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Comment: Migrated to Confluence 5.3

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  1. Select KVI Entry under the Operations menu. The KVI Entry screen appears.

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    imageKVI Entry.jpg
    titleFig.86 102 KVI Entry


  2. On the KVI Entry screen, select the activity the manual assignment will be for by clicking .
  3. Search for the activity and click the name.

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    imageKVI Search.jpg
    titleFig.87 103 KVI Entry - Select Activity


  4. Enter the assignment ID for the manual assignment. ProTrack Warehouse will automatically suggest a system-generated "OPS" assignment ID.

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    imageKVI OPS.jpg
    titleFig.88 104 KVI Entry - OPS Assignment ID


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    titleInfo
    • You may choose to specify a different assignment ID.
    • When associates work manual assignments, they must enter the assignment ID exactly as it was created.

  5. Click and the screen will refresh with task line 1 at the bottom middle of the screen. Notice that the status of the assignment is now in "AVL". This means that an employee can now sign into this assignment.

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    imageKVI Save.jpg
    titleFig.89 105 KVI Entry - Assignment Created


  6. Click on one the task line and a popup window appears displaying all of the KVI Description fields required for that activity.

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    imageKVI Std Fields.jpg
    titleFig.90 106 KVI Entry - Determinant Counts


  7. Enter determinant counts if known ahead of time or leave them blank if unknown. You may enter the counts when ever the data becomes available (i.e. the following day).
  8. Click to update the record.

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    titleInfo
    • You can add more task lines to the assignment.
      • Click on to add another task line.
      • Enter the counts if known.
      • Click to update the assignment with the new task line.

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