In this article
The Service Unit of Measure page includes two configuration items:
Unit of Measure Schedule
Unit of Measure (UoM)
The Unit of Measure Schedule contains the increments or base units in which the provision of Service Units is measured (e.g. hours, sessions, days, milligrams, dollars or months).
The Unit of Measure section allows you to set up categories for your Units of Measure so that they can be easily grouped together (primarily for reporting purposes). This is where you create and assign a Unit of Measure to one of your Unit of Measure Schedules.
We have listed a few examples below:
You may create a Unit of Measure called 15m and indicate that 15m is equivalent to 0.25 hours.
You may create a Unit of Measure called 1 day (working day) and indicate that 1 day (working day) is equivalent to 8 hours.
You may create a Unit of Measure called 120m and indicate that 120m is equivalent to 2 hours.
Adding a Unit of Measure
You must be logged in to Penelope using an account with access to the Setup sidebar to complete the steps below.
From the My Home page click Service Unit of Measure located in the Setup sidebar.
In the Unit of Measure Schedule section confirm that an equivalent unit of measure is available for Hour, Day, Each etc (as required).
Complete one of the following actions:
If an equivalent Unit of Measure exists for Hour, Day, Each etc, proceed to the Step 5.
If an equivalent Unit of Measure does not exist for one or more of the above, you will need to add them in the Unit of Measure Schedule section first. Instructions can be found below.
Click Add.
Enter a Name for the Unit of Measure (e.g. Hour).
Type the Equivalent numerical value (e.g. 0.25, 0.50, 1 etc).
From the Schedule drop-down select the increment or base unit (e.g. hours).
Click Save.
Repeat steps 5-9 for any remaining Units of Measure as required.
Adding to the Unit of Measure Schedule
You must be logged in to Penelope using an account with access to the Setup sidebar to complete the steps below.
From the My Home page click Service Unit of Measure located in the Setup sidebar.
In the Unit of Measure Schedule section click Add.
Enter a Name.
Select a Class.
Click Save.
Modifying an Existing Unit of Measure
You must be logged in to Penelope using an account with access to the Setup sidebar to complete the steps below.
To modify an existing Unit of Measure click the Unit of Measure name, make any necessary changes and then click Save.
Deleting an Existing Unit of Measure
You must be logged in to Penelope using an account with access to the Setup sidebar to complete the steps below.
To delete an existing Unit of Measure click the minus (-) icon located next to the appropriate unit. You will then be asked to confirm that you would like to delete the unit.