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changes.mady.by.user Karl Burkum

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Table of Contents
Table of Contents

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.

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SettingDescription
Create Pending Field ActionsThe 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.

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
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Description
  • Enter a description of the work item
  • Visible only in Administration
  • Allows up to 250 characters
  • Option Field
Type / Group / Form
  • Define an optional relationship to an Activity or Sample form that the Work Item utilizes
    • Type = Activity or Sample Tracking
    • Group = All groups based on the Type selected
    • Form =All forms based on the Group selected
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.

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