Introduction to the Organisation Record

Introduction

The organisation record can be associated with multiple branch records. The organisation record within Brevity can be accessed through one of two ways.

1. Selecting the Administration>Branch Setup menu followed by selecting the required organisation record from the Organisation field.

2. Accessing the System setup menu and selecting organisation through the Organisation list from the Browse tables menu.

The Organisation record is comprised of a number of data panel that allow you to:

• Manage the organisation address.

• Managing Two Factor Authentication.

• Manage Brevity Care mobile application settings.

• Auto Shift Publishing, Travel Apportionment and Timesheet Approvals.

• Manage Plan Manager banking, remittance and ABA information.

• The branch records associated with the organisation record.

• Date/time Format for reporting.

• IMAP and SMTP mail settings.

Accessing the Organisation record through the branch record

To access the organisation record through the branch record select the Administration > Branch Setup menu to open the branch record. 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

Establishing a new branch from the Organisation record

The Organisation records provides the administrator with both a listing of assigned branches and the functionality to establish new branch profiles.
To review an existing branch record highlight and double click the record listed within the branches data grid.
To assign a new branch against the organisation record, click the Add new record icon.

Open

Accessing the Organisation record through the system setup menu