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To access the Import Setup screen:
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- Log into ProTrack WarehouseLog in to ProTrack Warehouse.
Select Facility under Configuration menu. The Maintain Facility screen appears.
Fig.1 FacilityFacility Info Field Descriptionsfrom the Configuration drop down menu.
Field | Description |
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Facility Name | Enter the facility name as it will appear on reports. |
Facility ID | Enter a unique facility ID which matches the facility ID sent in the WMS transaction feeds. |
Telephone 1 | Enter a telephone number for the facility. |
Telephone 2 | Enter an alternate telephone number for the facility. |
Time Zone | Select the time zone of the facility from the drop down list. |
Expected Performance | Enter an expected performance for the facility. |
Facility Status | Select the status of the facility, either Active or Inactive. |
Create Indirect Assignment | If checked, allows an employee to create an Indirect assignment via the |
kiosk. | |
Create Standard Assignment | If checked, allows an employee to create a Standard Direct assignment via the |
kiosk. |
Multiple Standard Activity |
Work Order | If the Manufacturing Module is enabled, a facility can be configured to allow either single or multiple standard direct activities for a "work unit" |
Address Line 1 | Enter the first line of the address of the facility. |
Address Line 2 | Enter the second line of the address of the facility. |
City | Enter the city of the facility. |
Zip Code | Enter the zip code of the facility. |
Country | Select the country which the facility is located. |
State | Enter the state of the facility. |
Description | Enter any notes about the facility |
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Fig.2 Maintain Facility - Settings
Facility Settings Field Descriptions
Field | Description |
|---|---|
Overtime | Defines how overtime is evaluated, either Daily or Weekly and by entering the number of hours an employee must exceed in order to be working overtime. |
Timeline Split Rules | Specifies how standard time will be distributed to 2 or more employees that split a single assignment. |
Table 2. Facility Settings Field Descriptions
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Adding
A FacilityTo adda
newFacility
:- Enter a facility name in the Facility field.
- Enter a facility ID.
- Select the time zone from the drop down list.
- Select the status of the facility from the drop down list.
If employees will be creating assignments through the kiosk, select the check box(es) next to Create Indirect Assignment and/or Create Standard Assignment.
Fig.3 Maintain Facility - Adding FacilityInfo title Info 
- Click on the 'Settings' tab.
- Select how overtime will be calculated, either Daily or Weekly.
Enter how many hours must be acquired before overtime will be considered.
Fig.4 Maintain Facility - Overtime Setting
- Click
to Save to create the new facility.
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To search for an existing Facility:
Click
Fig.5 Maintain Facility - Searching For Facility
To search for a specific facility, enter one of the criteria: Facility or Facility ID. The records for the selected criteria are listed in the 'Facility Search Results' section.
Fig.6 Maintain Facility - Search Results
Tip title Tip - To list Facilities with names starting with a particular character, enter the character into the field. For example, to search facilities starting with the character 'C', enter 'C' in the Facility field to list facilities with names starting with C.
- If no search criteria are specified, then all the facilities will be listed in the 'Facility Search Results' section.
- Use the wild card (%) to find items that have the selected letter within the name. For example, to search facilities with a character 'c', enter '%c%' in the Facility field to list facilities that have the letter c in the name.
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Editing A Facility
To view and edit an existing facility:
- Search for the facility you want to view or edit.
- Click on the link of the facility. The details of the facility appear in the corresponding fields in the Maintain Facility screen.
Change the required fields and click
Info title Info - The Facility ID field cannot be edited.
- If you have made the changes in the fields and do not want to save the details, click
- If the time zone is edited, ProTrack Warehouse service must be restarted for the changes to occur.
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- Search for the facility that will be using the Kiosk Sign In/Out functions.
Click on the 'Settings' tab.
- Select the check box to the left of Clock In/Out to enable it.
Now select either Actual or Round time.
- If round time, then enter the Before and After mins.
Click Save.
Field Description Actual Time Captures true start and end times for the Clock In and Clock Out punches. Round Time Punches that fall within the configured buffer duration will get rounded to the assigned schedule. Before Mins Buffer duration before an assigned schedule of the Clock In and Clock Out punches. If the punch falls within this buffer duration, then the punch will be rounded to the assigned schedule time. After Mins Buffer duration after an assigned schedule of the Clock In and Clock Out punches. If the punch falls within this buffer duration, then the punch will be rounded to the assigned schedule time.
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- Search for the facility that will be using the Time Clock functions.
- Click on the 'Settings' tab.
- Select the check box to the left of Time Clock to enable it.
Now select either Actual or Round time.
If round time, then enter the Before and After mins and select whether or not the employee will be required to punch back in after a break and/or lunch.
Field Description Actual Time Captures true start and end times for the Clock In, Breaks, Lunch, and Clock Out punches. Round Time Punches that fall within the configured buffer duration will get rounded to the assigned schedule. Before Mins Buffer duration before an assigned schedule of the Clock In and Clock Out punches. If the punch falls within this buffer duration, then the punch will be rounded to the assigned schedule time. After Mins Buffer duration after an assigned schedule of the Clock In and Clock Out punches. If the punch falls within this buffer duration, then the punch will be rounded to the assigned schedule time. Require Return Punch after Break If enabled, the employee will be required to come back to the Time Clock and press the Return Break button to end the break. By default, this option is disabled which will automatically end the break for the employee by using the duration found in the assigned schedule. Require Return Punch after Lunch If enabled, the employee will be required to come back to the Time Clock and press the Return Lunch button to end the lunch. By default, this option is disabled which will automatically end the lunch for the employee by using the duration found in the assigned schedule.
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- Search for the facility that will be tracking cost savings.
- Click on the 'Savings' tab.
- Select the check box to the right of Use Savings Baseline.
- Enter the Productivity and Utilization target metrics.
- Click Calculate to generate the Total Performance %.
- Enter the Start Date of when ProTrack will track savings for the facility.
- Enter the duration of the period, in weeks.
- Enter in the Average Pay Rate.
- Select the check box to the right of Use Actual Pay Rate if employees have been configured with individual pay rates.
Click Save.
Field Description Formula Productivity Expected baseline performance, typically set at 0%. 
Utilization Target utilization number of the facility. 
Total Performance Combination of productivity and utilization of the facility. 
Start Date Savings will be tracked beginning on this date. Period (weeks) Duration that will be used to calculate facility productivity and utilization. Average Pay Rate Average pay rate that will be used to calculate savings within the facility instead of individual pay rates.
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