Admin - Work Items / Billing Costs

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.

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).

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
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
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

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

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.

DIY Activity forms which are associated to work items will also display the defined cost types if the form setting "Capture Costs" is enabled on the form design. NOTE: a global cost definition can be defined on the "Activity" work item which will be displayed on all DIY Activity forms which are opened without a work order.

You are not allowed to have move than one Work Item cost with the same Cost Type AND Cost Unit combination.

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, and 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.