Steps for Adding Productivity Input Records

To add new productivity records, complete the following steps:

1. In the Actions section>General card, select the Productivity Input icon.
2. Click on the Add Productivity Volumes button.
3. Enter the required Organization Unit information. The organization levels displayed depend on the structure level where productivities are assigned (as viewed on the Organization Link Levels screen) according to your corporate structure.

   Select the appropriate code for this field. The number of organization unit levels available and the organization unit names displayed depend upon the corporate structure.

4. If this productivity record is specific to a Job Class Code, enter that information in the field.

   The job class involved in this productivity transaction, if transactions are being tracked by job class.

5. Enter the Number of Days that will be entered in this session, up to 31 days. If a Productivity Entry Days default is set up as a preference; that number is displayed in this field, but can be changed.

   Indicates the number of daily records (up to 31) that will be entered in this session. The system creates this number of input records.

6. When the screen is completed, click on the Enter Productivity Volumes button in the left pane. The distribution information is displayed in the Informational Messages box. This distribution information is assigned to all the records entered on this screen.
7. Select the Productivity Unit Code from the Field Look Up Values. This same code is assigned to all transaction records entered in this screen. Note: The options available were previously set up on the Configuration section>Productivity card>Productivity Input screen.

   The code that identifies the productivity unit for the transactions being entered or viewed through this screen (e.g., admissions, discharges, etc.).

   Note: The options available are those Productivity Unit Codes which were previously set up on the Configuration section>Productivities card>Productivity Unit screen and then assigned to the organization unit via the Configuration section>Productivities card>Productivities screen.

8. Individual transaction records are created for the number of days entered. For each day listed, enter the following information. Note: It is possible to leave the fields for specific days blank, if no data was gathered for that day.
   1. The Transaction Date of the productivity.

      The date of the productivity transaction on the indicated input day.

   2. The applicable Number of Units for this Productivity Unit Code.

      Depending on the type of productivity being tracked, enter either the number of units or number of hours for this productivity on the indicated day.

   3. The Coverage Period Code, if productivity is being tracked by coverage period. If productivity is not being tracked by coverage period for this Productivity Unit Code, leave this field blank.

      The Coverage Period code indicating when this productivity transaction took place on the indicated day. Note: This only needs to be completed if productivity is monitored by coverage period.

   4. Any Comment regarding the input record.

      Any comments regarding the productivity transaction on the indicated day.

9. When all data is entered, click on Save.
   1. To add additional records to the same labor distribution, but different Productivity Unit Code, click on Save/Add. The record is saved and the fields are cleared, but the screen remains open to input new records for the same labor distribution and number of days.

      The code that identifies the productivity unit for the transactions being entered or viewed through this screen (e.g., admissions, discharges, etc.).

      Note: The options available are those Productivity Unit Codes which were previously set up on the Configuration section>Productivities card>Productivity Unit screen and then assigned to the organization unit via the Configuration section>Productivities card>Productivities screen.

   2. To add records for a different labor distribution, click on the Change Distribution button in the left pane. Complete steps 3-9 above.

Comment

Any comments regarding the productivity transaction on the indicated day.

Coverage Period Code

The Coverage Period code indicating when this productivity transaction took place on the indicated day. Note: This only needs to be completed if productivity is monitored by coverage period.

Job Class Code

The job class involved in this productivity transaction, if transactions are being tracked by job class.

Number of Days

Indicates the number of daily records (up to 31) that will be entered in this session. The system creates this number of input records.

Number of Units/Number of Hours

Depending on the type of productivity being tracked, enter either the number of units or number of hours for this productivity on the indicated day.

Organization Unit(s)

Select the appropriate code for this field. The number of organization unit levels available and the organization unit names displayed depend upon the corporate structure.

Productivity Unit Code

The code that identifies the productivity unit for the transactions being entered or viewed through this screen (e.g., admissions, discharges, etc.).

Note: The options available are those Productivity Unit Codes which were previously set up on the Configuration section>Productivities card>Productivity Unit screen and then assigned to the organization unit via the Configuration section>Productivities card>Productivities screen.

Transaction Date

The date of the productivity transaction on the indicated input day.

More About Date Value Fields