Managing the Support Coordination Budget

Owned by Stewart Neale
Last updated: Jun 28, 2021
3 min read

This page guides you through the creation of new and the management of existing Support Coordination budget records.

Introduction

Budget records are a component of the Support Coordination record profile which are identified to care domain categories. Once a budget for a particular category has been established you can proceed to raising quotations for supports and services that will assist the participant in reaching their goals.

 

Navigating the Budget grid

 

 

The following is an outline of the objects and columns that comprise the budget data grid

  1. New record: This button is used to create a new budget against specific support coordination record.

  2. Category: This column lists the budget category.

  3. Budget: This column lists the budget for the selected category.

  4. Allocated: This column lists the amount allocated for the selected category.

  5. Balance: This column lists the budget remaining.

  6. Action: This column is used to edit the budget record. Selecting the edit link will open the update budget page.

  7. Show record listing: This setting is used to determine the number of records listed within the Budget data grid.

  8. Scroll: This setting allows for navigating across multiple pages.

 

Navigating the Budget page

The following is an outline of the buttons and fields that comprise the Budget page:

  1. Category: This is a drop down field that lists the budget category.

  2. Budget: This field is used to register a budget for the selected category.

  3. Allocated: This is a system field that is updated automatically as per the budget utilisation. It displays the utilised budget.

  4. Balance: This is a system field that is updated automatically as per the budget utilisation. It displays the remaining budget.

  5. Command buttons: Save button is used to Save the changes/ new budget details. Close is used to close the new/ update budget dialogue box.

 

Create a new budget record

To create a budget record observe the following steps:

  1. Access the Brevity Self Service portal using your allocated login credentials.

  2. Click the Support Coordination Menu.

  3. Depending on the number of support coordination records registered slide the screen till you come to the record that you wish to review.

  4. Click on Edit button to open the record into the the Update Support Coordination page.

     

  5. Select the New Button located above the Budgets data grid to open the New Budget page.

     

  6. Within the Category field, select from the drop down list the required category that will be identified with the record.

     

  7. Within the budget field input the value of the budget that will be identified with the category.

  8. Select the SAVE button to create the budget record, close down the page and update the budget data grid with the created record

 

Edit a Budget record

To edit a budget record observe the following steps:

  1. Refer to steps 1-4 as outlined above.

  2. Select the edit link within the action column for the budget record that is to be updated.

  3. Within the budget field input a revised budget value for the category.

  4. Select the SAVE button to update the budget record, close down the page and update the budget data grid with the revised budget $amount.

 

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