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This page outlines the purpose of and the elements that comprise the Location Report

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titleClick to expand and preview the objects and fields that comprise the Location Report:

The following is an outline of the fields that comprise the Location Report page.

  1. Employees: This panel provides a count of active employees associated with the branch. The interface will list the employees placement on the location interface. The presence of the ALERT icon within the employees panel, flags the presence of invalid addresses associated with one or more employee records. Double click the icon to review and correct the invalid address details.

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  2. Clients: This panel provides a count of active clients both associated with the branch and the selected funding source(s) and service type(s). The interface will list the clients placement on the location interface. The presence of the ALERT icon within the client panel, flags the presence of invalid addresses associated with one or more client records. Double click the icon to review and correct the invalid address details.

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  3. Branch: This is a drop down field that lists the branch records maintained against the organisation structure within Brevity. The selected branch value will influence the location map displayed, the records referenced on the location map and record counts listed within the respective employee and client panels.

  4. Funding Source: This is a drop down field that lists the funding sources. The selected funding source value will influence both the client records referenced on the location map and the record count within the client panel.

  5. Service types: This is a drop down field that lists the service types categories associated with the NDIS service types associated to the client services. The selected service type will influence both the client records referenced on the location map and the record count within the client panel.

  6. Zoom In and Out: These controls allow you to zoom into or zoom out from the location map.

  7. Record details: This panel list details of the either the selected employee or client. Information listed includes an image (if available), name and address.