Scenario Process - Work Types Configured
OVERVIEW:
We have a standard set of work types that will have been copied over. These may need to be changed sometimes depending on the clients needs/requirements.
HOW TO:
ADMIN LIST: Work Types List
We have a standard set of work types that will have been copied over. To know if you need to make any changes look at the following:
- Any colour coding that they may use in their calendar or whiteboard.
- Types of scaffolding and work that they do. This may show in the examples they have given us or you can check the discovery meeting notes for this. Example: They may need extra work types to be created for Delivery & Pick up or Mobiles etc.
- LINK THE TIMESHEET TYPES TO THE WORK TYPES - Check the CLEAN DATASET for how this is configured.
- Delete out the DEPOSIT work type if they don't do deposits.