Page Comparison

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Introduction

Brevity allows you to add the details of public holiday in the Brevity care software. For enterprise version, you can add the public holidays for separate branches. Adding public holiday allows you to track whether shift is scheduled on holiday, whether workers performed holiday working or not.

To access public holiday module, navigate to Administration menu and select ‘7. Public Holiday’ submenu.

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Navigating the Public Holiday Record

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Creating Public Holiday

To create a public holiday record, observe below steps:

1. Select the Administration >'7. Public Holidays' sub-menu to open the Public Holiday List Page.

2. Select the New Button to open a new public holiday record page within the browser.

3. Within the name field input a name that will identify the public holiday when it is being selected for use.

4. 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.

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5. Within the all branches field input whether the public holiday applies to all branches or not.

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6. From the branch dropdown field select the name of branch for which the public holiday gets applied.

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7. Click on Save button to save the public holiday record.

8. Click on Close button to get back on the public holiday listing screen.

Public Holiday Update

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You can update the public holiday list as per the states. Select Update Public Holidays button from the public holiday listing page. Select the state for which you need to update public holidays and Click Update button.

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Editing the Public Holiday Record

To edit a public holiday record, observe below steps:

1. Select the Administration >'7. Public Holidays' sub-menu to open the Public Holiday List Page.

2. Highlight the Public Holiday that is to be updated and either click on the edit button or double-click on the template to open it for editing.

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3. Edit the Information contained within the public holiday record.

4. Select the save button to update the public holiday record with your changes.

5. Select the Close button to exit back to the public holiday list page.

Deleting Public Holiday Record

To delete a Public Holiday record observe the following steps, please note that once a record has been deleted it can not be recovered.

1. Select the Administration >'7. Public Holidays' sub-menu to open the Public Holiday List Page.

2. Highlight the Public Holiday that is to be deleted.

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3. Select the "Delete Button" in the upper right portion of the window.

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4. 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:

1. Observe the steps 1-2 as outlined under Edit the Public holiday record.

2. To deactivate the Public holiday record select the Deactivate button . Deactivating the record will set it to read-only.

3. To activate the Public holiday record select the Activate button.

4. 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.

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To allow creating shifts on public holiday, observe below steps:

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Select Clients> Client funding submenu. You will get navigated to the client funding listing page.

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Highlight the client funding record that needs to be allowed for public holidays, double click on the record to open.

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Click on Unpublish button to unpublish the client funding record and make the changes.

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From the services section, double click on the service record to open client funding code record.

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Set public holiday field as ‘Yes’.

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Save the form and hit Close button to get back to the client funding form.

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Introduction to Public Holiday RecordsNavigating the Public Holiday RecordCreating a Public Holidays RecordEditing and Deleting Public Holiday RecordsUpdate of Public Holiday RecordsScheduling Services on a Public Holiday