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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.
Setting | Description |
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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). |
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 |
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Name |
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Description |
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Type / Group / Form |
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Required Certifications |
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Tip |
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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. |
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