Page History
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Abbreviation | Expansion and Description |
|---|---|
ADD | Addition – An assignment pending reshuffle. |
CAL | Calculating – Standard calculation for an assignment is currently processing. |
COM | Completed – An assignment that was completed by an employee and has been fully processed. |
ERR | Error – An assignment that was completed by an employee but could not be slotted into the work schedule. |
GRP | Group – Multiple pre-downloaded assignments worked simultaneously. ProTrackWarehouse groups them together as a single work assignment. |
HLD | Hold – Assignment is placed on hold. |
KVI | Key Volume Indicator – An assignment waiting for KVI values to be entered. Example of KVI is number of pallets or number of cases. |
Table 2. Daily Inquiry Abbreviations
To access the Daily Inquiry screen:
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- Click
to search an employee, the Search Daily Inquiry screen appears. image image Blank DI Search.jpg title Fig.3 Daily Inquiry - Initial Search - Type or select search criteria as required. Criteria fields are Schedule Date, First Name, Last Name, or Facility.
Tip title Tips - To list the employees with First Name or Last Name starting with a particular character, type the character and the employees starting with the given character are displayed in the 'Search Results' list.
- Click
and select Schedule Date to list the employees for the selected schedule date. Click Search in the Search Daily Inquiry screen. The records matching the selected criteria are listed in the 'Search Results' section of the Search Daily Inquiry screen.
- Click in the Search Daily Inquiry screen. The records matching the selected criteria are listed in the "Search Results" section of the Search Daily Inquiry.
image image DI Search.jpg title Fig.4 Daily Inquiry - Search - You can also filter your search results by selecting any of the column header links.
- Click the selected employee ID link. The weekly view, schedule, and assignment details of employee will be displayed.
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image Detailed DI.jpg title Fig.5 Daily Inquiry - Detailed View of an Employee's Daily Activity
At the top of the screen resides a graphical view of the employee's weekly schedule. The current day being viewed is always in the center, with 2 days prior on the left, and 2 days following on the right. Note that the centered date matches the "Schedule Date" in the center section below.
The yellow and dark blue bars illustrate the employee's schedules on each day. The yellow bar represents the schedule the employee was assigned to work. The blue bar represents the actual schedules the employee worked. Only days containing actual work schedules will have a blue bar. In the screenshot above, you can see that the employee was assigned to a schedule all 5 days (Saturday through Wednesday), but only worked Sunday through Wednesday.
Also contained within the bars are the Schedule start and end times:
Daily Inquiry – Weekly View – Schedule Start and End Times Within the Graphs
The date currently being viewed has a hyperlink. Clicking on this enables you to edit the Schedule's start and end times manually. This is useful when the employee did not work the schedule to which they were assigned. The following section describes this process.
Editing Schedule Start or End Times
Configuring employee Schedules in ProTrack provides a pretty good approximation of when employees will be working, but aren't perfect because employees may come in early or late, and likewise may leave early or late. In such cases, it's often necessary to adjust the scheduled start and end times, with the employee's actual start and end times. This is accomplished using either a Time and Attendance data feed (see Section 5.2 in the ProTrack Configuration Manual), or by editing the times manually.
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