Clients group can be used to determine the specific clients doing the same task. Each client can use their fund which can be found in client's Funding ( see Setting up the Client Funding to setup client funding)
Click clients then click groups to go to Clients Group
Creating a New Group
To create / setup a new group, click on the + New button
Type the name of the group and click save
After saving the group, you can now add clients that will be included in this group. To add a client, click on the add icon on the right side of the client's section
Fill up the information and once done, click save then click close (the button next to save) to go back.
| Info | ||
|---|---|---|
| ||
You can type the name of the client under client field and group fund to bring up the name of the client and the funds of the client respectively |
Repeat the steps until all the client are included in the group
| Section | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||
|
...
Adding Group Service
Before you can add the clients within the group, it is important that you need to link the group service to the client's funding first. If you don't link the service type to the funding, you cannot select the client in group service schedule.
There are several ways on how to access the client’s funding. You could see on the right side the different ways on how to access the client’s funding.
| Section where you could access the Client’s Funding | Brevity Guide in creating the client’s funding |
|---|---|
| Client Funding Page | Clients Funding |
| Client’s Profile | Client Funding information |
| Client’s Quick Link | Client's Funding |
| Schedule Board | Clicking on the $ sign under the client’s name will open the client’s funding page and follow the guides above on how to create the client’s funding. |
As an example for this guide, we will be using the client's funding section from the client's profile. Click on Clients and click clients to go to the clients' list to open the list of clients.
You can use the search box to search for the client by typing the client's name. Then click on the client's name and click edit to edit the client's information. Alternatively, you can double-click the client's name to edit their information.
...
Adding the service type to the Funding
Locate the client funding section and double-click on the client's fund where you want to add the group service.
Since we are just adding a service to the client's fund, there is no need to unpublish the funding. Under the services section, click on the add button to add the service
Fill out all the information of the group service. After putting all the information, click the save button to save the service
...
Creating a New Client Group
To create a new client group, go to the Clients from the Main Menu and then click on Groups from the sub menu.
Click on the + new Button to create a new client group.
Set the name for the Group. You need also to specify the branch of the group if you have different branches in your Brevity. Click on the save button to create the group service schedule.
...
Creating a Group Service Schedule
There are two ways to create a new Group Service Schedule. The first way is by clicking on the New service from the main menu and the second way is by clicking on the plus sign from the schedule board.
...
Creating a Group Service schedule from New Service
The first way to create a group service schedule is by clicking on the New Service Icon on the menu.
It will open the new service schedule record page. Fill out all the information for the group service.
Take note of the type. The type should be set to group and not individual. Click save once you are done entering the service schedule details.
...
Accessing the Group Tab
There is a section from the schedule board that shows the group service schedules. You could click on the second button from the search box to access the group service schedules.
...
Creating a group service schedule from the Schedule Board
You can create a group service schedule from the schedule board by clicking on the + sign of the Group Service schedule.
It will open a pop up. Fill in the details for the group service schedule.
Once you filled in the details, Click on the Add Shift Button to create a group service schedule.
| Info |
|---|
If the service type is not listed from the service dropdown, |
...
Adding Clients to the service Schedule
To add a client from the schedule board, click on the group service schedule and then click on select clients button.
A pop up window will open. This pop up will show all the clients that has the service type linked to their client's funding. If you cannot see the client's name, it means that you need to link the service type to the client's funding. See Adding Service type to Funding guide on how to add a service type to the client's funding.
Select the name of the participants for the group service schedule and then click on Add selected clients button.
...
Selecting the Employee
Under the roster section, you can add employees that will work in the group service schedule by clicking add button under the employees section. You could use this section if you want to add two or more employee to the group service schedule.
You can use the different search option in the search field to show the employee(s) that will match with the requirements. Click the employee's name you want to add and then click select.
Click save to create save the group service schedule.
...
Assigning more than 1 Employee to Group Schedule
If the group schedule requires 2 or more employee for the group schedule, you can either create or edit the service type.
Click on this link (see Service types) for the step by step procedure on how to create or edit a service type.
...
Editing the Group
You can click on the checkbox and click edit to edit the group. You can also use a shortcut by double-clicking the name of the group you want to edit.
Fill up the necessary changes in the group and click save to save the changes made.
On this page, you can also delete clients so they will not be included in the group. To do this, can click on the delete icon on the far right side of the client name
...
Deleting a Group
To delete a group, click on the checkbox and click on the delete button that can be found on the upper right corner
A pop up will display. Click on Ok to delete the group and click cancel if you click delete by mistake.
| Info |
|---|
...
| title | Warning |
|---|
If you delete the group, all the clients associated with that group will also be removed from the group. |
...
Removing a client from the Service Schedule
There are two ways in removing the client from the group service schedule. The first way is by opening the group service schedule and then clicking on the delete button from the client's line.
| Info |
|---|
If you cannot see the delete button, you need to zoom out the browser's view. You can hold the CTRL key from the keyboard and use your scroll key from your mouse to zoom in and out the view. |
The second way to remove the client from the Group service schedule is by clicking on the service schedule and then clicking on the select clients button.
It will open a pop up window, you can select the client(s) that you want to remove from the group service. Click on the remove selected clients button to remove the client from the group service schedule.
| Info |
|---|
If the client is not on the list from the image above, it means that the service type is not linked to the client's funding. You need to link the service type to the client's funding so you can see them from the list. |