What is the Action Plan Writer?
The Action Plan Writer brings together your audits, incidents, and actions into a single Access Evo Navigator Widget. Instead of switching between screens to review findings and create follow-up tasks, you can analyse records and generate action plan items in one place.
Who is it for?
The Action Plan Writer is designed for care managers and compliance leads who are responsible for reviewing audit outcomes and incident reports and ensuring appropriate follow-up actions are in place.
What can you do with it?
Dashboard
When you open the Action Plan Writer, you'll see a summary dashboard giving you an at-a-glance view of your compliance position. It shows:
Overdue – actions that have passed their due date
Due This Week – actions coming up in the current week
Open Actions – total number of active actions
AI Actions – actions created by AI this month
Completion Rate – percentage of actions completed this month
Awaiting Analysis – audits and incidents not yet reviewed
Actions by Source – open actions split between audits and incidents
Next 5 Due – a quick view of your next five upcoming actions, including title, priority, source, and due date
Clicking the Awaiting Analysis tile filters your record list to show only unanalysed audits and incidents, so you can prioritise what needs attention.
Ask AI
The Ask AI tab lets you describe a concern or improvement area in plain language and receive a set of AI-suggested action plan items in response.
Type a description of the issue into the input field
Click Suggest Actions
The AI returns a list of prioritised suggested actions, displayed as a chat response
Click View suggestions to open the suggestions in the side panel, where you can review, edit, create, or dismiss each one individually
You can clear the conversation at any time by selecting Clear.
Use the Create Action buttons to either discard the conversation or create an action from it.
Actions
The Actions tab gives you a central view of all action items.
Filter by status, priority, and responsible assignee
Click any action to open its full details in the side panel, including title, status, priority, assignee, due date, and source record
Click Analyse on a selected action to run an AI quality review — the AI will suggest improvements to the wording or detail of the action, which you can Apply or Dismiss
(Previous title and description created manually, often requiring refinement and additional effort to improve clarity and consistency)
(New AI-generated title and description, automatically enhanced to be clearer, more concise, and easier to understand.)
Audits
The Audits tab lets you browse and analyse your audit records to generate action plan items from findings.
Filter by status and category
Click an audit to view its details and findings in the side panel
Click Analyse with AI to generate a prioritised list of suggested actions based on the audit findings — each suggestion includes a title, priority, and rationale
Create individual actions by assigning them, setting a due date, and confirming
Dismiss suggestions you don't need (with the option to undo)
Use Bulk Create or Bulk Dismiss to process multiple suggestions at once
Incidents
The Incidents tab works in the same way as Audits, but for incident records.
Filter by status or severity, sort by date or severity, and toggle to show only unanalysed incidents
Click an incident to view its details in the side panel
Click Analyse with AI to generate prioritised suggested actions based on the incident — each with a title, priority, and rationale
Create, dismiss, or bulk-process suggestions the same way as with audits
