This page provides an overview of the Employee Service Calendar.
These are related topics of the page
Introduction
Navigating the Service Calendar Page
Listing Client Services
Reviewing a Service Schedule
Printing the Service Calendar
Introduction
The Service calendar, accessed through the Employees>Service Calendar sub-menu is a page within the Brevity web application that displays the clients scheduled services based upon the specification of both a time period as well as optionally the support worker. The scheduled information listed into the page can be be both inquired upon through the service schedule page and output to a printer.
Navigating the Client Service Calendar page
Listing a Clients Services
To present a listing of the clients services observe the following steps:
Select the Clients>Service Calendar sub menu to open the Service Calendar page.
Within the Client field either input in free text the client name or make your selection from the drop down list.
Within the Employee field either input in free text the name of the support worker or make your selection from the drop down list.
Within the schedule status field select the applicable schedule status from the drop down list. Selecting “Select All” will list all schedules, whereas selecting a status will only present those schedules identified with the selected status
Within the From field specify the commencement date of the service period that you are reporting on, the date can be input in free text or set through the calendar picker.
Within the To field specify the cessation date of the service period that you are reporting on, the date can be input in free text or set through the calendar picker. Once the date is set the service calendar will be updated with the services that match the criteria that you have specified.
Reviewing a Service Schedule
To review the particulars of a clients service schedule you merely need to highlight and double click on the service entry listed within the calendar to open the service schedule record into a new tab within the browser.
Printing the Service Calendar
To print a copy of the service(s) listed within the calendar select the icon to open the print page.
The parameters available through this page enable you to:
Select the print destination.
Set the number of copies of the service calendar that are to be output.
Page orientation, selection and colour
Paper size, number of pages per sheet, double side printing and setting the margin.