Page History

The Schedule screen allows creating, searching, viewing, and expiring schedules. A schedule consists of a group of configured schedule types with or without start time that can be assigned to multiple employees simultaneously. Available operations on this screen will vary depending on the user privileges.

To access the Schedule screen:

1. Log in to ProTrack Warehouse.

2. Select Schedule under the Employees menu. The Schedule screen appears.
   
   
   ^{Fig.1 Schedule} 

   
   

   Schedule Field Descriptions

   Field	Description
   Schedule Name	Specify a unique Schedule Name, which is alphanumeric. (Combination of Alphabets and Numbers)
   Effective Date	Date the Schedule becomes Active.
   Status	Status of Schedule, Active or Inactive.
   Schedule Type	Schedule Type assigned to the Schedule.
   Description	Schedule Description
   Start Time	Schedule Start Time. If Start Time is not entered then the first assignment of the day will be used to determine the employee's schedule Start Time.
   Use Start Time only for Labor Planning Checkbox	If this checkbox is selected then the entered start time will be used to determine the employee's schedule Start Time in labor plan. If not selected then the entered Start time will not be used for determining employee's schedule Start Time.
   Add Button	This is used to create a new Schedule.
   Save	Save the changes to an existing or new Schedule.
   Delete	Delete an existing Schedule.

   ^{Table 1. Schedule Descriptions}
   
   

3. Click  button to define a Schedule Type and Start Time for each week. Week layout will popup.

              ^{Fig. 2 Weekly Schedule} 

          4. Click  button to define a Schedule Type and Start Time for each day. Day layout will popup .  

             ^{Fig. 3  Daily Schedule} 

          5. Click on button to collapse the Daily view.

          6. Click on to configure Schedule for multiple weeks.   

             ^{Fig. 4 Add multiple Weekly Schedules}           

Adding Employee To Schedule 

To add Employees to Schedule:

1. Click  button to search employee(s). 

            ^{Fig 5 Add Employee to schedule}           

       2. Click on icon to add additional filter options.

•  Click on will open Filter Criteria popup.
•  will add the selected filters for searching the employees.

          ^{Fig. 6 Employee Search Filter popup}          

  3. Select the employee(s) and drag to schedule section

^{Fig.7 Drag and Drop Employee to assign to a schedule}

4. Enter the effective date from when the schedule will be effective for the employee.

^{Fig. 8 Assign Employee Date to Schedule}

5. Employee row will be created in the Schedule Section. icon means that the employee schedule is effective in future.

^{Fig.9 Assign Employee to Schedule}

6. Click on Save button to save the employee schedules.

7. Employee's Schedule Details will be shown in the Employee Details section on right hand side.

Searching Schedules

To search for schedule:

1. Click  in the Schedule screen
   
   
   ^{Fig.11 Schedule - Searching Schedules}

   
   

2. Type or select any of the search criteria: Schedule Name, Description, or Include inactive.
    

3. Click  in the Search Schedule section. The records matching the selected criteria are listed in the 'Schedule Search Results' section of the Schedule screen.
   
   
   ^{Fig.12 Schedule - Search Results} 

   
   

4. Click on the Schedule Row to view the details in Schedule Section.
   
   

Schedule History:

1. Changing Schedule Details like effective Date, Schedule Type, Start Time (at both schedule level or weekly or daily level) will automatically create the schedule history.
2. History Section will give the Schedule History Details

             ^{Fig.13 Schedule History}

     3. History Section is divided in 3 sub sections - Past, Current and Pending.

• Past Section will show the schedules Effective Date and Expiration Date in the past. 
• Current Section will show the effective date of the schedule effective currently. 
• Pending Section will show details of the schedule effective in future (if any).
• Clicking on Details button will show the schedule details during that time.