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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:

1. Log in to ProTrack Warehouse.

2. 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

   Discipline

   Accountability Plan

   Displays the information defined for

   a discipline

   an accountability plan.
   Steps	Displays the number of steps defined and decay types.
   Criteria	Displays the defined criteria for

   a discipline

   an accountability plan.
   Plan Type	Displays the content type of the

   discipline

   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}

Adding

...

Accountability Plan

To add a Discipline an Accountability Plan:

1. Type the Plan Name.
2. Click  to select the Effective Date.
3. Type the number of Discipline Accountability Buffer Days.

4. Type the number of days for the Review Period.
   
   
   ^{Fig.2 Maintain Discipline Accountability Plan - Adding Plan}

    
   
   

   Discipline Accountability Plan Field Descriptions

   Field	Description
   Plan Name	Type

   a Discipline

   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.

   Discipline

   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. This value can be changed before the plan runs and will take effect immediately without having to restart the system.
   Review Period	Defines the number of days that will be reviewed for

   discipline

   accountability.

   Discipline

   Accountability on Learning Curve

   If checked, employees on learning curves will be

   disciplined

   accounted as well as those who are not on a learning curve.

   ^{Table 2. Discipline Accountability Plan Field Descriptions}
    

5. 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
   Incent on

   Discipline

   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

   incentive

   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}
    

6. Click 'Add New Step' link and a popup screen appears.
   
   
   <sup>Fig.4 Maintain Discipline Accountability Plan - Adding New Step
   
   
   Fig.5 Maintain Discipline Accountability Plan - Adding Steps</sup> 

   
   

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 Accountability 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.
   
   
   ^{Fig.6 Maintain Discipline Accountability Plan - Step Levels} 

   
   

9. Click 'Criteria' tab to assign thresholds to the plan.
   
   
   ^{Fig.7 Maintain Discipline Accountability Plan - Criteria}

    
   
   

   Criteria Field Descriptions

   Field	Description
   Minimum Hours Requirement	Type the minimum hours required for an employee to be eligible for

   discipline

   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

   discipline

   accountability.
   Quality Threshold	If this check box is selected, quality will also be considered when determining if an employee will be

   disciplined

   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

   discipline

   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}
   
   

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 disciplineaccountability. 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 the Employee screen.

    
    

14. Click 'Plan Employee' tab to assign employees to the plan.
    
    
    ^{Fig.8 Maintain Discipline Accountability Plan - Assign Employees} 

    
    

15. Click 'Select Employee' link and the Select Employee screen appears.
    
    
    ^{Fig.9 Maintain Discipline Accountability 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.
    
    
    ^{Fig.10 Maintain Discipline Accountability Plan - Selected Employees}

     
    
    

    Click  to save the plan.

...

Searching

...

Accountability Plans

To search for particular discipline accountability plans:

1. 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} 

   
   

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

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

   
   

3. 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}

    

   
   

Viewing & Editing

...

Accountability Plans

To view and edit the discipline accountability plans:

1. Search and list the discipline accountability plans you want to view or edit in the ‘Search Results’ section.

2. 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.
    

   Info
   title Info
   The fields Discipline Accountability Plan name and Plan Type cannot be edited. If you have made the changes in the fields and do not want to save the details, click before you save the changes. If you want to add discipline accountability plan at this point, click to clear the fields and to bring the screen to add mode.

   
   

3. Change the required fields.
4. Click  to save the changes.

To Delete Steps in a plan:

1. Search and list the discipline accountability plans you want to view or edit in the ‘Search Results’ section.
2. 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.
3. Click the ‘Steps’ tab.
4. Select the corresponding ‘Delete’ check boxes of the steps that are to be deleted.
5. Click  and the steps that were selected are deleted from the system.

To delete Employee(s) from a Discipline an Accountability plan :

1. Search and list the discipline accountability plans you want to view or edit in the ‘Search Results’ section.
2. 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.
3. Click on ‘Plan Employee’ tab.
4. Select the corresponding ‘Delete’ check boxes of the employees who are to be deleted from the discipline accountability plan.
5. Click  and the selected employees are removed from that discipline accountability plan.

Deleting

...

Accountability Plan

To delete the discipline accountability plans:

1. Search and list discipline accountability plans you want to delete in the ‘Discipline ‘Accountability Search Results’ section.
2. Select the check box next to each discipline accountability plan.

3. Click  and the selected discipline accountability plans are deleted.
    

   Info
   title Info
   The discipline accountability plans with assigned employees cannot be deleted. In this case, delete the employees assigned and then delete the discipline accountability plan.