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In this article:
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 you will need to be logged in with a System Administrator account.
Settings Tab
The settings tab allows you to configure your Service Unit General settings in Penelope as well as create and edit Service Unit Classes.
Edit General Settings
In the System Setup section select Service Unit.
On the Service Unit Setup page select the Setting tab.
Click Edit.
Edit as required.
Click Save.
Settings Information
Setting | Instructions | Additional Information |
Keep Cart Items When Canceling Event | Select this option to keep Cart Items when canceling a Service Event. | If enabled the Service Units added to a clients Cart will remain in the Cart even if the Service Event is canceled. These Service Units could be removed manually later but if left in the Service Event the client will eventually be charged for these items even if their Service Event was canceled. If disabled all Service Units added to a clients cart for a particular Service Event will be automatically removed if a Service Event is canceled. |
Use Site-Specific Pricing | Select this option to enable Site-Specific Pricing. | Enable this if your agency has multiple sites (locations) and does not have uniform pricing across all sites. |
Service Unit Input | Select either Drop Down or Suggest Lookup. | This option determines how Service Units are displayed in the Cart. If Drop Down is selected the Worker will be given a drop down list to select from. If Suggest Lookup is selected a field appears where the worker can start typing in the name of the Service Unit and any matching Service Units will then appear in a list for the Worker to select from. |
Service Unit Class Setup
In the Field Setup section you are able to configure Service Unit Classes. 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 criteria for the results.
Add Service Unit Class
In the System Setup section select Service Unit.
On the Service Unit Setup page select the Setting tab.
In the Field Setup section select Service Unit Class.
In the Active Values section select Add.
Add the new Service Unit Class in the Value field.
Click Save.
Edit Service Unit Class
In the System Setup section select Service Unit.
On the Service Unit Setup page select the Setting tab.
In the Field Setup section select Service Unit Class.
In the Active Value section select the Service Unit Class you wish to edit.
Edit the Service Unit Class as required.
Click Save.
Make a Service Unit Class Inactive
In the System Setup section select Service Unit.
On the Service Unit Setup page select the Setting tab.
In the Field Setup section select Service Unit Class.
In the Active Values section click the minus (-) icon of the Service Unit Class you wish to make inactive.
The Service Unit Class will be moved to the Inactive Values section. If the Service Unit Class is not in use it will be deleted (this cannot be reversed).
Make an existing Service Unit Class Active
In the System Setup section select Service Unit.
On the Service Unit Setup page select the Setting tab.
In the Field Setup section select Service Unit Class.
In the Inactive Values section click the plus (+) icon of the Service Unit Class you wish to make active.
The Service Unit Class will be moved to the Active Values section.
User Defined tab
The Service Unit user defined fields can be used to capture additional Service Unit information determined by your agency. There are two text fields (short text) available.
User Defined Fields Setup
In the System Setup section select Service Unit.
On the Service Unit Setup page select the User Defined tab.
Click Edit.
Enter the Field Name.
Select In Use and Required where applicable.
Click Save.