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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.
| Setting | Description |
|---|---|
| Create Pending Field Actions | The system can automatically create a Pending Field Action in Scheduling based on various transactions completed in Field. To turn this on, check the box next to Create Pending Field Actions. If you would prefer the system to not create Pending Field Actions, you may turn this off by unchecking this field. |
| Display Costs In Field Module | If field costs are used, the Unit Cost and Total Cost dollar amounts are visible to the field technician if this field is true / checked. Defaults to false / unchecked (not visible in the field). |
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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.
| Info |
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You are not allowed to have move than one Work Item cost with the same Cost Type AND Cost Unit combination. |
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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.
