Charge Element Filtration is a validation feature that limits users to a certain list of charge elements and thus restricts them from charging time to elements that do not apply to them. When a time reporter is assigned a Charge Filter Policy that has a charge type enabled for filtration, the time reporter's Charge Filtration Group determines which specific charge elements are allowed for the type. The time reporter can only charge time against the elements that have been configured for the charge type in the Charge Filtration Group.
By assigning charge filtration to an employee or group of employees, you can limit users to the appropriate list of charge elements and thus restrict them from charging time to charge elements that do not apply to them. The extra validation will reduce the amount of timecard corrections that have to be made when labor is charged to the wrong charge element.
See Also:
Enable the CHARGE_ELEMENT_FILTRATION_PLUGIN
This feature requires the following:
You must have the Charge Element Filtration module included in your license file.
The Charge Element Filtration module must be enabled.
To check if the module is included in your license and enabled:
Click Main Menu > Configuration > System > Licensing.
On the License Modules tab, select Charge Element Filtration under the Module Name column.
Ensure that the following check boxes are selected: Licensed and Module Enabled.
To enable the Charge Element Filtration feature, you must enable the CHARGE_ELEMENT_FILTRATION_PLUGIN record in the PVE Plugin form. To do so:
Click Main Menu > Configuration > System > PVE Plugin.
Select CHARGE_ELEMENT_FILTRATION_PLUGIN and click Modify.
Select the Enabled check box.
Click Save.
Restart the application server.
To restrict employees to specific charge elements:
Create a Charge Filter Policy.
Add the appropriate Charge Types to the Charge Filter Policy using the Chg. Element Filter tab of the Charge Filter Policy form.
Assign the Charge Filter Policy to the applicable employees as a Employee Setting, Employee Group Setting, or System Setting.
Use the Charge Filtration form to create a Charge Filtration Group and define the Charge Types and Charge Elements in this group (for example, Order, Operation, Activity).
Use the Selected Elements tab of the Charge Filtration form to define the specific Element Names that will be associated with each Charge Element (for example, Order 3000, Operation 10, Activity 10).
Assign the Charge Filtration Group to the applicable employees as an Employee Setting, Employee Group Setting, or System Setting.
Modify the Event Prompts for these Charge Elements using the Prompt tab of the Events form. Select a Charge Type and Element Name for the appropriate prompt.
For example, if you are using Charge Element Filtration to restrict access to specific work orders and operation numbers, modify the ORDER_NUM and OPERATION_NUM prompts for your WORKORDER event. For the ORDER_NUM prompt, select ORDER as your Charge Type and ORDER as your Element Name. For the OPERATION_NUM prompt, select ORDER as your Charge Type and OPERATION as your Element Name. The event’s ORDER_NUM and OPERATION_NUM prompts will only allow values specified in your Charge Filtration Group.