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The Schedules screen allows creating, viewing, editing, and deleting of schedules within ProTrack Warehouse. Functionality on this screen will vary depending on the user privileges.
To access the Schedules screen:
- Log in to ProTrack Warehouse.
- Select Schedules under the Employee menu. The Maintain Schedules screen appears.
image image Emp Sch.jpg title Fig.115 Maintain Schedule
Schedules
On each day, an employee in ProTrack Warehouse is assigned to a schedule. Schedules are used for the following purposes:
- Field Description
Field
Description
Schedule Name
...
Name for a schedule which can be alphanumeric and must be unique.
Facility ID
...
Facility
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Clock-In Time
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Start time for a schedule
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Duration of SOD
...
The duration length of the SOD.
which a schedule will be associated to.
Effective Date
Date which a schedule will be effective.
Expiration Date
Date which a schedule will expire.
Start Time
Start time of
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Break/Lunch Duration
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The duration length of the Schedule Activity.
a schedule.
End
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Time
End time of
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a schedule.
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Buffer
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Maintain Schedule
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Field | Description |
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WMS ID | ID must match the WMS ID config'd in PTW for the employee. |
Day of Week | Day of the week for this specific schedule. Values are in title case (i.e. Monday and NOT MONDAY). |
Schedule Name | ID must match the Schedule Name config'd in PTW. |
- To facilitate when an employee's work day starts and ends
- To automatically create lunch, breaks and other scheduled activities
- To create reporting breakpoints in the time continuum as an employee works throughout a week.
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Activity Type | Select the activity type from the list: Start of Shift = Start of day, End of Shift = End of day, Breaks/Lunch = Blank. |
Start Time | Enter the start time for this activity. |
Duration | Enter the duration in minutes or hours for this activity. |
TA Sourced | Start of Shift, Lunch, and End of Shift timestamps can be updated based on a Time and Attendance punch. If this activity timestamp maybe updated by Time and Attendance then select this option. |
TA Time Code | If the activity timestamp can be updated by Time and Attendance punch then select from the list what timestamp to accept: Start of Shift = Start Time, End of Shift = End Time, and Lunch = Lunch. |
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- To access the Maintain Schedule screen, select Schedules under the Employee menu.
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Maintain Schedule
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You can add a schedule(s) to an employee using the Maintain Schedule screen.
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The schedules can be searched for by providing the following search criteria in the Search Schedule screen:
- Schedule Name
- Effective Date
- To search for particular schedules:
- Click Search in the Maintain Schedule screen, the Search Schedule screen appears.
- To search for particular schedules, type the Schedule Name or click
and select the Effective Date.
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Maintain Schedule - Search Schedule
- To list the schedules with schedule names starting with a particular character, you can type the character and click Search. The Schedules starting with the given character are displayed in the 'Schedule Search Results' section.
- Click Search in the Search Schedule screen. The records matching the selected criteria are listed in the 'Schedule Search Results' section of the Maintain Schedule screen.
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- If no search criterion is specified all the records will be listed in the 'Schedule Search Results' section.
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Schedules can be viewed and edited from the 'Schedule Search Results' section in the Maintain Schedule screen.
- To view and edit a schedule:
- Search and list the schedules you want to view and edit in the 'Schedule Search Results' section by providing a search criterion (Refer Search Schedules).
- Click the selected schedule name link from the 'Schedule Search Results' section. The details of the selected schedule appear in the corresponding fields in the Maintain Schedule screen.
- Change the required fields (Facility, Schedule Name, and Schedule Buffer are not editable). You can change activity details in the 'Schedule Activities' section. To add new activities to the schedule, click the Select Activity link.
- Click Save to save the changes.
- When the Employee Schedule is updated mid-Work Schedule or Schedule Buffers overlap then two Work Schedules are created. To correct this issue delete the assignment from one Work Schedule, and either add a Delay for the duration of the assignments deleted or adjust the Schedule Start Time forward to adjust for the duration of the deleted assignments.
- If you have made the changes in the editable fields and do not want to save the details, click Reset before you save the changes.
- If you want to add a schedule at this point in time, Click Add to bring the Maintain Schedule screen to the Add mode.
- To delete the activities selected, select the delete checkbox of the corresponding activities and click on the Save button
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You can search and select activities by using the Search Activity screen.
The search criteria are:
- Activity Name
- Activity Type
To search for an activity:
1. Click Select Activity link in the Maintain Schedule screen. The Search
Activity screen appears.
2. Select or type Activity Type or Activity Name. The activities matching the
search criteria are listed in 'Search Results' section.
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4. Select the Select check box of individual activities in the list.
5. Click Submit, the selected activities are displayed in the 'Schedule Activities'
section.
- Schedule Activities can only include: Start of Shift (SOD), End of Shift (EOD), Breaks (Break 1, Break 2, etc), and Lunch.
- Start of Shift (SOD), and End of Shift (EOD) are required Schedule Activities with a Duration of at least one-minute.
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