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  1. Once the work order is ready (status will be in AVL, available), select and drag employee(s) from the right side of the screen into the Standard Direct section of the work order.
  2. If needed, use the search option within the Unassigned section to narrow the list of employees to a specific group.


    Fig.4 Control Screen - Unassigned Employee Search

    FieldDescription
    TeamLists all teams (grouping of employees) that have been created from the Team Config screen.
    Work OrderEntering a work order will list all employee(s) that are working or have worked that order.
    EmployeeEnter search criteria to narrow the list of employees.
  3. To move multiple employees at once, click the names of the individuals in the Search Results section and then drag into the standard direct section.


    Fig.5 Control Screen - Selecting Multiple Employees

  4. Once the employees have been dragged into the standard direct section, an assignment ID will be auto generated for each individual. Each assignment ID will have an appended " -#", these are considered as child assignments. The status of the work order will turn to INP (in progress).
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    Fig.6 Control Screen - Adding Employees to Standard Direct
     
Note
titleNote
  • The header Assigned will display a number that represents the number of employees currently working a work order which is in a status of INP or In Progress.
  • The header Performance will display the performance % once the KVI values of the parent assignment have been entered and calculated by ProTrack Warehouse.

 

Adding Employees To Indirect Activity

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