This page guides you through the creation and management of branch records
These are the topics on this page:
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Edit the Branch record
The steps involved in editing a Branch record will depend upon whether you are editing the current (active) branch record that is presented when you select the Administration>Branch setup menu or a different one if your brevity system is configured with multiple branch records.
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Delete a Branch record
Branch records MUST not be deleted under any circumstance. Please consult Brevity in the first instance, through the support desk if you have concerns with one or more of your organisations branch record(s). Removal of a branch record will compromise data relationships and will interfere with your ability to log into the Brevity web and mobile applications.
To delete a branch record that is perhaps redundant or has never been assigned to records (employee, client) observe the following steps:
Select the Administration>Branch setup sub-menu to open the active branch record page into the browser.
To search for the Branch record select the close button that is located top left of the page, to close the branch record and open the Branch List page within the browser.
Highlight the Branch record to be deleted.
Select the "Delete Button" in the upper right portion of the window.
Select the OK button to confirm the deletion of the selected record. Record listing will refresh.
Activate and Deactivate a Branch record
Prior to adjusting the activity status of a Branch record, it is recommended that you consult Brevity, through the support desk if you have concerns with one or more of your organisations branch record(s). Deactivating a branch record will compromise data relationships and will interfere with your ability to log into the Brevity web and mobile applications.
Adjusting the activity status of the branch may temporarily compromise data relationships and will interfere with your ability to log into the Brevity web and mobile applications.
To edit the activity status of a branch record that is perhaps redundant observe the following steps:
Select the Administration>Branch setup sub-menu to open the active branch record page into the browser.
To search for the Branch record select the close button that is located top left of the page, to close the branch record and open the Branch List page within the browser.
Search for the branch record from within the Branch list.
Highlight the record and either select the EDIT button or double click on the branch record to open it within the branch form.
To deactivate the Branch record select the Deactivate button.
To activate the Branch record select the Activate button.
Once done, you can select the close button to exit the page.