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This page provides information that will help you to navigate the Brevity system, to interpret and understand the screens and form elements and to manage records within brevity.
The system menu enables navigation to the various modules and functions in Brevity. The Quote, Schedule Board and System Setup menus are parent menus, whereas the Client, Employee, Administration and Care Management menus contain child menu items, which are shown when hovering the mouse cursor over the parent menu.
The system menu bar also has a section located to the right that shows alerts applicable to the logged in user as well as the name of the logged in user. A drop menu provides access to the system settings module, the Online Help , the option for a password change, authorising support desk access and link to logout of the system.
Record List Screens
Each system feature whether standard (such as clients, employees, and service schedules) or customised to an organisation’s specific requirements is supported by a record listing. These record lists display records according to views either default within the product (Active, All, or Inactive) or custom. Each view can be configured to include the information columns necessary for effectively interpreting and managing records.
New UI Look an Feel
Standard UI Look an Feel
The Record list screen is comprised of the following features
Page Title: This reflects the page/module title.
Record views: These list different default and custom record views. The view will vary due to the fields that are available in the module. Positioning your cursor of this field will display a popup screen that lists the different views that can be selected.
Breadcrumb navigation: Secondary navigation that indicates your location either within application or on a module form.
Page Toolbar: Contains action buttons that include for example add/edit/delete records. Depending upon the form there may be presented bulk record actions. The record action buttons available to the user will depend upon the module or form that you are interacting with. The primary buttons that you will observe include the following:
+ New: This button will add a new record from the module form into the database.
Edit: Selecting a record from the record list screen and then clicking on this button will allow for the selected record to be edited. to edit the record. Changes made through the module form will be saved to the database.
Duplicate Merge: This button is used to merge similar records into a single record. You will be prompted to select the parent record. The duplicate records will be automatically set to inactive.
Delete: This button is used to delete a selected record.
Import: This button is used to import data into the database from an excel/csv file.
Records filter: This field is used to list records by specifying a particular data attribute (eg. Name, Job Type, Email).
Paging size: This field is used to specify the number of records that will displayed within the grid without paging.
Select all: Ticking this box will select all the records in the grid. This can be used in conjunction with a a bulk action like bulk delete, bulk confirm, etc.
Records: Double clicking a record, opens the record into the corresponding form in edit mode.
Paging information: Displays total number of records.
Paging: If the number of records does not fit in the current grid, page numbering will displayed, Clicking the next page number, loads up records into that page.
This screen allows for the creation of new records as well as the editing of existing records.
Standard UI Look an Feel
New UI Look an Feel
The Record screen is comprised of the following features
Record Name: Display the name of the current record. Depending upon the record you have the option of uploading an image against the record, that may for example be a photo of the client or employee.
Breadcrumb navigation: Applicable to the older styled UI, this is a secondary navigation that indicates your location within the screen.
Page Toolbar: Contains action buttons that include for example add/edit/delete records. Depending upon the form there may be present bulk record actions. The record action buttons available to the user will depend upon the module or form that you are interacting with. The primary buttons that you will observe include the following:
Save: This button is used to the save the changes that where made to the record.
Close: This button is used to the close the record presented within the screen and return you to the Record Listing screen
Delete: This button is used to delete the record presented within the screen.
+ New: This button will add a new record from the module form into the database.
Manage Login: This button will allow you to manage the login details for both client and staff member associated with the record presented within the screen.
Deactivate: This button will deactivate the record presented within the screen.
Print: This button will allow you to print and save the current record to pdf format.
Audit: This button lists the audit history for the record. If there are changes made to the record then they will be reflected in audit history form.
Communication: This button will open the communication panel. The communication options include sending either an email or SMS message, or registering the occurrence of a Phone-call, Task or Meeting.
Notes: This button will allow for notes to be added that are related to the record presented within the screen.
Documents: This button will open the documentation panel which will allows you to upload files related to the record presented within the screen. Generally document uploads occur in relation employee, client, service, incident, organisation and plan management records.
Side Panel links
Communication: This location is applicable with the new UI, clicking this link will open the communication panel. The communication options include sending either an email or SMS message, or registering the occurrence of a Phone-call, Task or Meeting.
Notes: This location is applicable with the new UI, clicking this link will open the notes panel.
Documents: This location is applicable with the new UI, clicking this link will open the documentation panel which will allows you to upload files related to the record presented within the screen.
Form Quick Links: allows to access different sections of the form.
Form Tabs: These tabs are used to group the information that is registered into the record being viewed.
Summary: Provides summary data related with the record being viewed.
Linked Related List: Allows you to link multiple records to the record presented within the screen. To link one or more records, click the blue link icon above the record list, enter the particulars of the record, select the record from the list to link to it
Related List: Allows you to view and add related records. A related record is one that requires you to complete additional information via a secondary form when adding items into the list
Drop-down List: This field type allows you to select a value from a drop-down list.
Textbox: This field type accepts free text input of characters on a single line.
Date field: This field allows you to specify the date free text input or by using the calendar picker
Lookup field: This field allows you to display a single linked record, an example of this may be NDIS price list or a branch record.
Text area: This field type accepts free text input of characters on multiple lines.
Using the Lookup control
The lookup control is a field that lets you link to other records within Brevity. When you click into the field, a drop-down list of available values will appear, allowing you to select the appropriate option. You can find records in two ways:
Type to filter: Enter text in the field to narrow down the list. The filter will match any part of the text you type with the available values.
Use the search icons: Click either the main search icon (to the left of the input box) or the search icon within the drop-down to open the advanced search box.
In addition to the search options, the drop-down list also includes:
a plus icon to add a new value,
an open record link to view and edit the selected record in a new window, and
a refresh icon to update the list after adding or modifying records.
Side Panel links
With the introduction of the new User Interface, the way you access system features and data tabs has changed. The breadcrumb trail has been replaced with a Details section, which lists the primary tabs both default and custom configured within the record form. Features that were previously available through the button bar or the left vertical menu can now be found under the Related Info section.
Opening a record into a New Browser tab
To open a record in a new browser tab, right-click the record in the listing to display the floating menu, then select Open in New Window. The record will open in a new tab.
