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1. Log in to ProTrack Warehouse.
2. Click the Discipline Config tab on the Maintenance menu. The Maintain Discipline Plan screen appears.
   
   

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   image MDP.jpg title Fig.280 301 Maintain Discipline Plan

   
   Maintain Discipline Plan Tab Descriptions

   Tab	Description
   Discipline Plan	Displays the information defined for a discipline plan.
   Steps	Displays the number of steps defined and decay types.
   Criteria	Displays the defined criteria for a discipline plan.
   Plan Type	Displays the content type of the discipline plan. The plan can be for employee or work cell.
   Activity	Displays the specific activities assigned to this plan.

   ^{Table 7478. Maintain Discipline Plan Tab Descriptions}

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1. Type the Plan Name.
2. Click to select the Effective Date.
3. Type the number of Discipline Buffer Days.
4. Type the number of days for the Review Period.
   
   

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   image MDP New.jpg title Fig.281 302 Maintain Discipline Plan - Adding Plan

   
   Discipline Plan Field Descriptions

   Field	Description
   Plan Name	Type a Discipline name, which is alphanumeric (Combination of Alphabets and Numbers).
   Effective Date	Date which the plan will become effective. Effective Date defaults to tomorrow's tomorrow’s date. Past Dates cannot be selected.
   Discipline 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 discipline.
   Discipline on Learning Curve	If checked, employees on learning curves will be disciplined as well as those who are not on a learning curve. Specifically, assignments for activities that are on learning curves will be included (along with all other included activities) if checked. If not checked, these assignments won't be considered for discipline.

   ^{Table 7579. Discipline Plan Field Descriptions}
   
   
5. Click the 'Steps' tab to assign discipline steps to the plan.
   
   

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   image MDP Steps.jpg title Fig.282 303 Maintain Discipline Plan - Discipline Steps

   
   Steps Field Descriptions

   Field	Description
   Incent on Discipline 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.
   Fixed Duration	Type the decay duration in days. This represents how long a step level will take to decrement one level.

   ^{Table 7680. Steps Field Descriptions}
   
   
6. Click 'Add New Step' link and a popup screen appears.
   
   

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   image MDP New Step.jpg title Fig.283 304 Maintain Discipline Plan - Adding Steps

   
   
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 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.
   
   

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   image MDP Step Levels.jpg title Fig.284 305 Maintain Discipline Plan - Step Levels

   
   
9. Click 'Criteria' tab to assign define the discipline thresholds to for the plan.
   
   

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   image MDP Criteria.jpg title Fig.285 306 Maintain Discipline Plan - Criteria

   
   Criteria Field Descriptions

   Field	Description
   Minimum Hours Requirement	Type the minimum hours required for an employee to be eligible for discipline.
   Performance Threshold	Type the expected performance, in percentage, an employee must maintain.
   Quality Threshold	If this check box is selected, quality will also be considered when determining if an employee will be disciplined.
   No. of Errors	Type the number of acceptable errors for the plan.
   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 7781. Criteria Field Descriptions}
   
10. Select the activities which will be included in the plan by selecting them on the left and clicking the Add arrow.
11. Type in the minimum required hours .
12. Type in the expected performance in percent.
13. an employee must work in these activities to be eligible for discipline.
14. Select the threshold(s) that must be met for the plan: performance and/or quality.
15. If performance is selected, enter the performance threshold (in percent, 100% baseline) that the employee must perform at or above.
16. If quality is selectedIf quality will also be considered, type in the number of errors , percent of errors, or rolling average.Find and highlight the activities that will be considered for discipline. Select the 'Add' arrow to move the activities into the 'Included Activities' sectionor error percentage that cannot be exceeded. For rolling average, enter the number of days in the review period.
    
    

    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 Employees.

    
    
17. Click 'Plan Employee' tab to assign employees to the plan.
    
    

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    image MDP Emps.jpg title Fig.286 307 Maintain Discipline Plan - Assign Employees

    
    
18. Click 'Select Employee' link and the Select Employee screen appears.
    
    

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    image MDP Select.jpg title FIg.287 308 Maintain Discipline Plan - Select Employees

    
    
19. Search for the employees from the list and click the check box next to the name.
20. 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.
    
    

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    image MDP Assign Emps.jpg title Fig.288 309 Maintain Discipline Plan - Selected Employees

    
    Click to save the plan.

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1. Click in the Maintain Discipline Plan screen and the Search Discipline Plan screen appears.
   
   

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   image MDP Search.jpg title Fig.289 310 Maintain Discipline Plan - Search Employees

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

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

   
   
3. Click in the Search Discipline screen. The records for the selected criteria are listed in the 'Discipline ‘Discipline Search Results' Results’ section.
   
   

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   image MDP Results.jpg title Fig.290 311 Maintain Discipline Plan - Search Results

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1. Search and list the discipline plans you want to view or edit in the 'Search Results' ‘Search Results’ section.
2. Click the Plan Name link from the 'Discipline ‘Discipline Search Results' Results’ section. The details of the discipline plan appear in the corresponding fields in the Maintain Discipline Plan screen.
   
   

   Info
   title Info
   The fields Discipline 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 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.

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1. Search and list the discipline plans you want to view or edit in the 'Search Results' ‘Search Results’ section.
2. Click the Plan Name link from the 'Discipline ‘Discipline Search Results' Results’ section. The details of the discipline plan appear in the corresponding fields in the Maintain Discipline Plan screen.
3. Click the 'Steps' ‘Steps’ tab.
4. Select the corresponding 'Delete' ‘Delete’ check boxes of the steps that are to be deleted.
5. Click and the steps that were selected are deleted from the system.

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

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1. Search and list discipline plans you want to delete in the 'Discipline ‘Discipline Search Results' Results’ section.
2. Select the check box next to each discipline plan.
3. Click and the selected discipline plans are deleted.
   
   

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