Page History

The Daily Inquiry in ProTrack Warehouse is a valuable tool for performing validation of work performed; educating employees on engineered standards, ensuring delays are credited to the proper function, and to check employees for performance issues.

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.

To access the Daily Inquiry screen:

1. Log in to ProTrack Warehouse.
2. Select the Daily Inquiry tab under the Operations menu. The Daily Inquiry screen appears.
   
   

   image
   image DI.jpg title Fig.18 Daily Inquiry

Daily Inquiry Header Field Description

^{Table 4. Daily Inquiry Headers}

The following table represents the various statuses an assignment would be seen on the Daily Inquiry.

^{Table 5. Daily Inquiry Statuses}

Search Employee

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

To search for an employee:

1. Click to search an employee, the Search Daily Inquiry screen appears.
   
   

   image
   image Blank DI Search.jpg title Fig.19 Daily Inquiry - Initial Search

   
   
2. 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.

   
   
3. 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.20 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
   image Detailed DI.jpg title Fig.21 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
   title Tip
   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 did not work on Sunday.

Also contained within the bars are the Schedule start and end times:

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.

Trip Audit Report

To view the Trip Audit Report of an assignment:

1. Access the Daily Inquiry screen.
   
2. Search and display the employee information in Daily Inquiry screen.
   
3. Select the assignment(s) you want to generate report by selecting the Select check box of the assignment(s).
   
   

   image
   image Trip Audit Asgns.jpg title Fig.23 Daily Inquiry - Select Assignment for Trip Audit Report

   
   
4. Click to view the Report.
   
5. Select which Report Type you would like the report to appear and select .
   
   

   image
   image Report Type.jpg title Fig.24 Creating Trip Audit

   
   

   image
   image Sample Report.jpg title Fig.25 Sample of Trip Audit Report with multiple Assignments

   
   
6. You can export the report by clicking at the top left of the screen.
   
7. Select the format output for the report from the popup menu.
   
   

   image
   image Format.jpg title Fig.26 Report Format Selection

   
   

   Info
   title Info
   There are various format output types: Crystal Reports (rpt) PDF Excel Word Rich Text Comma Separated Values

   
   
8. You can also print out the report to a local printer by clicking .
   
   

   Note
   title Caution
   You must have a printer driver installed locally on the the computer you are trying to print from.

Work Assignment Tasks

If there are two or more tasks within a work assignment, you can view them by clicking on the link of the work assignment number.
To view the details of the tasks within an assignment:

1. Access the Daily Inquiry screen.
   
2. Search and display the employee information in Daily Inquiry screen.
   
3. The assignment is provided with a hyperlink.
   
   

   image
   image Hyperlink.jpg title Fig.27 Daily Inquiry - Select Assignment Hyperlink to Open Task Details

   
   
4. When you click the Assignment ID link, the Task Details screen appears with the details of the task within the assignment.
   
   

   image
   image Task Details.jpg title Fig.28 Daily Inquiry - Task Details

   
   

   Info
   title Info
   This table shows the Sequence number which shows the order in which the tasks occurred. The assignment ID is the assignment that the tasks took place in. The start time and end time is the start and end of each individual task. The Actual time spent on the task and the accumulated amount of time spent on tasks. The Std time spent on the task and the accumulated Std time.