Editing a Branch Record

The steps involved in editing a Branch record will depend upon whether you are editing the current (active) branch record that is presented when you select the Administration>Branch setup menu or a different one if your brevity system is configured with multiple branch records.

Editing the active Branch Record

To edit the active branch record select the the Administration>Branch Setup to open the branch record into the browser. The active branch record associated with your login will be presented within the browser. Changes can be applied to the field elements contained within the following data panels:

• Branches Details.

• Travel Setup.

• Invoice Setup.

• Support Worker App settings.

• Portal settings.

• Client App settings.

• Address.

• Contact.

• Changes to letterhead.

• Upload of a new Service Agreement.

• Upload of practice notes, work practices, policies and procedures into the document folder.

Edit a Branch through the Organisation record

Where the organisation maintains multiple branch profiles, to apply edits to a branch that is not the active branch record displayed select the the Administration>Branch Setup to open the branch record into the browser.

From within active branch record associated with your login presented within the browser position the cursor into the organisation field to open the drop down list, click the Edit Selected Record icon located at the bottom right of the listing, to open the selected organisation record into a new tab within the browser.

Open

Highlight and double-click the branch record to be edited from the Branches record grid.  The selected record is displayed within the Edit Branch Record form which is positioned over the organisation record. Changes can be applied to the field elements contained within the following data panels as outlined under editing the active branch topic.

Open

Organisation Record branch list

Delete a Branch record

Brevity recommend that branch records ARE NOT deleted under any circumstance. Please consult Brevity in the first instance, through the support desk if you have concerns with one or more of your organisations branch record(s). Removal of a branch record will compromise data relationships and will interfere with your ability to log into the Brevity web and mobile applications.

To delete a redundant branch observe the following steps:

1. Select the Administration>Branch setup sub-menu to open the active branch record page into the browser.

2. To search for the Branch record select the close button that is located top left of the page, to close the branch record and open the Branch List page within the browser.

    

3. Highlight the Branch record to be deleted.

    

4. Select the "Delete Button" in the upper right portion of the window.

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

Activate and Deactivate a Branch record

Prior to adjusting the activity status of a Branch record, it is recommended that you consult Brevity, through the support desk if you have concerns with one or more of your organisations branch record(s). Deactivating a branch record will compromise data relationships and will interfere with your ability to log into the Brevity web and mobile applications.

Adjusting the activity status of the branch may temporarily compromise data relationships and will interfere with your ability to log into the Brevity web and mobile applications.

To edit the activity status of a branch record that is perhaps redundant observe the following steps:

1. Select the Administration>Branch setup sub-menu to open the active branch record page into the browser.

2. To search for the Branch record select the close button that is located top left of the page, to close the branch record and open the Branch List page within the browser.

3. Search for the branch record from within the Branch list.

4. Highlight the record and either select the EDIT button or double click on the branch record to open it within the branch form.

5. To deactivate the Branch record select the Deactivate button.

6. To activate the Branch record select the Activate button.

7. Once done, you can select the close button to exit the page.