Brevity has a new compliance tracking feature that allows you to set all compliance requirements and checks by an employees position. This guide will explain how to setup and use this feature.
Setting Requirements by Position
The compliance requirements can now be different for staff depending on their position. To configure the requirement by position, navigate to Administration > 13. Employee Positions. You can add or edit the employee positions from here.
To edit the compliance requirements for any position, double-click to open the position record.
From the Employee Position Edit screen, you can select the Required Qualifications, by clicking the link icon above the list and selecting the Qualification, Certification, License or Documentation an employee with this position would require.
Recording Compliance Requirement for an Employee
From within the employee record in Brevity, within the dashboard section on the top of the screen, there is now a compliance section that indicates whether or not an employee meets a required compliance requirement.
There is an icon indicator next to each requirement that indicates whether or not the employee meets the requirement, or if the if the requirement is due for renewal. You can simply click on the icon to view the details or to record an entry.
