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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

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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
	Require Form Tracking	Indicates if the work item, when scheduled, should track that the defined form should be filled out and related to the work item
	Add Certification Group	Select one or more Certifications that pertain to the specific work item certification group. One or many certification groups can be added to a work item Multiple Certification Groups can be used to define a list of acceptable certification combinations a technician should have For example, if a work item requires two certifications OR a PE licence, two certification groups can be used (one with the PE selected, and one with the two certifications needed if you do not have a PE license) to accomodate this A technician without these certification combinations 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

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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.

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