Page Comparison

Add Labor Class (OPTIONAL - May not be needed)

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1. Data Browser -> Classification -> Classifications (opens hierarchy editor)
2. Click on Labor Classes
3. Click New (Top of Hierarchy window)
4. Click Labor Class

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1. Fill in the fields as shown in the above picture
   1. Name
   2. Description
   3. Account Information
   4. Rate
   5. All 'Labor' fields
   6. Last Rate Change Date
2. Click Create

Add Work Group (triOrganization)

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1. Data Browser -> Organization -> Organizations (opens hierarchy editor)
2. Click on Work Groups
3. Click New (Top of Hierarchy window)
4. Click Work Group

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1. Fill in the fields as shown in the above picture
   1. Name
   2. Short Name
   3. Organization Type
   4. Work Group Class
   5. Supervisor
2. Click Create Draft
3. Select Team Members and Contact tab
4. Click Find on Team Members section
   1. Search for Supervisor and shop employees
   2. Once an employee is found mark the check box and click OK
   3. Repeat for each employee
5. Click on each Employee Record in Team Members section to update organization and (OPTIONAL) labor class
   1. Revise Employee record
   2. Click Find on ?Primary Organization section
   3. Type 'Workgroup' into Type filter box
   4. Type name of work group into Name filter box
   5. Mark radio button for desired work group
   6. Click Ok
   7. (Next Steps are OPTIONAL and may not be needed) only required if a different or new Labor Class will be used for employee)
      1. Click 'Credentials' tab
      2. Select existing labor class in Labor Details section
      3. Click on Remove
      4. Click on Add
      5. (New Window) Click 'Find' on Labor Details section
      6. Select desired Labor Class and click Accept
      7. Click Create
   8. Activate Employee record
6. Select General tab on Work Group screen
7. Click Activate

Add Service Assignment Class (Classification)

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1. Data Browser -> Classification -> Classifications (opens hierarchy editor)
2. Expand Service Assignment Class
3. Click on Facilities
4. Click New (Top of Hierarchy window)
5. Click Service Assignment Class

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