Create SOW Worker Roles

SOW Worker Roles are used to represent the type of equipment being managed and tracked.

Context

Create one or more SOW Worker Roles as described next.

Procedure

  1. Log into the Buyer company, and in the upper-right corner of the page, choose the View Administration Menu icon.
  2. Under Services choose SOW Worker Role.
  3. Choose New.
  4. Enter the following details:
    1. Enter a Code for the role, for example 100TCr.
    2. Enter a Name for the role, for example 100-Ton Crane.
    3. Enter a Description for the role.
    4. In the Use Fees for Billing option, leave the default value No in order for the worker role to show up appropriately for the events.
    5. In the Equipment option, choose Yes.
    6. Enter a Job Code, if applicable.

    7. Choose Add.
  5. Repeat step 3 and step 4 to add more SOW Worker Roles as needed to represent the inventory being tracked.