Case Cart Burden

The Case Cart Burden file contains burden codes and associated data. You use the burden codes to assign a specific burden code and associated cost data to a template or case. A burden is a resource with a measurable cost assigned to a case. The measurable cost can be an indirect cost, assigned to but not directly related to a case. Examples of burden are salaries, equipment, services, and other resources with associated costs such as capital depreciation or building management. Job codes are a kind of burden code. A job code is an identifier assigned to a person working under a specific job description. Note: In the Burden file, the Job Code field contains burden codes. In a future release, the field name will be changed to Burden Code. System documentation refers to job codes when discussing codes sent from the Human Resources system. Users set up the Burden file by using a Human Resources interface procedure and using a manual burden entry procedure, described below. If you use the Human Resources interface, see the note below marked "Important." Manually add or delete burden code records using the manual burden entry form CX15.1 (Burden). Run HR206 (Job Code Listing) to create a comma separated values (CSV) file of job codes and related schedule, pay grade, cost range, and salary class information. Name the file JOBCSV or a user-defined file name, for loading into the Case Cart Burden file. Otherwise, use a third-party system to create a CSV file of human resources data for loading into this file. Be sure that the job code CSV file is in the $LAWDIR//interface directory. Run CX504 (HR Labor Import) to update the Case Cart Burden file with the CSV file of job code data. Program CX504 (HR Labor Import) passes all segments to the Burden file. For file layouts used to interface with the Human Resources system, see the Procurement Management Technical Guide. For more instructions to set up the Burden file, see "Defining Burden Codes" in the Case Carts Procedures Manual. Important: If your facility uses the Human Resources interface, do not add or change job codes on the burden entry form CX15.1 (Burden). In such cases, add or change job code information by using only the Human Resources system. Follow this approach to ensure that the newest job code data exists in the Burden file for display in the burden entry form. Be aware that whenever you run CX504 (HR Labor Import) you send job codes from the Job Code file to the Burden file and overwrite any matching job codes in the Burden file.

REFERENCED BY

AP125	AP126	AP131	AP20.1	AP20.2	AP20.3
AP20.4	AP20.5	AP20.7	AP21.1	AP23.1	AP25.1
AP25.2	AP26.1	AP27.1	AP30.4	API1.1	API2.1
MA41.1	MA41.2	MA41.4	MA41.7	MA43.1	MA43.2
MA43.3	MA43.4	MA43.6	MA43.7	MAI1.1	PO136
PO190	PO300	PO520	POCP.1	POI3.1	POII.1
POIJ.1

FIELD NAME	DESCRIPTION/VALID VALUES	UPDATED BY
CXB-JOB-CODE Element: Job Code	Alpha 9 This field contains a user-defined code for a type of job or burden that can be assigned to a preference template or case. Use the Human Resources system, where this code originates, to assign a specific job code to persons working under the same job description. Job codes are a kind of burden code. A burden is a resource with a measurable cost assigned to a case. The measurable cost can be an indirect cost, assigned to but not directly related to a case. Examples of burden are salaries, equipment, services, and indirect costs such as costs for capital depreciation or building management. Users assign these codes to templates and cases to record the associated resources and costs.
CXB-SCHEDULE Element: Schedule	Alpha 9 Schedule is the location information assigned to a burden code for a specific job. (Burden is a generic term for chargeable resources other than items, such as jobs (labor), fixed costs, depreciation of capital equipment, and so on.) Schedule data applies to job codes and to nonsalary burden codes as described below. When you run CX504 (HR Labor Import), the data passes from the Human Resources interface Job CSV file if the information is there; or you can add the data in CX15.1 (Burden). Schedule values can include employment locations for practitioners or for assistants or the inventory or noninventory locations of a piece of equipment.
CXB-PAY-GRADE Element: Pay Grade	Alpha 3 This field contains the pay grade of a grade range schedule associated with the burden code if for a specific job. The grade comes from the CSV (comma, separated file) made in the Human Resources system by HR206 (Job Code Listing) or in a third-party system.
CXB-BURDEN-TYPES Element: Burden Types	Alpha 1 This field defines whether the burden rate is an hourly rate, annual rate, flat fee, units, rental (hourly), or daily rental. For job codes imported from the Human Resources system, this value is typically A for Annual. Users can add this value using the burden entry form. The Case Carts system logic uses these values to decide which totals to update when adding a case: For all burden types, the Case Carts system logic updates the Total Burden cost in the Case Cart Preferences file and the Burden Cost for the case in the Case Cart Header file. In addition, for Hourly or Annual types, the Case Carts system logic also updates the Hourly Rate Total in the Case Cart Preferences file. For Unit, Flat Fee, Rental Hourly, and Daily Rental types, the Case Carts system logic also updates the Other Rate total in the Case Cart Preferences file. H = Hourly A = Annual F = Flat Rate U = Units R = Rental Hourly D = Daily Rental
CXB-ORIGIN-ID Element: Origin Id	Alpha 2 This field contains a valid system identifier for the system where the burden data originated. For example, HR indicates that the data came from the Human Resources system. This value is useful if you need to troubleshoot a problem with data. For example, if any data seems incorrect and the HR code appears, you can check the original Case Cart Burden file produced by HR206 (Job Code Listing) or check other Human Resources data files. HR = Human Resources HR206 CX = CX15.1 (Burden) TM = CX05.1 (Preference Template) CS = CX20.2 (Case Detail)
CXB-DESCRIPTION Element: Description	Alpha 30 (Lower Case) This field contains the burden code description. This value defaults to CX15.1 (Burden) when you select the burden code.
CXB-HR-COMPANY Element: Company	Numeric 4 This field contains the Human Resources company identifier. The field applies only to burden codes originating in the Human Resources system. This field identifies the Human Resources company assigned the job code. This value originates in the Job Code CSV file exported from the Human Resources system using HR206 (Job Code Listing) and imported to the Case Cart Burden file using CX504 (HR Labor Import). There is no relationship between a the HR company identifier for a burden code and the template or case company identifier. In addition to identifying the company originating the job code, this value tells which company records to check if there are problems with the data.
CXB-EFF-DATE Element: Eff Date	Numeric 8 (yyyymmdd) This field contains the effective date of the salary range for the job code. This value originates in the Human Resources system Job Codes file.
CXB-COMPANY Element: Company	Numeric 4 This field contains the company identifier. Valid values are Any Case Carts system company, defined in CX01.1 (Healthcare Company) with an equivalent Inventory Control company in IC01.1 (Company).
CXB-REQ-LOCATION Element: Req Location	Alpha 5 This field contains the location requisitioning items and receiving charges for the items. This location can be an inventory or noninventory location. This value appears as the to location on pick lists printed when you run CX100 (Pick List Print) and WH130 (Pick List Print). Valid values are A requesting location defined in RQ01.1 (Requesting Location) for the specified healthcare company.
CXB-MIN-SAL-RANGE Element: Max Sal Range	Signed 13.4 This field contains the minimum salary range for the job code. The Human Resources system uses steps in the HR206 (Job Code Listing) to calculate the minimum, mid-, and maximum ranges. Run CX504 (HR Labor Import) to import this value from the Human Resources system. Use the Salary Range field in CX01.1 (Healthcare Company) to indicate which salary range (minimum, mid-range or maximum) to copy to a template or case. The Case Carts system copies the value to the Rate field in CX15.1 (Burden) when you assign a burden code to a template or case. The Case Carts system logic uses this value to calculate the Hourly Rate total and Total Burden Cost in the Case Cart Preferences file and the Case Burden Cost total in the Case Cart Header file.
CXB-MID-SAL-RANGE Element: Max Sal Range	Signed 13.4 This field contains the middle salary range for the job code. The Human Resources system uses steps in the HR206 (Job Code Listing) to calculate the minimum, mid-, and maximum ranges. Use CX504 (HR Labor Import) to import this value from the Human Resources system. Use the Salary Range flag in CX01.1 (Healthcare Company) to indicate which salary range (minimum, mid-range, or maximum) to copy to the template or case. The Case Carts system copies the value to the Rate field in CX15.1 (Burden) when you assign a burden code to the template or case. The Case Carts system logic uses this value to calculate the Hourly Rate Total and Total Burden Cost in the Case Cart Preferences file and the Case Burden Cost total in the Case Cart Header file.
CXB-MAX-SAL-RANGE Element: Max Sal Range	Signed 13.4 This field contains the maximum salary range for the burden code. The Human Resources system uses steps in the HR206 (Job Code Listing) to calculate the minimum, mid-, and maximum ranges. Run CX504 (HR Labor Import) to import this value from the Human Resources system. Use the Salary Range flag in CX01.1 (Healthcare Company) to indicate which salary range (minimum, mid-range, or maximum) to copy to the template or case. The Case Carts system copies the value from the Rate field in CX15.1 (Burden) when you assign a burden code to a template or case.
CXB-PERCENTAGE Element: Percentage	Percent 3.0 (Percent) This field contains a factor assigned for additional costs such as benefits or hourly rate adjustments by shift. To import this value from the Human Resources system, run HR206 (Job Code Listing) followed by CX504 (HR Labor Import). The Case Carts system uses this value to compute labor costs for a case. The value must equal any whole number from 1 through 100.
CXB-QTY Element: Quantity	Signed 13.4 This field contains a units quantity used to price a burden. For example, the field can contain the number of units in a package. Use this field only for nonlabor burden types. The Case Carts system uses this value to calculate the Rate for Burdens tab in CX05.1 (Preference Template) or CX20.2 (Case Detail).
CXB-AMT-PER-UNIT Element: Intl Amt	Signed 18.2 This field contains the price per unit.
CXB-SCHEDULE-DESC Element: Description	Alpha 30 (Lower Case) This field contains the schedule description. (The schedule is location information assigned to a job code. The data passes from the Human Resources interface record or you can add it manually using CX15.1 (Burden).
CXB-ACCT-CATEGORY Element: Acct Category	Alpha 5 This field contains a valid account category as defined in the Activity Management system. Note: Use of the Activity Management system to track and report costs recorded in the Case Carts system is reserved for a future release.
CXB-ACTIVITY Element: Activity	Alpha 15 This field contains a valid activity code as defined in the Activity Management system. Note: Use of the Activity Management system to track and report costs recorded in the Case Carts system is reserved for a future release.
CXB-ATN-OBJ-ID Element: Obj Id	Numeric 12 This field contains a system-assigned identifier that provides access to data in related files.
CXB-STAFF-UTILIZ Element: Staff Utiliz	Alpha 1 1 = Surgery 2 = Pre-op 3 = Post-Op

CXBURDEN FILE INDEX

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