Getting Around Brevity

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.

System Menu Bar

The system menu allows you to navigate to the through the various module and functions within the Brevity system. The Quote, schedule board, System Setup and New Service menus comprise only the parent menu, whereas the Client, Employee, Administration and Care Management menus are comprised of a collection of child menu items, which are accessible when you hover over the parent menu with your mouse.

The system menu bar also has a section located to the right that show alerts applicable to the logged in user, access to the Online Help , and the name of the logged in user. A drop menu which provides access to the system setting module and a link to logout of the system is accessible from the logged in users name.


Record List Screens

Displays a list of records for the selected system feature.

The Record list screen is comprised of the following features

  1. Page Title: This reflects the page/module title.

  2. 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.

  3. Breadcrumb navigation: Secondary navigation that indicates your location either within application or on a module form.

  4. 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:

    1. + New: This button will add a new record from the module form into the database.

    2. 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.

    3. 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.

    4. Delete: This button is used to delete a selected record.

    5. Import: This button is used to import data into the database from an excel/csv file.

  5. Records filter: This field is used to list records by specifying a particular data attribute (eg. Name, Job Type, Email).

  6. Paging size: This field is used to specify the number of records that will displayed within the grid without paging.

  7. 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.

  8. Records: Double clicking a record, opens the record into the corresponding form in edit mode.

  9. Paging information: Displays total number of records.

  10. Paging: If there are more number of records that does not fit in the current grid, then page number are displayed and clicking on those, loads up records from that page..

If you want to select multiple records from the Record List Screen, refer to the topic Selecting Multiple Record from the List


Record Screen

 This screen allows for the creation of new records as well as the editing of existing records.

 

 

  1. 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.

  2. Breadcrumb navigation: Secondary navigation that indicates your location within the screen.

  3. 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:

    1. Save: This button is used to the save the changes that where made to the record.

    2. Close: This button is used to the close the record presented within the screen and return you to the Record Listing screen

    3. Delete: This button is used to delete the record presented within the screen.

    4. + New: This button will add a new record from the module form into the database.

    5. 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.

    6. Deactivate: This button will deactivate the record presented within the screen.

    7. Print: This button will allow you to print and save the current record to pdf format.

    8. 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.

    9. 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.

    10. Notes: This button will allow for notes to be added that are related to the record presented within the screen.

    11. 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.

  4. Form Quick Links: allows to access different sections of the form.

  5. Form Tabs: These tabs are used to group the information that is registered into the record being viewed.

  6. Summary: Provides summary data related with the record being viewed.

  7. 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

  8. 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

  9. Drop-down List: This field type allows you to select a value from a drop-down list.

  10. Textbox: This field type accepts free text input of characters on a single line.

  11. Date field: This field allows you to specify the date free text input or by using the calendar picker

  12. 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.

  13. 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 allows you to link to other records within Brevity. Clicking into the field will show a drop down listing of values from which you can make the appropriate selection. You can find records using 1 of two methods:

  • Typing within the field to filter the list which will match any part of the string to the available values.

  • Clicking either the main search icon to the left of the input box or the search icon within the drop-down list to access the advanced search box.

It is to be observed that additional to the search icon, the drop-down list is also comprised of a plus icon to add a value to the drop-down list, an open record link that will open the selected record in a new window, and allow you to make changes and an icon to refresh the values after you have added or updated records.