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1. Log in to ProTrack Warehouse.
2. Click the Discipline Config tab on the Maintenance menu. The Maintain Discipline Plan screen appears.
   
   

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   image MDP.jpg title Fig.280 301 Maintain Discipline Plan

   
   Maintain Discipline Plan Tab Descriptions

   Tab	Description
   Discipline Plan	Displays the information defined for a discipline plan.
   Steps	Displays the number of steps defined and decay types.
   Criteria	Displays the defined criteria for a discipline plan.
   Plan Type	Displays the content type of the discipline plan. The plan can be for employee or work cell.
   Activity	Displays the specific activities assigned to this plan.

   ^{Table 78. Maintain Discipline Plan Tab Descriptions}

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1. Type the Plan Name.
2. Click to select the Effective Date.
3. Type the number of Discipline Buffer Days.
4. Type the number of days for the Review Period.
   
   

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   image MDP New.jpg title Fig.281 302 Maintain Discipline Plan - Adding Plan

   
   Discipline Plan Field Descriptions

   Field	Description
   Plan Name	Type a Discipline name, which is alphanumeric (Combination of Alphabets and Numbers).
   Effective Date	Date which the plan will become effective. Effective Date defaults to tomorrow's date. Past Dates cannot be selected.
   Discipline Buffer Days	Number of days after the review period is over before the calculation is run. This allows clerks to enter any missing delays or indirects before the plan runs.
   Review Period	Defines the number of days that will be reviewed for discipline.
   Discipline on Learning Curve	If checked, employees on learning curves will be disciplined as well as those who are not on a learning curve.

   ^{Table 79. Discipline Plan Field Descriptions}
   
   
5. Click the 'Steps' tab to assign discipline steps to the plan.
   
   

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   image MDP Steps.jpg title Fig.282 303 Maintain Discipline Plan - Discipline Steps

   
   Steps Field Descriptions

   Field	Description
   Incent on Discipline Step	Select this check box if you want to provide a recommended step level.
   Step Level	Type the steps below which an employee would be considered for incentive.
   Fixed Duration	Type the decay duration in days. This represents how long a step level will take to decrement one level.

   ^{Table 80. Steps Field Descriptions}
   
   
6. Click 'Add New Step' link and a popup screen appears.
   
   

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   image MDP New Step.jpg title Fig.283 304 Maintain Discipline Plan - Adding Steps

   
   
7. Type the Step Level and Step Name and click . The step level and step name are updated in the Level and Name fields in the Maintain Discipline Plan screen.
   
   

   Tip
   title Tip
   To delete Steps, click Delete check box next to the step level.

   
   
8. Type in the number of days for a step level to decay in the Fixed Duration field.
   
   

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   image MDP Step Levels.jpg title Fig.284 305 Maintain Discipline Plan - Step Levels

   
   
9. Click 'Criteria' tab to assign thresholds to the plan.
   
   

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   image MDP Criteria.jpg title Fig.285 306 Maintain Discipline Plan - Criteria

   
   Criteria Field Descriptions

   Field	Description
   Minimum Hours Requirement	Type the minimum hours required for an employee to be eligible for discipline.
   Performance Threshold	Type the expected performance, in percentage, an employee must maintain.
   Quality Threshold	If this check box is selected, quality will also be considered when determining if an employee will be disciplined.
   No. of Errors	Type the number of acceptable errors for the plan.
   Measured As	Type the threshold error Percentage and select Units as the UOM.
   Rolling Average	Type the Rolling Average and select Days as the duration.

   ^{Table 81. Criteria Field Descriptions}
   
10. Type in the minimum required hours.
11. Type in the expected performance in percent.
12. If quality will also be considered, type in the number of errors, percent of errors, or rolling average.
13. Find and highlight the activities that will be considered for discipline. Select the 'Add' arrow to move the activities into the 'Included Activities' section.
    
    

    Info
    title Info
    Selecting the Independent Criteria for Home Activities check box will separate the performance and quality expectations for Home vs Non-Home activities. This allows employees to be held to a different expectation in what is considered their Home activities. Each employee's Home activities are configured in Employees.

    
    
14. Click 'Plan Employee' tab to assign employees to the plan.
    
    

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    image MDP Emps.jpg title Fig.286 307 Maintain Discipline Plan - Assign Employees

    
    
15. Click 'Select Employee' link and the Select Employee screen appears.
    
    

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    image MDP Select.jpg title FIg.287 308 Maintain Discipline Plan - Select Employees

    
    
16. Search for the employees from the list and click the check box next to the name.
17. Click and the selected employees will be populated in the 'Select Employee' section. To remove an employee from the plan, select the Delete check box next to the name.
    
    

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    image MDP Assign Emps.jpg title Fig.288 309 Maintain Discipline Plan - Selected Employees

    
    Click to save the plan.

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1. Click in the Maintain Discipline Plan screen and the Search Discipline Plan screen appears.
   
   

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   image MDP Search.jpg title Fig.289 310 Maintain Discipline Plan - Search Employees

   
   
2. Type the Plan Name or click to select an Effective Date.
   
   

   Tip
   title Tips
   To list Discipline Plans with names starting with a particular character, enter the character into the field. For example, to search discipline plans starting with the character 'C', enter 'C' in the Plan Name to list discipline plans with names starting with C. If no search criteria are specified all the discipline plans will be listed in the 'Discipline Search Results' section.

   
   
3. Click in the Search Discipline screen. The records for the selected criteria are listed in the 'Discipline Search Results' section.
   
   

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   image MDP Results.jpg title Fig.290 311 Maintain Discipline Plan - Search Results

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