Interests

Introduction

Interest records within Brevity are accessed through the Administration> 12. Interest sub menu. Interest records define those things that the employee likes to undertake or to be involved in. Linking this information against the employee profiles can assist in rostering the appropriate support workers to a client, particularly in regards to social support activities.

Creating an Interest Record

To create an interest record, observe the following steps:

1. Select the Administration> 12. Interest sub menu to open the Interest List page.

2. Click on the button to open the New 8. Pay Rate Loading record page to create new loading.

   

3. Within the name field input a description of the interest

4. Click the SAVE button to create the interest record.

5. Click the CLOSE button to exit the page and return to the Interest List page.

Edit an Interest Record

To edit an Interest record observe the following steps:

1. Select the Administration> 12. Interest sub menu to open the Interest List page.

2. Within the search field input the name of the interest record.

   

    

3. Highlight the interest record that is to be edited and either click on the edit button or double-click on the interest record.

4. Update the Name field.

5. Click the SAVE button to update the interest record.

6. Click the CLOSE button to exit the page and return to the Pay Rate Loading List page.

Delete an Interest Record

To delete an interest record observe the following steps:

1. Refer to steps 1-2 under the topic Edit an Interest Record.

2. Highlight the Interest record to be deleted.

   

3. Click the Delete Button in the ribbon bar.

4. Select the OK button to confirm the deletion of the selected record. Record listing will refresh.

   

Activate and Deactivate a Interest record

To edit the activity status of a Interest record observe the following steps:

1. Observe the steps 1-4 as outlined under Edit the Interest record.

2. To deactivate the Interest record select the Deactivate button . Deactivating the record will set it to read-only.

3. To activate the Interest record select the Activate button.

4. Once done, you can exit back to the Interest List.

Linking the Users to Interest record

To link the users to interest record observe the following steps:

1. Select the Employees>employees menu to open employees List page within the browser.

   

2. Search for the Employee record from within the Interest list.

3. Highlight the Employee’s record to be linked.

4. Scroll down the page and navigate to likes & dislikes section.

   

5. Click attachment icon to link interest against the employee record.

   

6. Select the interest to be linked.

   

7. Click Save button to save the employee record.