Mileage - Billable Individual Activity Records

How do I record Mileage 1.0 & 2.0 on a Billable Individual record?

All users, Administrators

Visit the Mileage - The What to learn about mileage privileges and options.

Mileage can be documented directly within a Billable Individual record. Check other SETWorks articles if you're using different Activity Records.

Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

Instructions - Mileage 1.0

To add mileage to a Billable Individual Activity Record:

 Select the Expense icon.

+ Add new record

NOTE: Images are of Mileage 1.0

Odometer Start:   The starting odometer reading

Odometer End:   The ending odometer reading

Note:  If odometer readings are not required and the journey is part of a daily commute, optionally '0' can be entered at the start and the known mileage distance as the end mileage.

Notes:  Any relevant notes

Source:   The starting point of the journey

Destination:   The ending point of the journey

Commute:   If this mileage was part of a commute

Company Car:  If a company car was used

Consumer Present:   If a Consumer was transported as well

Insert.

Close window.

Save Billable Individual Activity Record. 

Mileage 2.0

To add mileage to a billable individual record:

Select the Expense Icon:

In the window that opens, select either Add Staff Mileage or Add Individual Mileage

In the window that opens, record details of the mileage entry:

Select Save once complete. 

• Related Articles

• Mileage - Billable Group Activity Records

  How do I record Mileage 2.0 on a Billable Group record? All users, Administrators Visit the Mileage - The What to learn about mileage privileges and options. Mileage can be documented directly within a Billable Individual record. Check other SETWorks ...

• Billable Group Activity Record Complete/Incomplete Logic

  How Does SETWorks Determine if a Record is "Complete"? Managers, Administrators SETWorks has two ways of assessing whether an activity record has enough documentation in order to be considered "Complete". The first is to check whether each consumer ...

• Configuring Mileage Rates

  Mileage Rates Administrators Visit the Mileage - The What to learn about mileage privileges and options Configuring the mileage rate is done in several different utilities. These Utilities can be found in the Provider Build section in the Settings. ...

• Mileage - NonBillable Activity Records

  How do I record Mileage 1.0 & 2.0 on a NonBillable record? All users, Administrators Visit the Mileage - The What to learn about mileage privileges and options. Follow the instructions below to record mileage with a NonBillable Activity Record. Check ...

• Managing Intervention/Assessment Keys - Individual Activity Records

  How do I manage Intervention/Assessment Keys for Billable Individual Activity Records? Administrators Intervention/Assessment Keys are how SETWorks refers to the keys used in activity records that collect quantitative data. Terminology can be ...