Understanding Service Unit Setup
Updated over a week ago

Service Units are used to track different types of services provided by your agency that need to be tracked and/or invoiced. To setup Service Units in Penelope you will need to be logged in with a System Administrator account.

The Service Unit Setup page includes configuration options applicable to Service Units in Penelope. Many of the options on this page are settings you configure when you first set up your Penelope database but you may revisit these settings occasionally as your needs change. Service Unit settings are available across the following tabs:

  • Setting

  • User Defined

You will need to be logged in with a System Administrator account for Service Unit Setup.

Setting tab

Here you can configure the Service Unit General settings including information about cancelling events and site specific pricing.

In the Field Setup section you are able to configure the Service Unit Class. Service Unit classes are used to group together different types of Service units. For example your agency may decide they want to group Service Units by contact and non-contact time for reporting purposes. In this example you would create two Service Unit Classes (Contact and Non-contact) and then assign them to the relevant Service Units. When running your Service Unit reports you can then select the Service Unit Class as a criteria for the results.

User Defined tab

The User Defined tab is where you can configure custom fields specific to your Service Units. There are two user defined text fields (short text) available for Service Units.

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