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, and System Setup 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 shows the details of the logged in user. A drop menu provides access to the system settings module, the Online Help , the option for a password change, authorising support desk access and ink to logout of the system.
Record List Screens
Displays a list of records for the selected system feature.
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.
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.