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The Daily Inquiry screen helps you to see the current performance of an employee. In addition to providing visibility of an employee's workday, this screen provides several additional features for approving, reshuffling, changing, adding or deleting work from the employee's past or present workday.

This section mentions the abbreviations that are present in The following table represents the various statuses an assignment would be seen on the Daily Inquiry screen.

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.

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To view an employee's details in the Daily Inquiry screen, the employees can be searched for by providing the following search criteria in the Search Daily Inquiry screen:

  • Schedule Date – Past date or current date
  • First Name
  • Last Name
  • Facility Name

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  1. Click to search an employee, the Search Daily Inquiry screen appears.
    image
    imageBlank DI Search.jpg
    titleFig.3 Daily Inquiry - Initial Search


  2. Type or select search criteria as required. Criteria fields are Schedule Date, First Name, Last Name, or Facility.
    Tip
    titleTips
    • 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 Image Modified 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.

  3. Click Image Modified 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
    imageDI Search.jpg
    titleFig.4 Daily Inquiry - Search


  4. You can also filter your search results by selecting any of the column header links.

  5. Click the selected employee ID link. The weekly view, schedule, and assignment details of employee will be displayed.
    image
    imageDetailed DI.jpg
    titleFig.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.
    Tip
    titleTip

    The centered date matches the "Schedule Date" in the center section below.

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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

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In the following screenshot, the employee was scheduled to start at 51:00 ap.m. but didn't actually start working until 62:00, so it is necessary to adjust the Schedule start time by an hour. To fix this, click on the blue bar representing the current day's work schedule.

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On the left side, enter the new Start Time of 2:00 PM, and click the Image Modified button. The D.I. refreshes with the new Schedule start time of 2:00 PM. Note the

Info
titleInfo

The blue bar has shifted to the right by an hour and the Start of Shift activity now has a Start Time of 14:00:00.


image
imageUpdated Schedule.jpg
titleFig.9 Daily Inquiry -- After Edited Schedule Start Time

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