Download Web SIMPLE Records Manager User Guide

Transcript
There is a filter for Activity Code.
Click on the code to update the Codes to reflect Units, Standard Time and Standard Rate you
want associated with each of these events. Of course you can add as many additional activity
codes as you like by clicking Add Activity Code.
As it relates to time, if you enter whole numbers like 10,000, 20,000, etc. the person getting the
report should think in terms of minutes, whereas, if you entered .1, .2, the person reviewing the
report should think in terms of an hour. Thus you need to decide how you want to record these
events.
Suggestion: Enter the time as parts of an hour. Thus 1/2 hour would be .5. This makes it easier to
understand the Department Totals.
When finished, you can create and enter your own custom codes to allow for recording differing
events. Think how you might use this to track other activities you may want to account for. Time
Management Studies is a possibility.
Note SIMPLE includes a pre-set list of Activity Codes. In order for Activity Tracking to
automatically calculate counts for the above events, you must not change or delete those billing
codes. You may change the billing code description.
Field Definitions
Code: The billing code.
Description: A description of the activity.
Unit of Measurement: each, boxes, hours, etc.
Standard Time: The time to complete the task or activity.
Standard Rate: The rate in dollars to 2 decimal places.
Manage Activity
Click Manage Activity Codes to list the Activity entered.
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