Modify Location Assignments for Work Units

Work Units

A Work Unit allows you to specify the unit to measure, and whether to roll up the units into a hierarchy. The integrations map the billing (volume) and payroll departments to Work Units, and then map the Work Units to the business structure locations. 

You can modify the business structure location path assigned to the Work Unit either due to an incorrect mapping or a new business need. First, you must delete the expired productivity targets and unassign the Payroll and Billing departments. You can then edit the business structure location in the user interface or through integration.

Delete Expired Productivity Targets

First, ensure the productivity targets are expired to enable the edit of the location assigned to the Work Unit. You can also change the expiration date of unexpired productivity targets so you can delete them.

Navigation:Main Menu > Administration > Application Setup > KPI Builder > Target Management

From the Target Management page, select a productivity target, and then select Edit.
In the Variable Targets section, select the variable target, and then select Edit.
In Edit Variable Target, select an Expiration Date that is in the past, and then select Update.
In the Fixed Targets section, select the fixed target, and then select Edit.
In Edit Fixed Target, select an Expiration Date that is in the past, and then select Update.
Repeat these steps to update additional fixed and variable targets associated with the productivity target.
Note You can also modify the expiration dates via changing values on the Targets tab of the installation kit.
Select Save.
Important Both fixed and Variable Targets must be expired to delete the productivity target.
From the Target Management page, select the expired target, and then select the Delete icon.
Select Yes to confirm.

Payroll and Billing Departments Unassignment

Once you delete the expired targets, unassign Payroll and Billing Departments through integrations.

In the Installation Kit, unassign the Payroll and Billing Departments. The Billing and Payroll departments will be unassigned the next time the integration runs.

Edit Business Structure Location

Once you unassign the Payroll and Billing Departments through integrations, you can now edit the business structure location in the user interface.

Navigation:Main Menu > Administration > Application Setup > KPI Builder > Healthcare Analytics > Work Unit Definition & Labor Mapping

From the Work Units page, select a Work Unit, and then select Edit.
Choose Select Locations to edit the business structure location path.
Select Save.
Note You can also edit business structure location through integration.

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