...
The Daily Inquiry screen helps you to see the current performance of an employee. In addition to providing visibility of an employee's workday, this screen provides several additional features for approving, reshuffling, changing, adding or deleting work from the employee's past or present workday.
To access the Daily Inquiry screen:
Select the Daily Inquiry tab under the Operations menu. The Daily Inquiry screen appears.
image | ||||
---|---|---|---|---|
| ||||
Daily Inquiry Header Field Description
Field | Description | Equation |
---|---|---|
Total Hours | Total time the Employee worked that day, from SOD to EOD. |
|
Time on Standard | Total time the Employee spent on Standard Activities. |
|
Adjusted Std. Time Earned | Total time the Employee should spend on Standard Activities with Learning Curve applied. |
|
Std Time | Total time the Employee should spend on Standard Activities. |
|
Delay Time | Total time spent on Delays. |
|
Indirect Time | Total time spent on Indirect Activities. |
|
Paid Break | Total time an Employee spent on Paid Break(s). |
|
Unpaid Break | Total time an Employee spent on an Unpaid Break. |
|
KVI / HLD | Total time in Standard Activities that are currently in KVI or HLD status. |
|
Adjusted Performance | The comparison of the Standard Time allowed on a specific task to the Actual Time used | |
Baseline Performance | The Comparison of the Standard Time Allowed on a Specific Task or Operation to the | |
Utilization | The Comparison of Actual Time on Standard to the Total Time Available. | |
Effectiveness | The Comparison of Actual Time on Delays to the Total Time Available. |
Table 4. Daily Inquiry Headers
The following table represents the various statuses an assignment would be seen on the Daily InquiryThis section mentions the abbreviations that are present in the Daily Inquiry screen.
Abbreviation | Expansion and Description |
---|---|
ADD | Addition – An assignment pending reshuffle. |
CAL | Calculating – Standard calculation for an assignment is currently processing. |
COM | Completed – An assignment that was completed by an employee and has been fully processed. |
ERR | Error – An assignment that was completed by an employee but could not be slotted into the work schedule. |
GRP | Group – Multiple pre-downloaded assignments worked simultaneously. ProTrackWarehouse groups them together as a single work assignment. |
HLD | Hold – Assignment is placed on hold. |
KVI | Key Volume Indicator – An assignment waiting for KVI values to be entered. Example of KVI is number of pallets or number of cases. |
Table 25. Daily Inquiry Abbreviations To access the Daily Inquiry screen:
...
Statuses
Anchor | ||||
---|---|---|---|---|
|
...
To view an employee's details in the Daily Inquiry screen, the employees can be searched for by providing the following search criteria in the Search Daily Inquiry screen:
To search for an employee:
Click to search an employee, the Search Daily Inquiry screen appears.
image | ||||
---|---|---|---|---|
| ||||
Type or select search criteria as required. Criteria fields are Schedule Date, First Name, Last Name, or Facility.
Tip | ||
---|---|---|
| ||
|
Click in the Search Daily Inquiry screen. The records matching the selected criteria are listed in the "Search Results" section of the Search Daily Inquiry.
image | ||||
---|---|---|---|---|
| ||||
Click the selected employee ID link. The weekly view, schedule, and assignment details of employee will be displayed.
image | ||||
---|---|---|---|---|
| ||||
At the top of the screen resides a graphical view of the employee's weekly schedule. The current day being viewed is always in the center, with 2 days prior on the left, and 2 days following on the right.
Tip | ||
---|---|---|
| ||
|
The yellow and dark blue bars illustrate the employee's schedules on each day. The yellow bar represents the schedule the employee was assigned to work. The blue bar represents the actual schedules the employee worked. Only days containing actual work schedules will have a blue bar. In the screenshot above, you can see that the employee was assigned to a schedule all 5 days (Saturday through Wednesday), but did not work on Sunday.
Also contained within the bars are the Schedule start and end times:
image | ||||
---|---|---|---|---|
| ||||
The date currently being viewed has a hyperlink. Clicking on this enables you to edit the Schedule's start and end times manually. This is useful when the employee did not work the schedule to which they were assigned. The following section describes this process.
Configuring employee Schedules in ProTrack Warehouse provides a pretty good approximation of when employees will be working, but aren't perfect because employees may come in early or late, and likewise may leave early or late. In such cases, it's often necessary to adjust the scheduled start and end times, with the employee's actual start and end times. This is accomplished using either a Time and Attendance data feed (see Section 5.2 in the ProTrack Warehouse Configuration Manual), or by editing the times manually.
Info | ||
---|---|---|
| ||
If your ProTrack Warehouse system has a Time and Attendance (TA) data feed, then the Schedule start and end times are most often adjusted automatically by the actual swipe-in and out times captured by the TA system. In such cases, editing the Schedule start and end times manually is rarely required. |
There are two general types of editing you will do to an employee's work schedule:
In the following screenshot, the employee was scheduled to start at 5:00 a.m. but didn't actually start working until 6:00, so it is necessary to adjust the Schedule start time by an hour. To fix this, click on the blue bar representing the current day's work schedule.
...
image | Circle Detailed DI.jpg |
---|---|
title | Fig.7 Daily Inquiry -- Employee Work Schedule Needs to be Adjusted to Start 1 Hour Later |
.
To view the Trip Audit Report of an assignment:
Select the assignment(s) you want to generate report by selecting the Select check box of the assignment(s).
image | ||||
---|---|---|---|---|
| ||||
Select which Report Type you would like the report to appear and select .
image | ||||
---|---|---|---|---|
| ||||
image | ||||
---|---|---|---|---|
| ||||
Select the format output for the report from the popup menu.
image | ||||
---|---|---|---|---|
| ||||
Info | ||
---|---|---|
| ||
|
You can also print out the report to a local printer by clicking .
Note | ||
---|---|---|
| ||
|
If there are two or more tasks within a work assignment, you can view them by clicking on the link of the work assignment number.
To view the details of the tasks within an assignment:
The assignment is provided with a hyperlink.
image | ||||
---|---|---|---|---|
| ||||
When you click the Assignment ID link, the Task Details screen appears with the details of the task within the assignment.
image | ||||
---|---|---|---|---|
| ||||
Info | ||
---|---|---|
| ||
|
A popup window appears:
...
image | Edit Schedule.jpg |
---|---|
title | Fig.8 Daily Inquiry - Edit Schedule |
...
image | Updated Schedule.jpg |
---|---|
title | Fig.9 Daily Inquiry -- After Edited Schedule Start Time |
...
...
Field
...
Description
...
Total Hours
...
Total time the Employee worked that day, from SOD to EOD
...
Time on Standard
...
Total time the Employee spent on Standard Activities
...
Adjusted Std. Time Earned
...
Total time the Employee should spend on Standard Activities with Learning Curve applied.
...
Std Time
...
Total time the Employee should spend on Standard Activities
...
Delay Time
...
Total time spent on Delays.
...
Indirect Time
...
Total time spent on Indirect Activities
...
Paid Break
...
Total time an Employee spends on Paid Break
...
Unpaid Break
...
Total time an Employee spend on an Unpaid Break
...
KVI / HLD
...
Total time in Standard Activities that are currently in KVI or HLD status
...
Adjusted Performance
...
The comparison of the Standard Time allowed on a specific task to the Actual Time used for that same task.
is Adjusted Std. Time Earned divided by Time on Standard minus 1.
...
Baseline Performance
...
The Comparison of the Standard Time Allowed on a Specific Task or Operation to the Actual Time Used for that Same Task or Operation
is Std Time divided by Time on Standard minus 1.
...
Utilization
...
The Comparison of Actual Time on Standard to the Total Time Available. Is Time on Standard divided by (Total time – Break – Lunch). Shows how much time of your day was spend on Standard Activities
...
Effectiveness
...
|