# Access Care Planning Help Centre > Help center for The Access Group ## Help & support - [Support made simple in Access Care Planning](https://help-accesscareplanning.theaccessgroup.com/en/articles/15391452-support-made-simple-in-access-care-planning.md): Find technical help and support with Access Care Planning. - [Customer Success Plans explained](https://help-accesscareplanning.theaccessgroup.com/en/articles/15391679-customer-success-plans-explained.md): Understand the level of support available to you for your products. - [MyAccess Portal overview](https://help-accesscareplanning.theaccessgroup.com/en/articles/15391754-myaccess-portal-overview.md): The MyAccess Portal is a unified, intuitive digital experience where you can manage your Access account. - [Add colleagues to support interactions](https://help-accesscareplanning.theaccessgroup.com/en/articles/15391804-add-colleagues-to-support-interactions.md): You can add other people from your organisation to your support interaction. - [Unable to see the Access Digital Assistant](https://help-accesscareplanning.theaccessgroup.com/en/articles/12469495-unable-to-see-the-access-digital-assistant.md): In this article, we explain how to resolve the issue if you are unable to see the Access Digital Assistant since the 8.2.5.1 release. - [Get entitlement support](https://help-accesscareplanning.theaccessgroup.com/en/articles/15341146-get-entitlement-support.md): We explain how to request contacts to be added your support entitlements. - [Register for alerts on the status dashboard](https://help-accesscareplanning.theaccessgroup.com/en/articles/12148665-register-for-alerts-on-the-status-dashboard.md): This article explains how to subscribe for alerts on the Access Care Division status dashboard and how to unsubscribe from the alerts. - [New status dashboard](https://help-accesscareplanning.theaccessgroup.com/en/articles/12149100-new-status-dashboard.md): In this article, we explain how to navigate the status dashboard. - [Out of hours support for P1 issues](https://help-accesscareplanning.theaccessgroup.com/en/articles/15842076-out-of-hours-support-for-p1-issues.md): Out if hours support process. ## Access Evo - [Evo Copilot and ACP features not visible — why and how to fix](https://help-accesscareplanning.theaccessgroup.com/en/articles/14284583-evo-copilot-and-acp-features-not-visible-why-and-how-to-fix.md): Why Evo Copilot, Evo Feed, and other Evo-linked features may not appear in ACP even after being enabled, and the steps to resolve it. - [Link Access Care Planning to Access Evo](https://help-accesscareplanning.theaccessgroup.com/en/articles/12033352-link-access-care-planning-to-access-evo.md): In this article, we explain how to link Access Care Planning to Access Evo. - [Evo Platform Multi Subscription Support](https://help-accesscareplanning.theaccessgroup.com/en/articles/12136089-evo-platform-multi-subscription-support.md): Manage multiple ACP instances from a single login account - [Markdown Formatting in Access Care Planning Feed Items](https://help-accesscareplanning.theaccessgroup.com/en/articles/13161368-markdown-formatting-in-access-care-planning-feed-items.md): When using automation in Access Care Planning to send Feed Items, you can format the content using Markdown. Markdown allows simple, clean text formatting that gets converted into styled elements w... - [Access Evo Copilot and Feed](https://help-accesscareplanning.theaccessgroup.com/en/articles/13176544-access-evo-copilot-and-feed.md): Learn how to use Evo Copilot to get AI-powered insights from your care data and set up Feed notifications for real-time alerts. ## Visits - [View previous and future visit details](https://help-accesscareplanning.theaccessgroup.com/en/articles/11872937-view-previous-and-future-visit-details.md): View previous and upcoming client visits in the Access Care Planning app, including visit details and notes. - [Download visit details](https://help-accesscareplanning.theaccessgroup.com/en/articles/11873843-download-visit-details.md): Download detailed visit records, including activities, notes, and visit times, as a PDF. - [Print QR codes](https://help-accesscareplanning.theaccessgroup.com/en/articles/11873183-print-qr-codes.md): Print QR codes for all service users or for individual records for quick, easy sign-in access. - [Visit notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/11839520-visit-notes.md): View, manage, and print visit notes, and control whether carers can update notes outside of scheduled visit times. - [Primary and secondary users in a visit](https://help-accesscareplanning.theaccessgroup.com/en/articles/11831543-primary-and-secondary-users-in-a-visit.md): In this article, we explain the functionality of the primary and secondary features in a double-up visit. - [Visit sign in and out threshold](https://help-accesscareplanning.theaccessgroup.com/en/articles/11840231-visit-sign-in-and-out-threshold.md): In this article, we explain how to amend the booking-in and out threshold for a visit. - [Ad hoc visits](https://help-accesscareplanning.theaccessgroup.com/en/articles/11864617-ad-hoc-visits.md): In this article, we explain how you can create ad hoc visits and add care plans and activities to an ad hoc visit. - [Manually amend visits](https://help-accesscareplanning.theaccessgroup.com/en/articles/11812700-manually-amend-visits.md): Manually amend visit times, notes, and statuses for completed or outstanding visits. - [Set a log in and out method](https://help-accesscareplanning.theaccessgroup.com/en/articles/11813851-set-a-log-in-and-out-method.md): Set and manage visit verification methods, including manual sign-in, QR codes, and NFC tags, for carers. - [Visit location feature](https://help-accesscareplanning.theaccessgroup.com/en/articles/11814032-visit-location-feature.md): In this article, we explain how visit location accuracy works. - [Create visits](https://help-accesscareplanning.theaccessgroup.com/en/articles/12131174-create-visits.md): Create visits in Access Care Planning and view them in a service user’s record for easy visit management. - [Incorrect check in and out times](https://help-accesscareplanning.theaccessgroup.com/en/articles/12629634-incorrect-check-in-and-out-times.md): Why visit check-in and check-out times may appear incorrect and how to resolve time zone-related issues in Access Care Planning. - [Visit check in and out location](https://help-accesscareplanning.theaccessgroup.com/en/articles/14112312-visit-check-in-and-out-location.md): View detailed visit information, including location data, timestamps, and check-in and check-out records, from either a service user's record or the visit screen. - [Availability of visits and associated data in the Access Care Planning app](https://help-accesscareplanning.theaccessgroup.com/en/articles/15137258-availability-of-visits-and-associated-data-in-the-access-care-planning-app.md): Understand how timing influences data availability in the Access Care Planning app. - [Visits not showing](https://help-accesscareplanning.theaccessgroup.com/en/articles/11830039-visits-not-showing.md): In this article, we explain why your visits aren't showing and how you can resolve issues. - [Visit records, activities, and care notes not showing — triage guide](https://help-accesscareplanning.theaccessgroup.com/en/articles/14288361-visit-records-activities-and-care-notes-not-showing-triage-guide.md): A triage guide for Tenant and Branch Admins to distinguish between sync delays, integration lag, and genuine data loss for visit records, activities, and care notes — covering when data will self-c... - [Why a carer cannot check in or end a visit](https://help-accesscareplanning.theaccessgroup.com/en/articles/14302457-why-a-carer-cannot-check-in-or-end-a-visit.md): A troubleshooting guide for Tenant and Branch Admins covering the most common reasons a carer cannot start or end a visit on the ACP mobile app, including time windows, required forms, QR code N/A,... - [Why activities are not appearing at the point of visit](https://help-accesscareplanning.theaccessgroup.com/en/articles/14302474-why-activities-are-not-appearing-at-the-point-of-visit.md): A step-by-step guide for Tenant and Branch Admins on why activities are not appearing for a carer during a visit on the mobile app, covering care plan configuration, role permissions, subscription,... - [Live View troubleshooting — black screen and display issues](https://help-accesscareplanning.theaccessgroup.com/en/articles/14321463-live-view-troubleshooting-black-screen-and-display-issues.md): Troubleshooting guide for Live View display issues including black screen, activity description errors, and performance problems on the case files visits page. - [Unable to see case details on a visit](https://help-accesscareplanning.theaccessgroup.com/en/articles/11875601-unable-to-see-case-details-on-a-visit.md): Why case details or case files may not be visible on a visit and how to adjust download settings and user permissions to restore access. - [Unable to log out of a visit](https://help-accesscareplanning.theaccessgroup.com/en/articles/11968335-unable-to-log-out-of-a-visit.md): Discover the most common reasons a visit cannot be ended, including incomplete activities, outstanding visits, permission settings, and tenant configuration restrictions. - [Address location showing incorrectly](https://help-accesscareplanning.theaccessgroup.com/en/articles/11991232-address-location-showing-incorrectly.md): Troubleshoot incorrect address locations in the mobile app by checking service user details, postcode information, and GPS coordinates. - [Issue scanning QR code](https://help-accesscareplanning.theaccessgroup.com/en/articles/11991798-issue-scanning-qr-code.md): Find out why a QR code may not scan correctly for a visit and how client start dates can affect QR code activation. - [Visit not showing activities](https://help-accesscareplanning.theaccessgroup.com/en/articles/11867198-visit-not-showing-activities.md): Troubleshoot missing visit activities by checking visit allocation times, care plan links, and custom activity schedules. - [Unable to view 24-hour visits](https://help-accesscareplanning.theaccessgroup.com/en/articles/12289777-unable-to-view-24-hour-visits.md): 24-hour visits may not appear in the visit list if the selected date filters do not cover the full duration of the visit. ## Care plans - [Copy existing activities to and from a care plan](https://help-accesscareplanning.theaccessgroup.com/en/articles/11813685-copy-existing-activities-to-and-from-a-care-plan.md): In this article, we explain how to copy activities to and from care plans. - [Create and delete care plans](https://help-accesscareplanning.theaccessgroup.com/en/articles/11814119-create-and-delete-care-plans.md): In this article, we explain how you can create and delete care plans. - [Remove old care plans](https://help-accesscareplanning.theaccessgroup.com/en/articles/11831032-remove-old-care-plans.md): In this article, we explain how to remove care plans in Access Care Planning using your rostering system. - [Audit care plans](https://help-accesscareplanning.theaccessgroup.com/en/articles/11840830-audit-care-plans.md): In this article, we explain how you can audit care plans and see when activities were added and by whom. ## Activities & Medication - [Managing custom schedule conflicts](https://help-accesscareplanning.theaccessgroup.com/en/articles/15958294-managing-custom-schedule-conflicts.md): How to review, resolve and track custom activity time schedule conflicts when visit times change. - [eMAR overview](https://help-accesscareplanning.theaccessgroup.com/en/articles/11767894-emar-overview.md): Manage and understand eMAR medication records. - [Add allergies to EMARs](https://help-accesscareplanning.theaccessgroup.com/en/articles/11783079-add-allergies-to-emars.md): This article explains how to add allergies to your service user's EMAR. - [Create medication](https://help-accesscareplanning.theaccessgroup.com/en/articles/11784269-create-medication.md): In this article, we explain how to create supported medication. - [Set medication requirement for alternate days](https://help-accesscareplanning.theaccessgroup.com/en/articles/11829467-set-medication-requirement-for-alternate-days.md): In this article, we will explain how you can set up medication to be given on alternate days. - [Add PRN medication](https://help-accesscareplanning.theaccessgroup.com/en/articles/11831357-add-prn-medication.md): In this article, we explain how to add PRN medication to a service user's care plan. - [Add activity codes](https://help-accesscareplanning.theaccessgroup.com/en/articles/11849226-add-activity-codes.md): In this article, we explain how you can add activity codes to your medication. - [Medication audit](https://help-accesscareplanning.theaccessgroup.com/en/articles/11872852-medication-audit.md): In this article, we will explain how to run a medication audit. - [Medication isn't adding to a care plan](https://help-accesscareplanning.theaccessgroup.com/en/articles/11874457-medication-isn-t-adding-to-a-care-plan.md): In this article, we explain why medication might not be added to a care plan and how to resolve this. - [Administer PRN medication](https://help-accesscareplanning.theaccessgroup.com/en/articles/14995285-administer-prn-medication.md): Steps to record PRN medication in a visit record. - [Add activities and medication to care plans](https://help-accesscareplanning.theaccessgroup.com/en/articles/11784141-add-activities-and-medication-to-care-plans.md): Steps to add, edit or remove activities or medication from your care plans. - [Create activities](https://help-accesscareplanning.theaccessgroup.com/en/articles/11784179-create-activities.md): In this article, we explain how to create standard activities. - [Custom schedules for activities](https://help-accesscareplanning.theaccessgroup.com/en/articles/11785729-custom-schedules-for-activities.md): In this article, we explain how to add a custom schedule for activities and medication. - [Add alerts for missed medication or activities](https://help-accesscareplanning.theaccessgroup.com/en/articles/11786036-add-alerts-for-missed-medication-or-activities.md): In this article, we explain how to add alerts for missed medication or activities. - [Complete activities](https://help-accesscareplanning.theaccessgroup.com/en/articles/11799194-complete-activities.md): In this article, we explain how to complete actives on the web console, live view and the Access Care Planning app. - [Create ad hoc activities](https://help-accesscareplanning.theaccessgroup.com/en/articles/11813059-create-ad-hoc-activities.md): In this article, we explain how to create ad hoc activities and how to enable settings for completion. - [Missing or incorrect activities](https://help-accesscareplanning.theaccessgroup.com/en/articles/11883050-missing-or-incorrect-activities.md): In this article, we explain the troubleshooting steps for if activities are incorrect or missing on a visit. - [View activity notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/11968642-view-activity-notes.md): In this article, we explain how to view activity notes. - [Activity report](https://help-accesscareplanning.theaccessgroup.com/en/articles/11969061-activity-report.md): In this article, we explain how to generate an activity report. ## Automation rules - [Troubleshoot automation rules that do not update case fields](https://help-accesscareplanning.theaccessgroup.com/en/articles/14288741-troubleshoot-automation-rules-that-do-not-update-case-fields.md): Steps to take when a case field does not update after an automation rule fires. - [Create and edit automation rules](https://help-accesscareplanning.theaccessgroup.com/en/articles/11883392-create-and-edit-automation-rules.md): In this article, we explain how to set up and edit automation rules. - [Make an automation rule inactive](https://help-accesscareplanning.theaccessgroup.com/en/articles/11883978-make-an-automation-rule-inactive.md): In this article, we explain how you can make an automation rule inactive. - [Automation rule isn't triggering](https://help-accesscareplanning.theaccessgroup.com/en/articles/11927660-automation-rule-isn-t-triggering.md): In this article, we explain why an automation rule has not triggered and how to resolve. ## Mobile app - [Report a problem feature](https://help-accesscareplanning.theaccessgroup.com/en/articles/11992087-report-a-problem-feature.md): In this article, we explain how to set up and use the report a problem feature. - [Mobile app settings](https://help-accesscareplanning.theaccessgroup.com/en/articles/11993612-mobile-app-settings.md): In this article, we explain mobile app settings and basic requirements. - [Working offline](https://help-accesscareplanning.theaccessgroup.com/en/articles/12540674-working-offline.md): In this article, we explain how you can work with your Access Care Planning app while offline. - [GP Connect for Mobile](https://help-accesscareplanning.theaccessgroup.com/en/articles/13451465-gp-connect-for-mobile.md) - [Geofencing Boundary](https://help-accesscareplanning.theaccessgroup.com/en/articles/14623605-geofencing-boundary.md) - [Enhanced offline mode](https://help-accesscareplanning.theaccessgroup.com/en/articles/15187488-enhanced-offline-mode.md) - [Why does "Retrieving your location" appear when starting or ending a visit?](https://help-accesscareplanning.theaccessgroup.com/en/articles/16917709-why-does-retrieving-your-location-appear-when-starting-or-ending-a-visit.md): Learn why the app requests your location during visit check-in and check-out, and what to do if it takes longer than expected. - [Register a device](https://help-accesscareplanning.theaccessgroup.com/en/articles/11930090-register-a-device.md): In this article, we explain how to register a new device or edit an existing device. - [Device is already registered](https://help-accesscareplanning.theaccessgroup.com/en/articles/11969442-device-is-already-registered.md): In this article, we explain how to fix there is already a device registered with this UUID error. - [Make a device active and inactive](https://help-accesscareplanning.theaccessgroup.com/en/articles/11991363-make-a-device-active-and-inactive.md): In this article, we explain how to make a device inactive. - [Device version](https://help-accesscareplanning.theaccessgroup.com/en/articles/12546949-device-version.md): In this article, we explain how to find what device version you are using. - [View employee app usage](https://help-accesscareplanning.theaccessgroup.com/en/articles/11894856-view-employee-app-usage.md): In this article, we will explain how you can view your employee's app usage in a report. - [Mobile sync troubleshooting guide](https://help-accesscareplanning.theaccessgroup.com/en/articles/14298765-mobile-sync-troubleshooting-guide.md): Step-by-step troubleshooting for the most common sync failures on the ACP mobile app, including loading bar freezing, visits not appearing, and when to perform a clean sync. - [How mobile sync works — a guide for administrators](https://help-accesscareplanning.theaccessgroup.com/en/articles/14298768-how-mobile-sync-works-a-guide-for-administrators.md): A plain-English explainer for Branch and Tenant Admins covering how ACP mobile syncs with the server, what triggers each sync type, how visit data flows from People Planner, and what to expect when... - [Device sync](https://help-accesscareplanning.theaccessgroup.com/en/articles/11992201-device-sync.md): In this article, we explain how to sync your device and different types of syncs. - [Data retention policy](https://help-accesscareplanning.theaccessgroup.com/en/articles/11983012-data-retention-policy.md): In this article, we explain how to change the data retention policy on the Access Care Planning app. - [Complete visits on the mobile app](https://help-accesscareplanning.theaccessgroup.com/en/articles/12540821-complete-visits-on-the-mobile-app.md): In this article, we explain how to complete visits on the mobile app. - [Follow cases on the mobile app](https://help-accesscareplanning.theaccessgroup.com/en/articles/12540753-follow-cases-on-the-mobile-app.md): In this article, we explain how to follow cases on the mobile app. - [Visit Duration Variance Tracking](https://help-accesscareplanning.theaccessgroup.com/en/articles/14624051-visit-duration-variance-tracking.md) - [View an AI-generated visit summary](https://help-accesscareplanning.theaccessgroup.com/en/articles/15187214-view-an-ai-generated-visit-summary.md) - [Access Care Planning app login details](https://help-accesscareplanning.theaccessgroup.com/en/articles/11993065-access-care-planning-app-login-details.md): In this article, we explain how to login to the Access Care Planning app and how to find login details. - [Unable to login to the Access Care Planning app](https://help-accesscareplanning.theaccessgroup.com/en/articles/11993227-unable-to-login-to-the-access-care-planning-app.md): In this article, we explain why you are unable to log in to the Access Care Planning app. - [Next of kin log in](https://help-accesscareplanning.theaccessgroup.com/en/articles/12732549-next-of-kin-log-in.md): In this article, we explain how next of kin log in and navigate the Access Care Planning app. ## Forms - [Refreshed Form Pack \(UK\)](https://help-accesscareplanning.theaccessgroup.com/en/articles/15603540-refreshed-form-pack-uk.md): A refreshed library of care and workforce forms you can import into Access Care Planning. - [Form size limits and best practices](https://help-accesscareplanning.theaccessgroup.com/en/articles/16118036-form-size-limits-and-best-practices.md): Understand the size limits for forms, images, and tables in ACP, and how to design forms that stay fast and reliable. - [Refreshed Form Pack \(Republic of Ireland\)](https://help-accesscareplanning.theaccessgroup.com/en/articles/16069120-refreshed-form-pack-republic-of-ireland.md): A refreshed library of HIQA-aligned care forms you can import into Access Care Planning. - [Create a form](https://help-accesscareplanning.theaccessgroup.com/en/articles/11928170-create-a-form.md): In this article, we explain how to create and publish a new form. - [Duplicate a form](https://help-accesscareplanning.theaccessgroup.com/en/articles/12539514-duplicate-a-form.md): In this article, we explain how to duplicate a form. - [Sections](https://help-accesscareplanning.theaccessgroup.com/en/articles/11929426-sections.md): In the article, we explain how to add forms to a section and make the for editable, how to create a single form, or how to delete forms. - [Body maps](https://help-accesscareplanning.theaccessgroup.com/en/articles/12060565-body-maps.md): In this article, we explain how you can add body maps to forms. - [Print templates](https://help-accesscareplanning.theaccessgroup.com/en/articles/12554493-print-templates.md): In this article, we explain how to create and attach print templates. - [Make a form visible on a visit](https://help-accesscareplanning.theaccessgroup.com/en/articles/11895862-make-a-form-visible-on-a-visit.md): In this article, we explain how to make a form visible from the visit within the Access Care Planning app. - [Lock form functionality](https://help-accesscareplanning.theaccessgroup.com/en/articles/15175838-lock-form-functionality.md): Read-only form on the Access Care Planning app for read-only access while still editing the form. - [Form condition rules](https://help-accesscareplanning.theaccessgroup.com/en/articles/12569236-form-condition-rules.md): In this article, we explain rules that can be used in forms to hide and calculate components. - [Submit and download forms](https://help-accesscareplanning.theaccessgroup.com/en/articles/11906285-submit-and-download-forms.md): In this article, we explain how to submit forms from the web console and app, draft forms and how to download and duplicate forms. - [Add documents](https://help-accesscareplanning.theaccessgroup.com/en/articles/11885834-add-documents.md): In this article, we explain how to upload documents to a service user's or employee's record. - [View documents](https://help-accesscareplanning.theaccessgroup.com/en/articles/14121782-view-documents.md): View documents on the web portal or via the Access Care Planning app. - [Form and case history](https://help-accesscareplanning.theaccessgroup.com/en/articles/11906013-form-and-case-history.md): In this article, we explain how you can view form and case history. - [Supporting you with service user outcomes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12291056-supporting-you-with-service-user-outcomes.md): A full guide on how to get the best out of your service user outcomes. - [Outcomes checklist](https://help-accesscareplanning.theaccessgroup.com/en/articles/12291160-outcomes-checklist.md): Checklist for outcomes. - [Export or import forms and templates](https://help-accesscareplanning.theaccessgroup.com/en/articles/11885793-export-or-import-forms-and-templates.md): In this article, we explain how to import and export forms and templates. - [Make a form inactive](https://help-accesscareplanning.theaccessgroup.com/en/articles/12683241-make-a-form-inactive.md): In this article, we explain how to make a form inactive. - [Reactivate an inactive form](https://help-accesscareplanning.theaccessgroup.com/en/articles/12683306-reactivate-an-inactive-form.md): In this article, we explain how to reactivate an inactive form. - [What happens to submitted forms when a form is removed from a section](https://help-accesscareplanning.theaccessgroup.com/en/articles/14283560-what-happens-to-submitted-forms-when-a-form-is-removed-from-a-section.md): Understand the difference between removing, deactivating, and deleting forms, and what happens to submitted data in each case. - [Form Submissions Archive](https://help-accesscareplanning.theaccessgroup.com/en/articles/14666810-form-submissions-archive.md): Archive and manage outdated form submissions in Access Care Planning for compliance and audit purposes. - [Why forms display differently on mobile versus web](https://help-accesscareplanning.theaccessgroup.com/en/articles/14321448-why-forms-display-differently-on-mobile-versus-web.md): Explains why forms look or behave differently on the ACP mobile app compared to the web console, covering simplified rendering, hidden field logic, images, and paragraph formatting. - [Why form scores and calculated fields are not updating correctly](https://help-accesscareplanning.theaccessgroup.com/en/articles/14288736-why-form-scores-and-calculated-fields-are-not-updating-correctly.md): How ACP form scores and calculated fields work, common reasons for incorrect totals including Waterlow risk assessments, and steps to diagnose and fix form rule configuration issues. - [Unable to see images on a form](https://help-accesscareplanning.theaccessgroup.com/en/articles/11930066-unable-to-see-images-on-a-form.md): In this article, we explain why you may not be able to view images and signatures on a form in the Access Care Planning app. - [Date format defaults to January](https://help-accesscareplanning.theaccessgroup.com/en/articles/12289786-date-format-defaults-to-january.md): In this article, we explain why the date format defaults to January and how to resolve this. - [Form submission troubleshooting guide](https://help-accesscareplanning.theaccessgroup.com/en/articles/14283992-form-submission-troubleshooting-guide.md): Step-by-step guidance for the most common form submission problems: form will not save, mandatory field blocking submission, internal server error, and form disappeared after submission. ## Employees - [Managing auto-created Evo user records](https://help-accesscareplanning.theaccessgroup.com/en/articles/14288103-managing-auto-created-evo-user-records.md): What auto-created Evo user records are, where to find them, what Tenant Admins can change, and what requires Support intervention. - [User management decision guide — Employee, User, or Evo Members?](https://help-accesscareplanning.theaccessgroup.com/en/articles/14288127-user-management-decision-guide-employee-user-or-evo-members.md): A short guide explaining the three places user records exist in ACP and Evo — Employee, User, and Evo Members — and when to use each one. - [User types](https://help-accesscareplanning.theaccessgroup.com/en/articles/11884979-user-types.md): In this article, we will explain how you can update an employee's user type. - [Update what branch administrators have access to](https://help-accesscareplanning.theaccessgroup.com/en/articles/11886299-update-what-branch-administrators-have-access-to.md): In this article, we will explain how you can update what branch administrators have the ability to access on the system. - [Set up next of kin access](https://help-accesscareplanning.theaccessgroup.com/en/articles/11896063-set-up-next-of-kin-access.md): In this article, we explain how to set up a next of kin user. - [Update employee details](https://help-accesscareplanning.theaccessgroup.com/en/articles/11896268-update-employee-details.md): In this article, we explain how to edit employee details. - [Archive an employee](https://help-accesscareplanning.theaccessgroup.com/en/articles/11904570-archive-an-employee.md): In this article, we explain how to make an employee inactive and archive their case file. - [Update a username](https://help-accesscareplanning.theaccessgroup.com/en/articles/11940234-update-a-username.md): In this article, we explain how to update a username. - [Add or remove employees from groups](https://help-accesscareplanning.theaccessgroup.com/en/articles/12008162-add-or-remove-employees-from-groups.md): In this article, we explain how to add or remove employees from a group. - [Subscribe and unsubscribe an employee from a service](https://help-accesscareplanning.theaccessgroup.com/en/articles/12008486-subscribe-and-unsubscribe-an-employee-from-a-service.md): In this article, we explain how to subscribe or unsubscribe an employee from a service. - [Create and delete groups](https://help-accesscareplanning.theaccessgroup.com/en/articles/12019178-create-and-delete-groups.md): In this article, we explain how to create and delete groups. - [Add a branch to an employee](https://help-accesscareplanning.theaccessgroup.com/en/articles/12033666-add-a-branch-to-an-employee.md): In this article, we explain how to add an branch to an employee. - [Add a new employee](https://help-accesscareplanning.theaccessgroup.com/en/articles/15392198-add-a-new-employee.md): Add a new service user by creating their profile directly in Access Care Planning. ## Reports - [Report is showing an internal server error](https://help-accesscareplanning.theaccessgroup.com/en/articles/14666756-report-is-showing-an-internal-server-error.md): What to do when you see an internal server error when running or downloading a report in Access Care Planning. - [What reports can and cannot show in Access Care Planning](https://help-accesscareplanning.theaccessgroup.com/en/articles/14666762-what-reports-can-and-cannot-show-in-access-care-planning.md): What Access Care Planning reports can and cannot show, including limitations around combining forms, downloading charts, and date range restrictions. - [Report configuration](https://help-accesscareplanning.theaccessgroup.com/en/articles/11930245-report-configuration.md): In this article, we explain how to configure a new report. - [Visit report](https://help-accesscareplanning.theaccessgroup.com/en/articles/11930933-visit-report.md): In this article, we explain how to run a visit report. - [Create charts](https://help-accesscareplanning.theaccessgroup.com/en/articles/11982642-create-charts.md): In this article, we explain how to create a new chart and how to add the chart to service users. - [Delete reports](https://help-accesscareplanning.theaccessgroup.com/en/articles/11983195-delete-reports.md): In this article, we explain how to delete reports. - [Set fluid targets](https://help-accesscareplanning.theaccessgroup.com/en/articles/11984439-set-fluid-targets.md): In this article, we explain how to set up fluid targets for fluid charts. - [Carers can view reports](https://help-accesscareplanning.theaccessgroup.com/en/articles/12131090-carers-can-view-reports.md): In this article, we explain why carers can view reports. - [Edit reports](https://help-accesscareplanning.theaccessgroup.com/en/articles/12148029-edit-reports.md): In this article, we explain how to edit a report. ## Live view - [Navigate Live View](https://help-accesscareplanning.theaccessgroup.com/en/articles/12010116-navigate-live-view.md): In this article, we explain how to navigate the live view feature. ## Handover - [Handover setup](https://help-accesscareplanning.theaccessgroup.com/en/articles/12032701-handover-setup.md): In this article, we explain how to set up and complete a handover. ## Service users - [Add a new service user](https://help-accesscareplanning.theaccessgroup.com/en/articles/11904511-add-a-new-service-user.md): In this article, we explain how to add a new service user. - [Managing service user records created by integration](https://help-accesscareplanning.theaccessgroup.com/en/articles/14300960-managing-service-user-records-created-by-integration.md): Guidance for Tenant Administrators on what to do when a service user record created by integration arrives in the wrong service, creates a duplicate, or needs correction in ACP. - [Archive a service user](https://help-accesscareplanning.theaccessgroup.com/en/articles/11905026-archive-a-service-user.md): In this article, we explain how to make a service user inactive, and how to archive their case file. - [Add NFC tags to service users](https://help-accesscareplanning.theaccessgroup.com/en/articles/12019050-add-nfc-tags-to-service-users.md): In this article, we explain how to add an NFC tag to a service user. - [Case view list](https://help-accesscareplanning.theaccessgroup.com/en/articles/12538782-case-view-list.md): In this article, we explain how to edit your service user case view list. ## Roles - [Create new roles](https://help-accesscareplanning.theaccessgroup.com/en/articles/11930601-create-new-roles.md): In this article, we explain how to create new, or amend current roles. - [Why a user can access ACP but cannot see certain modules or features](https://help-accesscareplanning.theaccessgroup.com/en/articles/14284617-why-a-user-can-access-acp-but-cannot-see-certain-modules-or-features.md): A step-by-step guide to diagnosing why a user can log into ACP but cannot see certain modules, features, or records — covering RBAC, tenant preferences, Evo permissions, and branch-scoped restricti... - [Admin self-serve guide — common configuration tasks you can do yourself](https://help-accesscareplanning.theaccessgroup.com/en/articles/14299126-admin-self-serve-guide-common-configuration-tasks-you-can-do-yourself.md): A decision guide for Tenant Administrators and Branch Administrators on which common configuration tasks they can complete themselves in ACP and which require a support case. - [Employee not appearing in ACP after creation in People Planner or Access Care Rostering](https://help-accesscareplanning.theaccessgroup.com/en/articles/14498412-employee-not-appearing-in-acp-after-creation-in-people-planner-or-access-care-rostering.md): Steps to take when a new employee record created in your rostering system has not appeared in Access Care Planning. - [Client integrated to the wrong service or new branch not appearing in ACP](https://help-accesscareplanning.theaccessgroup.com/en/articles/14498415-client-integrated-to-the-wrong-service-or-new-branch-not-appearing-in-acp.md): What to do when a service user integrated from People Planner or Access Care Rostering has arrived in the wrong service, or a newly created branch has not appeared in ACP. - [Unexpected emails from Access Care Planning](https://help-accesscareplanning.theaccessgroup.com/en/articles/14666645-unexpected-emails-from-access-care-planning.md): What to do if you or your staff have received an unexpected email from Access Care Planning, including subscription confirmations, alert notifications, and automation rule emails. - [Amend role based access](https://help-accesscareplanning.theaccessgroup.com/en/articles/11930673-amend-role-based-access.md): In this article, we explain how to create and amend role based access. - [Multi-branch access for Branch Administrators user guide](https://help-accesscareplanning.theaccessgroup.com/en/articles/12682956-multi-branch-access-for-branch-administrators-user-guide.md): Manage multiple branches with a single login ## Settings - [Tenant preferences](https://help-accesscareplanning.theaccessgroup.com/en/articles/11939646-tenant-preferences.md): In this article, we explain what all the tenant preference settings mean. - [How to request a contract change, module cancellation, or account closure](https://help-accesscareplanning.theaccessgroup.com/en/articles/14321723-how-to-request-a-contract-change-module-cancellation-or-account-closure.md): Who to contact and what to expect when you need to cancel, downsize, or close your Access Care Planning account. - [What happens when you cancel Access Care Planning](https://help-accesscareplanning.theaccessgroup.com/en/articles/14321727-what-happens-when-you-cancel-access-care-planning.md): What happens to your data when your Access Care Planning contract ends, and what steps your organisation should take before access is removed. - [Self-support tool](https://help-accesscareplanning.theaccessgroup.com/en/articles/11991491-self-support-tool.md): In this article, we explain how to use the self-support tool. - [Two factor authentication](https://help-accesscareplanning.theaccessgroup.com/en/articles/11991619-two-factor-authentication.md): In this article, we explain how to enable or remove two factor authentication or one time password. - [You don't have access to view the web portal](https://help-accesscareplanning.theaccessgroup.com/en/articles/12007932-you-don-t-have-access-to-view-the-web-portal.md): In this article, we explain how to resolve the error you don't have access to view the web portal. - [Password reset](https://help-accesscareplanning.theaccessgroup.com/en/articles/12008274-password-reset.md): In this article, we explain how you can reset you Access Care Planning password. - [Data sent from rostering systems](https://help-accesscareplanning.theaccessgroup.com/en/articles/12008687-data-sent-from-rostering-systems.md): In this article, we explain what information is sent from your rostering system to Access Care Planning. - [File size limit](https://help-accesscareplanning.theaccessgroup.com/en/articles/12020574-file-size-limit.md): In this article, we explain the file size limit for photos and documents. - [Unable to log in from Safari](https://help-accesscareplanning.theaccessgroup.com/en/articles/12033136-unable-to-log-in-from-safari.md): In this article, we explain why you are unable to log in to Access Care Planning from Safari. - [Branch has not integrated from Access Care Rostering](https://help-accesscareplanning.theaccessgroup.com/en/articles/12116213-branch-has-not-integrated-from-access-care-rostering.md): In this article, we explain why a branch has not integrated from Access Care Rostering and how to resolve it. - [Change tenant settings](https://help-accesscareplanning.theaccessgroup.com/en/articles/12529566-change-tenant-settings.md): In this article, we explain how to change tenant settings such as the tenant name and the tenant logo. - [Rostering system integration times](https://help-accesscareplanning.theaccessgroup.com/en/articles/12546298-rostering-system-integration-times.md): In this article, we explain how often Access Care Planning receives updates from your rostering system. - [Understanding of how GMT to BST clock change affects visit scheduling](https://help-accesscareplanning.theaccessgroup.com/en/articles/14498815-understanding-of-how-gmt-to-bst-clock-change-affects-visit-scheduling.md): Daylight saving between Access People Planner and Access Care Planning. - [Requesting a branch rename](https://help-accesscareplanning.theaccessgroup.com/en/articles/14594583-requesting-a-branch-rename.md): Requesting a branch rename across Access Care Planning and Access People Planner or Access Care Rostering. ## Case file - [Create case fields](https://help-accesscareplanning.theaccessgroup.com/en/articles/12033525-create-case-fields.md): In this article, we explain how to create case fields. - [Reasonable Adjustment Digital Flag \(RDAF\) - Access Care Planning's plans for compliance](https://help-accesscareplanning.theaccessgroup.com/en/articles/15262442-reasonable-adjustment-digital-flag-rdaf-access-care-planning-s-plans-for-compliance.md): What the Reasonable Adjustment Digital Flag is, what it means for your organisation, and what we are doing about it. - [Print case file](https://help-accesscareplanning.theaccessgroup.com/en/articles/12019636-print-case-file.md): In this article, we explain how you can print case files. - [Unable to edit a case field](https://help-accesscareplanning.theaccessgroup.com/en/articles/12033586-unable-to-edit-a-case-field.md): In this article, we explain why you are unable to edit a case field and how to resolve this. - [GP Connect User Guide](https://help-accesscareplanning.theaccessgroup.com/en/articles/12137703-gp-connect-user-guide.md): Access live NHS patient GP records directly within Care Planning - [Activate GP Connect for your organisation](https://help-accesscareplanning.theaccessgroup.com/en/articles/12356183-activate-gp-connect-for-your-organisation.md): GP Connect lets your care teams view patient GP records directly in Access Care Planning. Before you can use this feature, you need to complete three NHS requirements and register with us. - [Static and custom sections](https://help-accesscareplanning.theaccessgroup.com/en/articles/12539561-static-and-custom-sections.md): In this article, we explain what each section means within a service user's or an employee's case file. - [Understanding the GP Connect record in Access Care Planning](https://help-accesscareplanning.theaccessgroup.com/en/articles/14086271-understanding-the-gp-connect-record-in-access-care-planning.md): See what data is available in each section of a service user's GP Connect record. ## Smart Notes - [Get started with Smart Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129797-get-started-with-smart-notes.md): In this article, we explain what smart notes are, how to set them up and how to use them. - [Run an AI Readiness Check and optimise your form for Smart Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/15435119-run-an-ai-readiness-check-and-optimise-your-form-for-smart-notes.md): Check how well your form is configured for Smart Notes voice transcription and automatically optimise it in just a few clicks - [Smart Notes Form Optimisation Guide](https://help-accesscareplanning.theaccessgroup.com/en/articles/12920548-smart-notes-form-optimisation-guide.md): Getting the most from Smart Notes means giving it the right information. This guide walks you through two ways to improve accuracy: adding instructions \(which care workers see\) and using metadata f... - [Smart Notes Pre-Optimised Form Templates](https://help-accesscareplanning.theaccessgroup.com/en/articles/14089689-smart-notes-pre-optimised-form-templates.md): Get started with Smart Notes faster. These four form templates have instructions and metadata already configured on every field. Download, import, and start recording straight away. - [Smart Notes Troubleshooting](https://help-accesscareplanning.theaccessgroup.com/en/articles/12130051-smart-notes-troubleshooting.md): In this article, we explain some troubleshooting steps for smart notes. - [Smart Notes FAQ](https://help-accesscareplanning.theaccessgroup.com/en/articles/12147205-smart-notes-faq.md): In this article, we answer some of the most asked questions by people like you. - [Smart Notes Metadata Field](https://help-accesscareplanning.theaccessgroup.com/en/articles/13450591-smart-notes-metadata-field.md): Metadata fields let Tenant Administrators add hidden AI guidance to individual form fields. This improves how Smart Notes maps spoken responses to the right place in a form. - [Smart Notes Service Role Permissions](https://help-accesscareplanning.theaccessgroup.com/en/articles/13450804-smart-notes-service-role-permissions.md): The Smart Notes service role permissions feature provides granular control over Smart Notes functionality at the role level - [Smart Notes - A guide for healthcare assistants](https://help-accesscareplanning.theaccessgroup.com/en/articles/14809448-smart-notes-a-guide-for-healthcare-assistants.md): This guide helps you introduce Smart Notes to clients during a visit and handle any questions or concerns they raise. - [Get the best audio quality with Smart Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/15504795-get-the-best-audio-quality-with-smart-notes.md): This article explains how to set up your recording environment so Smart Notes produces the most accurate form drafts. ## Resources - [Cookie Policy](https://help-accesscareplanning.theaccessgroup.com/en/articles/14044790-cookie-policy.md): Learn how Access Care Planning uses cookies to keep the platform secure and running smoothly. - [Cookies user guide](https://help-accesscareplanning.theaccessgroup.com/en/articles/12355240-cookies-user-guide.md): Understand and manage cookie settings to control your Care Planning experience and privacy preferences. - [Smart Notes Free Trial - Terms & Conditions](https://help-accesscareplanning.theaccessgroup.com/en/articles/13617024-smart-notes-free-trial-terms-conditions.md): Full terms & conditions relating to our Smart Notes trial, 11 Feb to 11 March 2026 ## Webinars & Events - [12th March 2026 - Introducing GP Connect for Access Care Planning](https://help-accesscareplanning.theaccessgroup.com/en/articles/14046364-12th-march-2026-introducing-gp-connect-for-access-care-planning.md): Live webinar with product demo and live Q&A ## Compliance and Inspection Readiness - [Preparing for a CQC inspection using Access Care Planning](https://help-accesscareplanning.theaccessgroup.com/en/articles/14321275-preparing-for-a-cqc-inspection-using-access-care-planning.md): This article is for Registered Managers and branch administrators. It shows you which parts of Access Care Planning provide evidence against each of the five CQC key questions, and how to pull that... ## Release notes - [Recently Released & Upcoming Features](https://help-accesscareplanning.theaccessgroup.com/en/articles/13726336-recently-released-upcoming-features.md): Within this article you'll find a general list of recently released features on Care Planning Mobile and Server, plus upcoming features. - [Android 7.12.0 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/15562378-android-7-12-0-release-notes.md): Smart Notes safeguards, AI-Generated Visit Summary enhancements, and bug fixes. - [Android 7.8.1 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/13727814-android-7-8-1-release-notes.md) - [Android 7.8.0 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/13411395-android-7-8-0-release-notes.md) - [Android 7.5.3 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129963-android-7-5-3-release-notes.md): Improvements to sync performance. - [Android 7.7.5 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12973879-android-7-7-5-release-notes.md): Smart Notes recording enhancements - [Android 7.7.4 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12753159-android-7-7-4-release-notes.md): Smart Notes recording enhancements - [Android 7.7.3 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12275247-android-7-7-3-release-notes.md): Smart Notes recording enhancements - [Android 7.7.1 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12136729-android-7-7-1-release-notes.md): Enhanced Smart Notes functionality and improved system stability - [Android 7.7.0 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129844-android-7-7-0-release-notes.md): Introducing our new AI-driven feature. - [Android 7.6.2 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129867-android-7-6-2-release-notes.md): Reintroducing 7.6.0 features with important bug fixes. - [Android 7.6.0 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129893-android-7-6-0-release-notes.md): New Body Maps feature and extended Access Identity Authentication. - [Android 7.5.7 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129909-android-7-5-7-release-notes.md): Resolved issues with visit completion, missing activities and more. - [Android 7.5.6 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129926-android-7-5-6-release-notes.md): Updates to non-actionable warning signs. - [Android 7.5.5 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129947-android-7-5-5-release-notes.md): Update to address unresponsive devices. - [Android 7.9.0 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/13904588-android-7-9-0-release-notes.md) - [Android 7.10.0 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/14405840-android-7-10-0-release-notes.md) - [Android 7.11.0 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/15178215-android-7-11-0-release-notes.md) - [Android 7.13.0 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/16539644-android-7-13-0-release-notes.md): Smart Notes improvements and sync reliability fixes for the Access Care Planning mobile app on Android. - [iOS 7.7.5 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12973877-ios-7-7-5-release-notes.md): Smart Notes recording enhancements - [iOS 7.12.0 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/15562380-ios-7-12-0-release-notes.md): Smart Notes safeguards, AI-Generated Visit Summary enhancements, and bug fixes. - [iOS 7.7.4 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12753142-ios-7-7-4-release-notes.md): Smart Notes recording enhancements - [iOS 7.7.3 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12275218-ios-7-7-3-release-notes.md): Smart Notes recording enhancements - [iOS 7.7.2 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12137597-ios-7-7-2-release-notes.md): Form rules fixes and Smart Notes recording improvements - [iOS 7.7.1 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129751-ios-7-7-1-release-notes.md): Updates to system stability and user experience. - [iOS 7.7.0 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129758-ios-7-7-0-release-notes.md): New AI-driven feature and extended Data Health Check. - [iOS 7.6.0 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129783-ios-7-6-0-release-notes.md): New body maps feature and extended Access Identity Authentication. - [iOS 7.5.1 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129805-ios-7-5-1-release-notes.md): Improved functionality for offline users. - [iOS 7.5.0 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129814-ios-7-5-0-release-notes.md): Improvements to sync performance. - [iOS 7.8.0 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/13410693-ios-7-8-0-release-notes.md) - [iOS 7.9.0 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/13904411-ios-7-9-0-release-notes.md) - [iOS 7.10.0 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/14407208-ios-7-10-0-release-notes.md) - [iOS 7.11.0 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/15179862-ios-7-11-0-release-notes.md) - [iOS 7.12.1 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/16069048-ios-7-12-1-release-notes.md): Hotfix release that addresses an app crash issue affecting forms with a photo field in their display columns. - [iOS 7.13.0 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/16540688-ios-7-13-0-release-notes.md): Smart Notes refinements for the Access Care Planning mobile app on iOS. - [Server 8.2.6.3 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/13051680-server-8-2-6-3-release-notes.md): Critical update resolving Body Maps report generation issue - [Server v8.2.8.1 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/14004176-server-v8-2-8-1-release-notes.md): GP Connect access control improvements and system stability fix. - [Server v8.2.8.2 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/14135529-server-v8-2-8-2-release-notes.md): Hotfix release addressing a critical data privacy issue in Evo Copilot and a group management defect for Branch Administrators. - [Server v8.2.8.3 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/14322107-server-v8-2-8-3-release-notes.md): In-product feature feedback prompts for Forms Submission and Live View, alongside bug fixes. - [Server v8.2.9 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/15011484-server-v8-2-9-release-notes.md): Major new features: Form Submission Archiving, Rich Text Formatting, Visit Duration Variance Tracking, Streamlined GP Connect Activation, and Branch Administration Enhancements - [Server v8.2.9.1 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/15272891-server-v8-2-9-1-release-notes.md): Hotfix release addressing a Service Case search issue introduced in version 8.2.9. - [Server v8.2.9.2 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/15420896-server-v8-2-9-2-release-notes.md): Hotfix release addressing form submissions and activity generation from care plans, with the addition of the Smart Notes AI Form Optimiser for Smart Notes users. - [Server v8.2.9.3 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/15443793-server-v8-2-9-3-release-notes.md): Hotfix release including an activity listing performance improvement and a fix for form configuration. - [Server v8.2.9.4 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/15842254-server-v8-2-9-4-release-notes.md): Hotfix release resolving an encoding issue affecting group names and case file access. - [Server v8.2.10 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/16729890-server-v8-2-10-release-notes.md): Major new features: Smart Notes Usage Report, Geofencing Administration & Rules Engine, and AI Visit Note Summary – Visit Notes Retrieval API - [Server v8.2.10.1 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/16938474-server-v8-2-10-1-release-notes.md): Hotfix release resolving a mobile synchronisation performance issue. - [Server 8.2.6.2 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12991223-server-8-2-6-2-release-notes.md): Performance optimizations for customer data retrieval to improve system stability - [Server 8.2.6.1 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12959789-server-8-2-6-1-release-notes.md): Critical update resolving Group permissions issues - [Server 8.2.6 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12682939-server-8-2-6-release-notes.md): Major new features: Multi-Branch Access for Branch Administrators and Smart Notes Transcript Audit Trail - [Server 8.2.5 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12149426-server-8-2-5-release-notes.md): Major new features: Evo Multi-Subscription Support and GP Connect Integration - [Server 8.2.5.1 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12380372-server-8-2-5-1-release-notes.md): Major new features: Cookie Consent Modal and Form Component Improvements - [Server 8.2.5.2 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12496435-server-8-2-5-2-release-notes.md): Critical update resolving Form Submission issues - [Server 8.2.4 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129654-server-8-2-4-release-notes.md): Smart notes form-level toggle and improved user experience. - [Server 8.2.3 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129674-server-8-2-3-release-notes.md): New body maps for forms. - [Server 8.2.2 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129696-server-8-2-2-release-notes.md): Improvements and fixes including Live View Alerts, Form export formatting and more. - [Server 8.2.1 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129704-server-8-2-1-release-notes.md): Improvements and bug fixes. - [Server 8.2.0 release notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/12129720-server-8-2-0-release-notes.md): New ODS code feature, duplicate form improvements and more. - [Server 8.2.7 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/13176478-server-8-2-7-release-notes.md): Major new features: Access Evo Copilot and Access Evo Feed Integration - [Server 8.2.8 Release Notes](https://help-accesscareplanning.theaccessgroup.com/en/articles/13830896-server-8-2-8-release-notes.md): Stability improvements, bug fixes, and performance enhancements. - [Connect multiple People Planner environments to one ACP tenant](https://help-accesscareplanning.theaccessgroup.com/en/articles/14723235-connect-multiple-people-planner-environments-to-one-acp-tenant.md): How to connect more than one Access People Planner environment to a single Access Care Planning tenant, including what changes for your staff, how data is handled, and how to get set up. - [Preparation update for MINT v2.0](https://help-accesscareplanning.theaccessgroup.com/en/articles/12856778-preparation-update-for-mint-v2-0.md): Enhancements to Integration Performance and Reliability