Getting Started
Get started and make the most of your software.
By Katie and 3 others4 authors23 articles
Settings
Your guide to setting up your key data
- Create an event for service usersIn this article, we explain how to add an event type and events for service users.
- Configure holiday schemeslocating holiday schemes
- Pay rate sheetsIn this article, we explain how to add and configure pay rate sheets
- Create and allocate an invoice rate sheetIn this article, we explain how to create and allocate an invoice rate sheet.
- Add, edit or delete public holiday datesIn this article, we explain how to create, edit and delete bank holiday dates.
- Create a travel rate sheetIn this article, we explain how to create a travel rate sheet and add this to an employee.
- Create, remove and change cancellation typesIn this article, we explain how to create, remove and change cancellation types.
- Understanding of how GMT to BST clock change affects visit schedulingDaylight saving between Access People Planner and Access Care Planning.
Visit management
Get started managing your visits
- Create a service type and associate with a visit typeIn this article, we explain how to create a service type, associate this with a visit type and add it to a rate sheet.
- Visit data not syncing from Access Care PlanningIn this article, we explain why the visit data has not synced from Access Care Planning.
Finance
Get started with your payroll and invoicing
Service user
Getting started with service user records
- Add an invoice rate sheet to service funderIn this article, we explain how to add an invoice rate sheet to a service funder.
- Service order and requirementsIn this article, we explain how to create a new service order and requirements.
- Add a service funderIn this article, we explain how to add a service funder.
Applicant
Guide to getting started with applicant settings
Rostering
Get started with rostering
- Create an ad hoc visitIn this article, we explain how to create an ad hoc visit.
- Generate future visitsIn this article, we explain how to generate future visits.
- Visit coloursViewing and using visit colours
- Amend the actual time of a reconciled visitIn this article, we explain how to amend the actual time on a reconciled visit.