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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.

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Work Items - Adding a Work Item

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FieldDescriptionExample
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
Tip

Use the Display Order button above the Work Item grid to order Work Items by frequency of use. This will put the Work Items used the most at the top of the list when using the Scheduling & Dispatch system.

 

Work Items - Adding A Cost

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