The Discipline Accountability Config in ProTrack Warehouse defines discipline accountability criteria plans for employees. An employee can be assigned to one or more discipline accountability plans.
To access the Maintain Discipline Accountability Plan screen:
Select Discipline Select Accountability Config on the Configuration menu. The Maintain Discipline Accountability Plan screen appears.
Fig.1 Maintain Discipline Accountability Plan
Maintain Discipline Accountability Plan Tab Descriptions
Tab | Description |
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Accountability Plan | Displays the information defined for |
an accountability plan. | |
Steps | Displays the number of steps defined and decay types. |
Criteria | Displays the defined criteria for |
an accountability plan. | |
Plan Type | Displays the content type of the |
accountability plan. The plan can be for employee or work cell. | |
Activity | Displays the specific activities assigned to this plan. |
Table 1. Maintain Discipline Accountability Plan Tab Descriptions
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To add a Discipline an Accountability Plan:
Type the number of days for the Review Period.
Fig.2 Maintain Discipline Accountability Plan - Adding Plan
Discipline Accountability Plan Field Descriptions
Field | Description |
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Plan Name | Type |
an Accountability 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. |
Accountability 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 |
accountability. |
Accountability on Learning Curve | If checked, employees on learning curves will be |
accounted as well as those who are not on a learning curve. |
Table 2. Discipline Accountability Plan Field Descriptions
Click the 'Steps' tab to assign discipline accountability steps to the plan.
Fig.3 Maintain Discipline Accountability Plan - Discipline Accountability Steps
Steps Field Descriptions
Field | Description |
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Incent on |
Accountability 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 |
accountability. | |
Fixed Duration | Type the decay duration in days. This represents how long a step level will take to decrement one level. |
Table 3. Steps Field Descriptions
Click 'Add New Step' link and a popup screen appears.
Fig.4 Maintain Discipline Accountability Plan - Adding New Step
Fig.5 Maintain Discipline Accountability Plan - Adding Steps
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 Accountability Plan screen.
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Type in the number of days for a step level to decay in the Fixed Duration field.
Fig.6 Maintain Discipline Accountability Plan - Step Levels
Click 'Criteria' tab to assign thresholds to the plan.
Fig.7 Maintain Discipline Accountability Plan - Criteria
Criteria Field Descriptions
Field | Description |
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Minimum Hours Requirement | Type the minimum hours required for an employee to be eligible for |
accountability. | |
Performance Threshold | Type the expected performance, using 100% baseline in percentage, an employee must maintain. Employees with a performance below this threshold (not at it) will be flagged for |
accountability. | |
Quality Threshold | If this check box is selected, quality will also be considered when determining if an employee will be |
accounted. | |
No. of Errors | Type the number of acceptable errors for the plan. If the number of errors an employee has is more than (not equal to) this value, they will be flagged for |
accountability. | |
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 4. Criteria Field Descriptions
Find and highlight the activities that will be considered for disciplineaccountability. Select the 'Add' arrow to move the activities into the 'Included Activities' section.
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Click 'Plan Employee' tab to assign employees to the plan.
Fig.8 Maintain Discipline Accountability Plan - Assign Employees
Click 'Select Employee' link and the Select Employee screen appears.
Fig.9 Maintain Discipline Accountability Plan - Select Employees
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.
Fig.10 Maintain Discipline Accountability Plan - Selected Employees
Click to save the plan.
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To search for particular discipline accountability plans:
Click in the Maintain Discipline Accountability Plan screen and the Search Discipline Accountability Plan screen appears.
Fig.11 Maintain Discipline Accountability Plan - Search Discipline Accountability Plans
Type the Plan Name or click to select an Effective Date.
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Click in the Search Discipline Accountability screen. The records for the selected criteria are listed in the ‘Discipline ‘Accountability Search Results’ section.
Fig.12 Maintain Discipline Accountability Plan - Search Results
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To view and edit the discipline accountability plans:
Click the Plan Name link from the ‘Discipline ‘Accountability Search Results’ section. The details of the discipline accountability plan appear in the corresponding fields in the Maintain Discipline Accountability Plan screen.
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To Delete Steps in a plan:
To delete Employee(s) from a Discipline an Accountability plan :
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To delete the discipline accountability plans:
Click and the selected discipline accountability plans are deleted.
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