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"SchedulesSchedule Types" are used in ProTrack Warehouse to define when an how long employee works and when break, lunches and end of the day should be applied in employee's work day starts and ends, and when he or she takes breaks and lunches. ProTrack uses Schedules Scheduled Activities to automatically allocate time for these daily activities that are typically not captured or recorded by any other host systems (such as WMS). These scheduled activities may include:

• Start of Shift
• Breaks (1 or more)
• Lunch
• End of Shift

A single employee may work different Schedules on different days - this day-to-day configuration is set up using a Schedule Group.
 

Maintaining Schedules

Schedule Type

The Schedule Type The Schedule screen allows creating, viewing, editing, and deleting of schedules schedule types within ProTrack Warehouse. Available operations on this screen will vary depending on the user privileges.

To access the Schedule Type screen:

1. Log in to ProTrack Warehouse.

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

    
   
   

   Maintain Schedule Type Field Description

   Field	Description
   Schedule

   Name

   Type	Name for a schedule type which can be alphanumeric and must be unique.

   Facility

   Facility 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 a schedule.

   End Time

   End time of a schedule.

   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 the activity can be updated by Time and Attendance then select the check box that corresponds to the activity.

   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.

   ^{Table 1. Maintain Schedule Descriptions}

Adding a Schedule

To add a schedule:

1. Duration	The length of schedule i.e how many hours employee will be working in a single day.
   Max Duration	The maximum number of hours in a single day.
   Add	To refresh the screen to add a new schedule type.
   Delete	Delete schedule type.
   Clear	Delete any unsaved changes to schedule type.
   Save	Save schedule type

   ^{Table 1. Schedule Type Descriptions}

Adding a Schedule Type

To add a schedule type:

1. Type the schedule type Type the schedule name. This cannot be changed once the schedule type is saved, so it is recommended you use a descriptive name that will not change over time.
2. Select the facility for which the Schedule will be used from the drop down list.
3. Click _{Image Removed} to set the effective date and expiration date Enter the duration of the schedule type in HH:mm format.
4. Enter the start and end times max duration of the schedule .

   Info
   title Info
   Users familiar with earlier versions of ProTrack Warehouse may note the absence of the Start and End buffer values on this screen. As of version 7.4.4, buffers are no longer explicitly configured for each Schedule, but rather are derived automatically at the time of work schedule creation. For an explanation on how this works, see the Data Processing chapter in the ProTrack Warehouse User Manual.

   Click 'Select Activity' link. Select an activity from the popup window.
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   ^{Fig.2 Maintain Schedule - Adding A Schedule}

    

   Select the Activity Type from the drop down list. For breaks select the blank and for start or end of shift select those items accordingly.
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   ^{Fig.3 Maintain Schedule - Select Activity Types}

    

5. Type the start time and duration for each activity.

   Tip
   title Tip
   For the end of shift activity, be sure the entered start sime is X minutes prior to the schedule's end time, where X is the Duration of the end of shift activity.

6. type in HH:mm format

7. Click Image Added. Start of Shift Layout will popup.
   
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   ^{Fig.2 Schedule Type - Adding A Start of Shift}
   

   
   

8. Activity Type will be automatically populated based on Activity Configuration.

9. Activity Name will be automatically populated based on Activity Configuration.

10.  Key in Duration.

11. Click Image Added Activity layout will popup.
    
    Image Added
    ^{Fig.3 Schedule Type - Add Activity}
    

    
    

12. Select Activity Type from drop down.

13. Select Activity Name from drop down.

14. Key in Duration.

15. Click Image Added to select HH:mm to apply activity after so many hours in the day.

16. Enter a window of time that ProTrack will try to apply the activity in the day by clicking Image Added

17. Click Image Added Activity layout will popup to enter any additional activities.

18. Click Image Added End of Shift layout will popup.
    
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    ^{Fig.4 Schedule Type - Add End of Shift Activity}
    

    
    

19. Activity Type will be automatically populated based on Activity Configuration.

20. Activity Name will be automatically populated based on Activity Configuration.

21. Key in Duration.

22. Click Image Added  to save the schedule type

    Scheduled activities may be 'TA-Sourced', meaning their times may be adjusted by a Time & Attendance import file. Select the check box for any scheduled activities which may be adjusted by a TA import file. Breaks, Lunches, Start of Shift, and End of Shifts may all be TA-sourced.
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    ^{Fig.4 Maintain Schedule - TA Sourced Activities}

     

    Click _{Image Removed} to save the schedule.

    Info
    title Info
    Start of Shift and End of Shift must have at least a 1-minute duration. Schedule Activities can only include: Start of Shift (SOD), End of Shift (EOD), Breaks (Break 1, Break 2, etc), and Lunch. To delete the activities selected, select the delete check box of the corresponding activities and click Image Removed. Once a Schedule has assignments associated to it, the Schedule cannot be deleted.

...

1. Schedule Type Activities can be deleted individually through their popups by clicking Image Added

   
   

Searching Schedule Type

To search for particular schedules:schedule types:

1. The screen loads with the Search at the top of the page.
   
   Image AddedClick _{Image Removed} in the Maintain Schedule screen and a popup window appears.
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   ^{Fig.5 Maintain Schedule - Search Schedule}

    

   
   

2. To search for particular schedules, type the Schedule Name or click _{Image Removed} to select the Effective Date.Duration.

3. Click Image Added  in the Search section Click _{Image Removed} in the Search Schedule screen. The records matching the selected criteria are listed in the 'Schedule Search Results' section of the Maintain Schedule screen.

   Tip
   title Tip
   To list the schedules with schedule names starting with a particular character, you can type the character and click Image Removedclick Image Added . The Schedules starting with the given character are displayed in the 'Schedule Search Results' section. If no search criterion is specified, click Image Added and all the schedules will be listed in the 'Schedule Type Search Results' section.

Viewing and Editing

...

Schedule Types

To view and edit a schedule type:

1. Search and list the schedules schedule types you want to view and edit in the 'Schedule Type Search Results' section by providing a search criterion.

2. Click the selected schedule name link from the 'Schedule Search Results' section. The details of the selected schedule type appear in the corresponding fields in the Maintain Schedule Type screen.
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   ^{Fig.6 Maintain Schedule Type - Schedule Search Results}

    

   
   

3. Change the required fields (Facility and Schedule Name are not editable). You can change activity details in the 'Schedule ActivitiesType' section. To add new activities to the schedule, click the Select Add Activity linkicon.

4. Click _{Image Removed} to Click Image Added  to save the changes.

   Info
   title Info
   If you have made the changes in the editable fields and do not want to save the details, click Image Removed before click Image Added before you save the changes. If you want to add a schedule at this point in time, click Image Removed click Image Added  to bring the Maintain Schedule screen to the Add mode. To delete the activities selected, select the delete check box of the corresponding activities and click on the Image Removed Image Added  button.