Location Report

This page outlines the purpose of and the elements that comprise the Location Report

The location report interface within Brevity is accessed through the Administration> Location Report sub menu. The interface provides a map of your service area based upon the address details retained within the branch record. In addition to the schedule board, the location report will provide an additional tool when identifying the location of staff in relation to clients and the rostering of staff to a client service.

The location map lists active employee and client records. Employee records listed within the location interface are determined by the selected branch, whereas the client records listed within the location interface are determined by not only the branch by the service type category and the funding source.

The location interface allows you to zoom in and out and to click in to review client and employee details at a street level, as shown below.

The following is an outline of the fields that comprise the Location Report page.

Employees: This panel provides a count of active employees associated with the branch. The interface will list the employees placement on the location interface. The presence of the ALERT icon within the employees panel, flags the presence of invalid addresses associated with one or more employee records. Double click the icon to review and correct the invalid address details.
Clients: This panel provides a count of active clients both associated with the branch and the selected funding source(s) and service type(s). The interface will list the clients placement on the location interface. The presence of the ALERT icon within the client panel, flags the presence of invalid addresses associated with one or more client records. Double click the icon to review and correct the invalid address details.
Branch: This is a drop down field that lists the branch records maintained against the organisation structure within Brevity. The selected branch value will influence the location map displayed, the records referenced on the location map and record counts listed within the respective employee and client panels.
Funding Source: This is a drop down field that lists the funding sources. The selected funding source value will influence both the client records referenced on the location map and the record count within the client panel.
Service types: This is a drop down field that lists the service types categories associated with the NDIS service types associated to the client services. The selected service type will influence both the client records referenced on the location map and the record count within the client panel.
Zoom In and Out: These controls allow you to zoom into or zoom out from the location map.
Record details: This panel list details of the either the selected employee or client. Information listed includes an image (if available), name and address.