PTW 2012Q2 Release Notes

CURRENT VERSION 2012Q2.1, PRIOR RELEASE: 7.7.0
 

Supported Web Browsers

• Internet Explorer 9.0 and later
• Firefox 8.0 and later

Updates to Existing Functionality

Kiosk

1. Kiosk has undergone a completely new re-design which incorporates increased speed both on the front end and background processes. Functionality of the kiosk remains the same as previous versions (i.e., splitting assignments from holding/resuming, multiple employees signing into the same assignment, or grouping individual assignments). 
    
2. The UI has been updated to be more user- friendly with minimal clicks. Each user no longer has to sign into ProTrack each time he/she needs to start or end an assignment. Only one user (typically a supervisor) will log into ProTrack to allow use of the kiosk. Associates will then enter in their employee IDs and start assignments as needed.  A specific KIOSK role and ID should be created to limit the menu options for the KIOSK user.
    
3. Start button has been removed from the kiosk screen. As soon as the assignment has been created, entered, or scanned, ProTrack will automatically start the assignment.
    
4. A configurable timer has been introduced to display how much time the user has before ProTrack will automatically sign out the associate allowing a quicker turn around for the next user. 
   
   
   ^{Fig.1 Kiosk - Countdown Timer}
    
5. Associates can now enter in delays through the Kiosk. When the “Delay” button is clicked, a mini-DI will popup and the associate can select which assignment to apply a delay to, what type of delay to apply, and the duration of the delay.
   
   
   ^{Fig.2 Kiosk - Adding Delays}
    
6. Supervisor authorization for delays has been incorporated to ensure associates are entering in appropriate delays. This authorization is configurable for each Delay.
    
7. The “Undo” button was added, which returns the assignment back to available status if an associate accidentally signs into the wrong assignment.
    
8. KVI entry has been improved in speed and also to allow multiple entries in a grid style manner.
   
   
   ^{Fig.3 Kiosk - KVI Entry}
    

Daily Inquiry

1. Assignments in “APR” status (Approval Required) will now appear at the top of an employee’s “DI” screen.
   
   
   ^{Fig.4 DI - Supervisor Approval}
    
2. An “APR” approval button and popup screen has been added to the “DI” screen.
   
   
   ^{Fig.5 DI - Supervisor Approval}
    

Employee

1. For Kiosk functions, an employee authentication flag has been added to allow an employee to use Kiosk without any password.
   
   
   ^{Fig.6 Employee - Kiosk Authorization}
    

Activity

1.  Configuration changes have been made to allow Kiosk KVI entry to occur during KIOSK entry when an assignment is started, or ended.
    
2. Supervisor approval checkbox has been added to require approval (delays only).
   
   
   ^{Fig.7 KVI Entry}
    

Alerting

1. Alerting has been updated and restructured making it a very powerful tool that can warn management of low performance, utilization, or effectiveness via email. Each alert can be configured using various criteria, and the frequency at which the alert is triggered can be setup hourly, daily, or weekly.
    
2. Alerts will be pre-configured to notify specified users of upcoming license expiration or if number of active users are within a certain percentage of contracted users.
    
3. Firewall changes are required to utilize the Alerting engine. The TZA ProTrackSupport Email account is required to be accessed from the ProTrack Application. Configuration will be provided during upgrade.
   
   
   ^{Fig.8 Alerting}

Reports

1. Reports now use the Jreports engine instead of Crystal Reports. The reports have a fresh new look which makes the report much easier to read.
    
2. Certain performance reports will display a number of errors during a specified date range to inform the user if the report contains bad data.

Dashboard

1. Dashboard now uses the Jreports engine. The dashboard displays pertinent information, such as performance, utilization, productivity, by facility. The dashboard can be tailored to the user’s preferences to display only their facility or region. Drill down capabilities allows greater detail about each facility to determine which are improving or worsening.

Schedules

1. Effective date of hire will default to day of week Monday when the user is creating a new employee.
    
2. Minimum activities of SOD and EOD are required when creating a new schedule.
    
3. Schedules are required when creating a new schedule group variant.
    
4. Every new employee requires an assigned schedule group before the employee is created.
    
5. Guardrail to prevent same day of week schedules to overlap in time. For example, an employee will have split schedules on Monday, therefore two day of week schedule variants must be created. The schedules selected for these two variants cannot overlap in time.
    
6. Effective date of a newly created schedule group and the associated variant 1 will have a default value of 1/1/1990.
    
7. A button that will create all 7 day of week schedules in a schedule group variant has been added. Each day will have the same schedule selected as the first day of week and each schedule can be changed by the user if desired.

Bug Fixes

• (SUP-1561)  When the End of Shift is configured as Standard Direct, the EOD would be taken as a work assignment and would be sequenced within the employee’s day. Then anytime reshuffle was triggered, ProTrack would create an EOD causing multiple EODs to be assigned to one work schedule.
• (PTW-2035)  Fixed the issue where the non adjusted start time would not display properly in the task details for grouped assignments.
• (PTW-2045) Fixed the issue where home activities could not be set in the employee work info screen.
• (PTW-2048) Fixed the issue when deleting split assignments found within the same DI and then recalc the DI, the deleted assignments would come back to COM status.
• (PTW-2050) Fixed the exporting speed of XYZ components.
• (PTW-2052) Fixed the issue where assignments would err out during import due to a comparison of characters to integers.

Patches

• 2012Q2.2
• 2012Q2.3