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Evo Navigator

Evo Navigator brings key information from your Access Care Compliance system directly into Access Evo - so you can see what matters, take action, and stay on top of your tasks without switching between systems.

Written by Product Team

What is Evo Navigator?

Evo Navigator is your personal command centre inside Evo. Everything you need for your working day — shortcuts, tasks, notifications, and AI assistants — is in one place, without switching between products.

Find out more about Evo Navigator here

How to open Navigator

  1. Log in to Evo as normal.

  2. Navigator is the first tab on the left-hand side of the screen — it is always visible.

  3. Click it to open your Navigator home screen.

Quick Actions

What are Quick Actions?
Quick Actions are shortcuts to the tasks you do most often without navigating into the full product. They appear as a row of tiles near the top of your Navigator screen.

How to use a Quick Action

  1. Open Navigator.

  2. Find the Quick Actions tile row near the top of the screen.

  3. Click the tile for the task you want to complete.

  4. The action opens immediately — complete it and you're done. You never leave Navigator.

Tip: Quick Actions also appear in Evo's global search. If you type "create action" or "log complaint" anywhere in Evo, matching Quick Actions surface in the results.

Create records in ACC instantly from the sidebar, without navigating away from your current page. These are the "do it now" tools in Evo Navigator: short, validated forms for the tasks care staff and managers need to log in the moment, rather than switching context to the full ACC module.

The five ACC Quick Actions are:

Name

What it does

Add Risk

Adds a new risk to the risk register from the sidebar, with risk-level guidance consistent with the main ACC risk form.

Create Action

Raises a new action with title, owner, priority and due date, without leaving the current page.

Log Compliment

Records a compliment in seconds with mandatory field validation to ensure correct logging first time.

Log Complaint

Logs a complaint with the full form — nature of complaint, resident linkage, duty of candour — without leaving the current page.

Raise Incident

Logs a new incident from Evo; the record is created in ACC and a link to open the record will appear. Note: this creates the incident record only — full completion (e.g. additional detail fields, investigation, sign-off) still needs to happen in ACC directly.

Quick Panels

What are Quick Panels?
Quick Panels are slide-out information streams such as notifications, Tasks, and Comms. They appear as icons on the left-hand side of your screen and stay available at all times.

How to open a Quick Panel

  1. Open Navigator and look for the Quick Panel icons on the left-hand side of the screen.

  2. Click the icon for the panel you want — for example, Pending Actions or Incident Notifications

  3. The panel slides open over your current screen.

  4. Review your content and take any actions needed.

  5. Click the same icon again to collapse the panel. Your main screen is unchanged.

How to manage which Quick Panels appear

  1. Open Navigator.

  2. Click the settings icon near the Quick Panel icons.

  3. Toggle the panels you want to show on or off.

  4. Your preferences are saved automatically.

The ACC Quick Panels are:

Quick Panels

Name

What it does

Incident Notifications

Recent high severity incidents flagged for attention in one place

Pending Actions

Shows the most recent actions assigned to the user with status tiles (Overdue, Due Today, In Progress, Completed) and a location selector and live refresh.

Quick Sections

What are Quick Sections?
Quick Sections are dedicated areas within Navigator where a single tool is displayed in full giving it more screen space than a side panel.

How to open a Quick Section

  1. Open Navigator.

  2. Scroll below the Actions Required area.

  3. Click a section to open it and interact with it directly.

How to manage your Quick Sections

  1. Open Navigator and scroll to the Quick Sections area.

  2. Click the settings icon in the Quick Sections area to manage your sections.

  3. Browse available sections and add the ones you want. Reorder or remove existing ones as needed.

  4. Your preferences are saved automatically and will be there next time you open Navigator.

Tip: Quick Sections are ideal for tools you use every day like a team dashboard or a data view that benefit from more screen space than a side panel can offer.

The ACC Quick Sections are:

Quick Sections

Name

What it does

Audit Overview

A summary of recent and upcoming audits, status, scores, overdue or action-required items. Clicking "Open" takes you to complete an audit, should you need to do a bit more.

Risk Register Heatmap

A visual, colour-coded heatmap of open risks across a location.

Survey Responses

View response to active surveys directly from the Navigator panel, with submission progress shown.

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