Detail Forms:
The Charge Filtration form is used to define Filtration Groups and Approval Groups.
See Also:
Assigning a Filtration Group or Approval Group
Charge Filtration Field Descriptions
Find a Filtration or Approval Group
Add Charge Types to a Filtration or Approval Group (Add Item)
Delete Charge Types from a Filtration or Approval Group
Charge Filter Import for Approval Groups
A Filtration Group specifies the elements that are enabled for filtration. You need to configure a Charge Filtration Group if you using the Charge Element Filtration feature.
A Filtration Group 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 an employee is assigned a Charge Filter Policy that has a charge type enabled for filtration, the employee's Filtration Group determines which specific charge elements are allowed for the type. The employee can only charge time against the elements that have been configured for the charge type in the Filtration Group. If no elements have been configured for the charge type in the Charge Filtration Group, the employee is not allowed to charge time against that charge type at all.
On the Charge Element form, you can view the Filtration Groups to which a charge element has been assigned using the Filter Group tab.
To restrict employees to use only specific charge elements:
You must have the Charge Element Filtration module included in your license file. The Charge Element Filtration module must be enabled.
You must enable the CHARGE_ELEMENT_FILTRATION_PLUGIN record on the PVE Plugin form.
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 (e.g., 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 (e.g., 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.
You need to define Approval Groups if you are using the Subcontractors feature.
An Approval Group controls which transactions a supervisor can approve on the Invoice Approval form. A supervisor will only be able to view and approve transactions for charge items that are included in the Approval Group he or she manages.
You can also import an Approval Group. See "Charge Filter Import for Approval Groups" below for information.
You can assign a Charge Filtration Group to users via Employee Setting, Employee Group Setting, Hierarchy Employee Group Setting, or System Settings. Note that if an employee has several Charge Filtration Groups assigned to him or her via the different settings in the system, then all the charge filtration settings in all the groups apply. In addition, when you assign a Charge Filtration Group to a Hierarchy Employee Group via the Hierarchy Employee Group Setting form, then the setting will apply to all employees that belong to or fall below the Hierarchy group.
Filter Name
The identifying name of the Filtration Group or Approval Group. To add, lookup, delete, or copy a Filter Name, use the Charge Filter form.
Group Type
Indicates whether this group is a FILTRATION Group or an APPROVAL Group.
A FILTRATION Group limits users to a certain list of charge elements and thus restricts them from charging time to elements that do not apply to them.
An APPROVAL Group controls which charge elements that supervisors (defined on the Managers tab) can view and approve on the Invoice Approval form.
Charge Type
Identifies the type of charge to which the record applies. Available options are defined on the Charge Type form.
If this setting is for a Filtration Group, the Charge Type defines the charge items to which users assigned to this group can post time.
If this setting is for an Approval Group, the Charge Type defines the charge items that supervisors (defined on the Managers tab) can view and approve on the Invoice Approval form.
Element Name
Identifies a charge element defined for the Charge Type. For example, for the Charge Type ORDER, the Element Names are ORDER, OPERATION, and ACTIVITY. If you select “All,” then all the charge elements for this Charge Type will be included in the Approval or Filtration Group.
Level Number
Identifies at which level in the charge element hierarchy the Element Name is listed.
Note: Level Number will be set to 0 if the Element Name is All.
Update Date, Updated By
These fields display when the record was created or updated, and the person who created or updated the record.
Click Main Menu > Administration > Charge Element > Charge Filtration.
Select the Group
Type from the field at the top of the form. You may have to
click the 
Filter button to display the filter
fields.
Select the Filter
Name from the drop-down menu.
You can also click the 
button next to the Filter
Name and select Lookup from
the menu. See Charge Filter for more
information.
Click Find.
Note: You must define a Charge Filter before you can add Charge Types to it.
Click Main Menu > Administration > Charge Element > Charge Filtration.
Select the Group Type and Filter Name of the group you want to configure. The assigned charge types, if any, appear in the grid.
Click Add Item.
Select a Charge Type and an Element Name.
The element's Level Number will appear in a read-only field. If you selected ALL as your Element Name, the Level Number will be zero.
If you want to add more than one Charge Type, click Save and Add to save your settings and keep the window open. Or click Save to save your record and return to the main form.
If you selected an Element Name other than All, you must configure the values that time reporters can choose from. To do so, use the Selected Elements tab.
Click to Main Menu > Administration > Charge Element > Charge Filtration.
Select the Group Type and Filter Name of the group you want to configure. The assigned charge types, if any, appear in the grid.
In the grid, select the Charge Types you want to delete. Press the CTRL key to select multiple Charge Types.
Click Delete.
Click OK to confirm the action.
To import Approval Groups, you need to define an Import with the Context Charge Filter. Note that you will still need to use the Charge Filtration form to assign managers to the Approval Groups.
Click Main Menu > Configuration > Interfaces > Import Definition.
Click the
quick link next to the Import
Name field and select Add from the pop-up menu.
Define your import on the Import Source form and click Add.
On the Destination Records tab, click Add.
From the Context Name field, select Charge Filter. Enter a Record Name and click Save.
On the Source Fields tab, click Add.
The Add Source Fields pop-up form will appear.
From the Record Name field, select the Record Name you entered in step 5.
Select a Field Name that you will be importing. Fields marked with an asterisk (*) must be included in your import.
The required fields for this import are Charge Filter Name and Charge Type.
Make sure you include the Charge Filter Group Type field in your import, and set it to APPROVAL. Otherwise the group will be imported as a charge filtration group.
Click Save and Add and continue adding Field Names to your import. Once you have selected the last Field Name, click Save.
Make sure the file you are importing is located in the \app\import directory where the Shop Floor Time application is installed.
You must run the IMPORT_FILES service to import the data. You can run this service by clicking Schedule Immediately on the Import Definition form. If you need to configure the service’s parameters, use the Service Instance form first.
You can check the In XML Queue form to see if the data has imported correctly (Main Menu > Administration > Interfaces > In XML Queue).
The imported data will be visible on the Charge Filtration form. You will need to assign one or more managers to the group using the Managers tab of the Charge Filtration form.