This page guides you through the creation and maintenance of Client Service Schedule records.
These are related topics of the page
Additional information
Accessing the Service Schedule
Navigating the Service Schedule List page
Navigating the Service Schedule page
Create a Service Schedule
Edit a Service Schedule
Clone a Service Schedule
Introduction
The Service Schedule record is related with the provision of direct services. The schedule record lists the type, date, location and funding considerations of the service being delivered, the client who is receipting the service and support worker whom is delivering the service, associated tasks and the service cost inclusive of expenses.
The Service Schedule record can be created either
through the client>Service Schedule sub-menu
Direct off the Client record through the Service Schedule tile located within the left vertical menu.
Creating a copy of an existing Service Schedule profile.
From the client panel within the schedule board, by selecting the
service template icon.From the shift panel on the Schedule Board.
Additional Information
For additional information on creating and managing service schedules refer to the following topics:
Accessing the Service Schedule
The service Schedule record can be accessed from the following locations within the Brevity application:
Service Schedule menu
The Service Schedule record can be accessed from the Client>Service Schedule sub-menu
Service Schedule tile
The Service Schedule record can be accessed from the Service Schedule tile located within the left vertical menu of the client record.
Client Services function via the Schedule Board
The Service Schedule record can be accessed from the client panel within the schedule board by selecting the icon.
Add Shift function via the Schedule Board
The Service Schedule record can be accessed from within the schedule board by selecting the shift panel. Service Schedule can be created through the schedule board by selecting the icon.
Navigating the Service Schedule List page
The following is an outline of the fields and objects that comprise the Service Schedule list page
New: This button is used to open a blank Service Schedule record page
Edit: This button is used to open the Service Schedule record selected from the list for edit.
From Date: This field is used to specify a commencement date of services filter against the service schedule records within the list. The value can either be specified as a free text input or set from the date picker.
To Date: This field is used to specify a cessation date of services filter against the service schedule records within the list. The value can either be specified as a free text input or set from the date picker as shown above.
Search: This field is used to specify a value that will search all columns within the list to return a set of matching records.
Service Schedule list: This datagrid lists the service schedules regardless of status. Schedule records listed are determined by the filtering date range and value search criteria and the schedule list status. Columns can be configured but by default will list the id, Name, Status, Service type, Employee, weekday, date and time of service and service type. Clicking on the column will list the data in either descending or ascending order.
Bulk Cancel: This button allows for the cancellation of multiple service schedules that have been selected from the record list. Bulk cancellation can be applied to multiple or individual clients with either a single or mix of service, by status or across a date range. You can not however cancel services that are already completed.
Change Time: This button provides the user with access to the Select new Start and End times page, from where changes can be made to the service times. You can not alter the particulars of a service that has been completed.
Change Day: This button provides the user with access to the Select Days page, from where changes can be made to date that the service will be delivered. You can not alter the particulars of a service that has been completed.
Change Service Type: This button provides the user with access to the Select a New Service Type for selected Shifts page where the service schedule can be updated with a revised service type. You can not alter the particulars of a service that has been completed. Changing the service type using this feature can only be undertaken through the schedule board.
Apply Service Template: This button provides the user with access to the Apply Service Template page where either an individual or multiple of services can be selected and updated with one or more attribute revision(s) from another scheduled client service. You can not alter the particulars of a service that has been completed. Changing the attributes of a service using this feature can only be undertaken through the schedule board.
Switch Worker: This button provides the user with access to the Select Employee to Assign Shifts to page where either an individual or multiple of services can be reassigned from one support worker to another or whereby the selected shifts can have the allocated support worker removed, thus making them available for pickup from the schedule pool. You can not alter the particulars of a service that has been completed. Changing the attributes of a service using this feature can only be undertaken through the schedule board.
Recalc: This button is used to calculate scheduled services fees. This feature can only be undertaken through the schedule board.
Filter: This button provides you with additional search parameters.
Mail Merge: not functional
Delete: This button will allow the user to delete an individual or multiple of service records from the database.
Record listing: This label provides an indicator of the number of records matching the criteria and within the datagrid and the number of records selected. The label also lists the number of records selected.
Page navigation: This button allows you to switch between multiple pages.
Navigating the Service Schedule page
