This page guides you through the creation and management of public holiday records.
Introduction
The public holidays records within Brevity are accessed through the Administration>7.Public Holidays sub menu. The public holiday records reflect national, state/territory and regional holidays, which can be assigned to individual branches.
The maintenance of public holiday records allows you to track whether a rostered client service is scheduled to occur on a public holiday, and whether the clients funding allows for services to be scheduled for delivery on a public holiday.
Navigating the Public Holiday page
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The following is an outline of the fields that comprise the public holiday page
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Creating Public Holiday Record
To create a public holiday record, observe the following steps:
Select the Administration >'7. Public Holidays' sub-menu to open the Public Holiday List Page.
Select the
New Button to open a new public holiday record page within the browser.
Within the name field input a name that will identify the public holiday when it is being selected for use.
Within the date field input date on which public holiday occurs. The date can be specified as free text or by using the calendar picker.
The All Branches field is optional data entry. Where the public holiday is specific to an individual branch set the field value as NO, otherwise leave as the default of YES.
A value will be required within this field where the All Branches field has been set as YES, otherwise leave as blank. Within the branch field select from the drop down list the branch that is applicable to the public holiday.
Click the save button to create the record.
Click on Close button to get back on the public holiday listing screen.
Public Holiday Record Update
Regular updates for national and state public holidays are provided within Brevity. To undertake a Public Holiday update observe the following steps:
Select the Administration >'7. Public Holidays' sub-menu to open the Public Holiday List Page.
Select the refresh the listing of public holiday records within Brevity click the Update Public Holidays button, to open the Update public holiday list page.
Within the Select State field, click the drop down and select the corresponding state applicable with the public holidays that are to updated.
Click the UPDATE button to update brevity and close down the Update public holiday list page.
Editing the Public Holiday Record
To edit a public holiday record, observe the following steps:
Select the Administration >'7. Public Holidays' sub-menu to open the Public Holiday List Page.
Highlight the Public Holiday that is to be updated and either click on the edit button or double-click on the public holiday record.
Edit the Information contained within the public holiday record.
Edits would be limited to the (1) record branch and (2) the name and date of the public holiday record.Click the save button to update the record.
Click on Close button to get back on the public holiday listing screen.
Deleting Public Holiday Record
Although not recommended, and you are referred to the notes on record deactivation. To delete a Public Holiday record observe the following steps:
Select the Administration >'7. Public Holidays' sub-menu to open the Public Holiday List Page.
Highlight the Public Holiday that is to be deleted.
Select the "Delete Button" in the upper right portion of the window.
Select the OK button from the Delete Record pop-up screen, to remove the selected record. Record listing will refresh.
Adjusting the activity status of a Public Holiday record
To edit the activity status of a Public holiday record observe the following steps:
Observe the steps 1-2 as outlined under Editing the Public holiday record.
To deactivate the Public holiday record select the Deactivate button . Deactivating the record will set it to read-only.
To activate the Public holiday record select the Activate button.
Once done, you can exit back to the Public holiday List.
Scheduling Shift on Public Holiday
You cannot schedule a shift on date that is marked as public holiday, but there is one exception. If the Public holiday field on client funding code record is set to ‘Yes’ then it is possible to schedule a shift on public holiday. On schedule-board day with public holiday gets highlighted with red color.
To allow creating shifts on public holiday, observe below steps:
Select Clients> Client funding submenu. You will get navigated to the client funding listing page.
Highlight the client funding record that needs to be allowed for public holidays, double click on the record to open.
Click on Unpublish button to unpublish the client funding record and make the changes.
From the services section, double click on the service record to open client funding code record.
Set public holiday field as ‘Yes’.
Save the form and hit Close button to get back to the client funding form.
Brevity does not prevent client services from being posted onto the schedule board for periods that cover public holidays, however for a service to be scheduled and a staff member rostered, the service applicable under the client funding record that is being scheduled must have the public holiday rate flag set to YES.
The image presented below reflects the schedule board listing periods of public holidays associated with Christmas and client services that are both scheduled and unscheduled as determined by the Public Holiday rate setting on the funding record service line.
To allow for the scheduling and rostering of client services on public holiday, For additional information on managing your Allowed Rates values refer to the following topic Client Funding record.