Brevity System Dashboard

This page provides you with an overview of the Brevity web application system dashboard.

These are the topics on this page

Introduction

The first screen that you will see when you log into the Brevity web application is the Dashboard. The Brevity dashboard promotes best practice by providing business insights leveraged using real-time transactional snapshots, which enables the analysis of trends and provides timely and validated support in business decisions.

User role Board

Brevity supports the design of dashboards that are based on user roles. Using the Brevity dashboard module you can create user role wise dashboards, this explores the way to display role based information on the dashboard.

User role dashboards are established through the Manage Dashboard screen within the system setup menu.

Customisation

The Dashboard can be customised and changed to meet the needs of the business. Refer to the System Dashboards page for additional information and full instructions on how to customise the System Dashboard.

Navigating the Dashboard

The following a summary of the data panels that comprise the Dashboard

Quotes: Provides you with a snapshot of the leads that have been registered by the organisation but have not yet converted to new business.
Service Schedule Chart: Provides a snapshot of recent shifts with their statuses.
Payroll/Invoicing Tiles: Provides you with a snapshot of (a) shifts with missing time sheets which generally reflected as scheduled service, (b) time sheets that still need to be approved, (c) Service completed that haven't been invoiced, and (d) invoiced service that haven't been marked as paid or cancelled, this reflects the aged debtors element of the invoice process.
Client Funding: Provides you with a snapshot of the funding agreements that are ending, have a low budget, or are coming up for a plan review.
Alerts: Provides either a reminder of compliance or training checks that are due either in relation to your support worker or details related with the client’s service.
Leave: Displays a list of employee leave requests that are awaiting approval.
Incidents: Displays an overview of all incidents in accordance with their status.

Note: Above mention information is related to Brevity default/ standard dashboard. It can be different for specific user. For more information related to other customised dashboards contact the Administrator user of your organisation.