficiently. Everything from HR policies to financial queries and smart email suggestions can be done in an instant.
This will be enabled gradually, w/c 01 December, completed by 04 December.
For more information, please see our help guides at https://help-accesscarerostering.theaccessgroup.com/en/articles/11798619-access-evo-copilot-1-1
Care Employee Feeds Auto Delete
We've implemented automatic feed management in the mobile application to keep your experience fast and focused on current information, with feeds automatically clearing after 30 days.
What this means for you:
Improved performance - Automatic removal of older feeds keeps your mobile app running smoothly and efficiently
Always relevant - Focus stays on recent updates and current information that matters most to your daily operations
Zero maintenance - No manual cleanup required - the system handles this automatically in the background
Seamless experience - Changes take effect immediately without requiring any app updates or user action
Optimised storage - Reduced data usage helps maintain optimal app performance across all devices
This enhancement ensures your mobile experience remains streamlined while automatically maintaining the most current and actionable information for your team.
Issues resolved:
Invoice crediting not working on certain invoice groupings
Visits not being retained on runs
Access Digital Assistant not appearing for some users
Intercom not appearing for some users
Applicant Recruit button being disabled
CRM unable to save quotations for Service Requirements in Leads
Audit view not appearing in reconciliation visits
Employee Portal Document selecting or adding documents produced error
Invoices sent via email as ‘draft’ when invoice run accepted
Coming soon:
ECM Enhancements for Local Authorities
Release Timeline:
Demo and UAT Sites: Wednesday 26th November
Live Sites: Thursday 27th November
Deployment Type: Automatic
Component: Full Release
Need Help?
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.
General Website: The Access Group
Support: Access Group Support