Every quarter, it is important to review certain aspects of the Operations module to ensure that all items are set up correctly and that Scheduling details are accurate and up-to-date.


This article reviews the following:

  • Item Setup
  • Labor Setup



Item Setup


Item costing issues typically stem from improper setup of items and units, which leads to inaccurate invoices. Use this Wellness Check Workbook to validate UofM, Category, and Purchase Item Setup.


If multiple items have errors, please check out how to clean up your item setup or consider booking a consultation with one of our Experts.



Labor Setup


If your organization uses R365 Scheduling, check for the following: