Page Comparison

Purpose

Work Items, used for Scheduling & Dispatch and Field Costs, are configured on this screen. In addition, Cost Types and Cost Units are configured in this area. Cost Types and Cost Units are used when creating Field Cost transactions.

Work Items - Adding a Work Item

To add a work item, select the Add Work Item button on the far right of the screen and complete the required fields.

...

Field	Description	Example
Name	Enter a name for your work item This name will display for the scheduler and field staff Allows up to 100 characters Required field
Description	Enter a description of the work item Visible only in Administration Allows up to 250 characters Option Field
Required Certifications	Select one or more Certifications that pertain to the specific work item A technician without these certifications can be assigned to a work item; however the scheduler will be warned when this happens The list of Certifications is sourced from General - Certifications If no certifications apply, you may skip this section

Work Items - Adding A Cost

Default field costs can be assigned to a Work Item. Selecting a Work Item will show the costs structures associated with it in the Costs grid below. To add a default cost structure, click the Add Costs button and define the cost structure (Cost Type, Cost Unit, Cost Per Unit, Notes) in the pop up.

Cost Types

The Costs Types tab is used to define the various categories of field costs (i.e. equipment rental, specimen retrieval, etc.) - however you want to categorize your various field costs at a high level. Both a Name and Code can be defined an both are available in the Field Costs billing extract.

Cost Units

The Cost Units tab is used to define the various cost units used in field costs transactions (i.e. per trip, per test, per set, per sample, etc.). Some cost units can't be edited or deleted because MetaField depends on them for other purposes.

...