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To access the Maintain Shifts screen:

  1. Log in to ProTrack Warehouse.

  2. Select Shifts under the Employees menu.The Maintain Shifts screen appears.
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    Image Added
    Fig.1 Maintain Shifts

     

    Maintain Shifts Field Description

    Field

    Description

    Shift Name

    As it will appear on reports.

    Facility

    The facility this shift is related to.

    Shift Description

    Detailed description relating to the shift.

    Table 1. Maintain Shifts Descriptions
    Maintain Shifts Tabs
    DescriptionDisplays the details of the Displays the schedules assigned to the selected

    Tab

    Shift Start TimeKey in a start time for the shift.

    Assign Schedule

    Shift End TimeKey in an end time for the shift.

    Table 21. Maintain Shifts Tabs

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  1. Descriptions

Adding New Shifts

To add a new shift:

  1. Type the Shift Name.
  2. Select the facility name from the drop down list.
  3. Type any Shift Descriptions in the text area.Image Removed
    Fig.2 Maintain Shifts - Add New Shift

     

    Click 'Assign Schedule' tab.
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    Fig.3 Maintain Shifts - Assign Schedules

     

    Click the 'Select Schedules' and a popup window appears listing all the schedules.
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    Fig.4 Maintain Shifts - Selecting Schedules

     

    Search for the appropriate schedule(s) by providing the schedule name or facility. The corresponding schedules are listed.
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    Fig.5 Maintain Shifts - Schedules List

     

    Select the check box of each schedule you want to associate to the shift.
    Tip
    titleTip
    • To select all the schedules in the 'Search Results', select the Select check box and all the schedules are selected.
    Click Image Removed to assign the selected schedules to the shift. The selected schedules are listed in the 'Shift Schedules' list in the Maintain Shift screen.
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    Fig.6 Maintain Shifts - Add Schedules
  4. Type or click Image Added to select a shift start time.

  5. Type or click Image Added to select a shift end time.

    Image Added
    Fig.2 Maintain Shifts - Add New Shift

     

  6.  

    Tip
    titleTip
    • If you do not want to save a Schedule associated to a shift, select the Delete check box of the corresponding Schedules and click on Save.
    Click  to save the Shift.

 

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To search for particular shifts:

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ype a shift name or select a facility from the drop down list.

  1. Click Image Added in the Maintain Shifts screen and results will display below.

    Tip
    titleTip
    • Type the first character of a shift to list all the shifts starting with that particular character. For example, to search the shifts starting with the character 'M', enter 'M' in the Shift Name field to list shifts such as 'Morning Shift', 'MidShift' and so on.
    • If no search criteria are specified all the activities will be listed in the 'Shift Search Results' section.
    Click Image Removed in the Search Shift screen. The records matching the selected criteria are
    • listed in the 'Shift Search Results' section
    of the Maintain Shift screen
    • .

 

Viewing and Editing Shifts

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  1. Search and list the Shifts you want to view and edit in the 'Shift Search Results' section by providing a search criteria.
  2. Click shift name link from the 'Shift Search Results' section to edit a particular shift. The details of the selected shift appear in the corresponding fields in the Maintain Shifts screen.
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    Fig.8 3 Maintain Shifts - View Shift

     

  3. Change the required fields.

    To delete schedules assigned to the shift, select the check box of each schedule and click the Image Removed button
    Info
    titleInfo
    • The field Shift Description is editable and but the Shift Name field is not.
    • The Facility list is not available if schedules are associated with the shift.
  4. To assign schedules to the existing shift, click the Assign Schedule Tab.
    • , Start Shift Time, and End Shift Time are editable.
  5. Click  to save the changes.

    Info
    titleInfo
    • If you have made the changes in the fields and do not want to save the details, click Reset before you save the changesdo not click Save and reload the shift.
    • If you want to add a shift, click Add to clear the fields and to bring the screen to add mode.