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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.
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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Required Certifications |
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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.
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.
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.