This page
...
These are the topics on this page
Introduction
The first screen that you will see when you log into the Brevity web application is the Dashboard. The Brevity dashboard promotes best practice by providing business insights leveraged using real-time transactional snapshots, which enables the analysis of trends and provides timely and validated support in business decisions.
User role Board
Brevity supports the design of dashboards that are based on user roles. Using Brevity dashboard module you can create user role wise dashboards, this explores the way to display role based information on the dashboard.
User role dashboards are established through the Manage Dashboard screen within the system setup menu.
...
Customisation
The Dashboard can be customised and changed to meet the needs of the business. Refer to the System Dashboards page for additional information and full instructions on how to customise the System Dashboard.
Navigating the Dashboard
...
The following a summary of the data panels that comprise the Dashboard
Quotes: Provides you with a snapshot of the leads that have been registered by the organisation but have not yet converted to new business.
Service Schedule Chart: Provides a snapshot of recent shifts with their statuses.
Payroll/Invoicing Tiles: Provides you with a snapshot of (a) shifts with missing timesheets, (b) timesheets that still need to be approved, (c) Service completed that haven't been invoiced, and (d) invoiced service that haven't been marked as paid or cancelled.
Client Funding: Provides you snapshot of plans that are ending, have a low budget, or are coming up for a plan review.
Alerts: Provide a reminder of compliance, certification, license, policy or registration checks that are due in relation to your support worker.
Leave: Displays a list of employee leave requests that are awaiting approval.
Incidents: Displays an overview of all incidents in accordance with their status.
...
outlines the elements that are related with managing Client profiles within the Lite version of the Brevity care application