Evo Workflow is a suite of automated, scheduled intelligence workflows integrated with Access Care Compliance (ACC). Instead of logging into ACC to check dashboards manually, the right information is delivered directly to your inbox automatically.
5 workflow templates are available for Access Care Compliance. Each template is pre-built for a common care scenario. You configure the settings to match your organisation, activate it, and it runs automatically.
Find out more about Evo Workflow Automation here.
Overdue Audit Escalation
Automatically notifies the Registered Manager when an audit becomes overdue and chases the assigned owner so there's no need to track this manually.
What does it do?
When an audit becomes overdue, the assigned staff member is automatically notified with a daily chase notification. If the audit remains incomplete after 48 hours, a secondary escalation is sent to the Registered Manager. The escalation notification includes a direct link to the overdue audit in ACC.
Who is it for?
Assigned Staff / Auditors (primary chase) · Registered Managers (escalation)
What value does it deliver?
Eliminates the need for managers to manually monitor the audit planner for overdue items.
Ensures critical audits are not missed due to workload or oversight.
Creates a clear escalation chain — staff are chased first, managers are looped in only if action is not taken.
Key details
Detail | Value |
Trigger | Audit becomes overdue |
First notification | Daily chase to the assigned staff member |
Escalation | Sent to Registered Manager after 48 hours if still incomplete |
Direct link | Yes — link to the audit included in the notification |
Schedule | Daily check |
Cross-Home Non-Compliance Pattern Detection
Alerts the Compliance Manager or Area Manager when the same non-compliance theme shows up across two or more homes in the same month, so a pattern can be acted on before it becomes a concern.
What does it do?
On the 1st of each month, the system scans across all homes within an area manager's scope. If the same non-compliance theme appears in 2 or more homes in the same month, an alert is automatically sent to the Compliance Manager and Area Manager. A remedial group action is also auto-created and assigned to the Area Manager. The workflow de-duplicates and will not re-raise an action for a pattern that was already actioned in a previous run.
Who is it for?
Compliance Managers and Area Managers
What value does it deliver?
Surfaces systemic compliance risks that would otherwise only be visible by manually cross-referencing multiple home dashboards.
Enables organisation-level intervention rather than home-by-home firefighting.
Auto-creates a remedial action so the response is tracked and accountable from the moment the pattern is detected.
Key details
Detail | Value |
Schedule | 1st of each month |
Trigger | Automated |
Detection scope | 2+ homes with the same non-compliance theme |
Auto-action | Remedial group action created, assigned to Area Manager |
De-duplication | Will not re-raise if an open remedial action already exists |
Coverage | Scoped to the area manager identity the workflow authenticates as |
Weekly Compliance Summary Report
Sends the Registered Manager an automated weekly email covering audit completion, incidents, open actions, complaints, and compliments.
What does it do?
Every Friday morning at 7:00am, a compliance summary email is automatically sent to the Registered Manager. It covers the home's weekly compliance posture across five areas: audits, incidents, actions, complaints, and compliments — each rated with a GREEN / AMBER / RED health status. If any data source is unavailable, that section shows "No data available this week" and defaults to AMBER rather than failing silently.
What value does it deliver?
Gives a confident, at-a-glance end-of-week compliance overview without requiring a login to ACC.
Replaces the need to manually compile dashboard data before or after a busy week.
Surfaces up to 5 prioritised recommended actions, ordered by urgency, with the responsible person identified.
Creates a consistent weekly compliance rhythm across the home.
Key details
Detail | Value |
Schedule | Every Friday at 7:00am |
Trigger | Automated (cron: |
Covers | Audits · Incidents · Actions · Complaints · Compliments |
Health rating | GREEN / AMBER / RED per section |
Fallback | Sends even if a data source is unavailable |
Recommended actions | Up to 5, ordered by urgency |
Overdue Action Daily Digest
Sends care staff a personalised daily message listing their overdue and due-today actions, so nothing gets missed because of an unread inbox including the action name, priority, and due date — without needing to log into ACC.
Actions that are not taken are escalated to managers.
Who is it for?
Care Staff (primary digest) · Home Managers (escalation copy for stale actions)
What value does it deliver?
Ensures care staff know exactly what needs attention before or during their shift without logging into ACC.
Reduces the risk of missed obligations
Automatically escalates stale actions to managers
Staff with no due or overdue actions receive no email
Key details
Detail | Value |
Schedule | Daily at 7:00am (triggered by Evo workflow) |
Personalised | Yes — ACC groups by assignee mailbox; each recipient sees only their actions |
Stale escalation | Appears in staff digest + separate copy to each home manager |
Staff with no actions | Excluded from recipient groups — no email sent |
Staff Survey Completion Chaser
Automatically reminds staff to complete active surveys, without the manager having to follow up individually.
What does it do?
When a survey is approaching its closing date, automated reminder emails are sent to staff who have not yet completed it. Reminders are sent at 3 days before and 1 day before the survey closes. Each reminder includes a personalised direct link to the survey so the recipient can complete it in one click.
Who is it for?
Care Staff (reminder recipients) · Registered Managers (indirect beneficiary — improved response rates)
What value does it deliver?
Improves survey completion rates without requiring managers to manually identify and chase non-respondents.
Ensures survey data is more representative and complete.
Key details
Detail | Value |
Trigger | Survey approaching close date |
Reminders sent | 3 days before close · 1 day before close |
Personalised link | Yes — direct link to the individual's survey |
Scope cap | Up to 500 published distributions · 1,000 respondents per distribution |
Recipients | Non-respondents only |