A Shift in ProTrack Warehouse The Shifts screen helps you to group schedules for reporting and labor balancing.
Field Description
Field | Description |
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Shift Name | As it will appear on reports. |
Facility | The Facility this Shift is related to. |
Schedule Name | The name of the Schedule to be associated with this specific Shift. |
The Maintain Shifts screen will help you This screen will allow you to add, search, view, delete and print shifts in the system.
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_Accessing_the_Maintain_6 | _Accessing_the_Maintain_6 | Accessing the Maintain Shifts Screen The Maintain Shifts screen will help you add, search, view, delete
and print shifts in
the system ProTrack Warehouse.
To access the Maintain Shifts screen:
- Log in to ProTrack Warehouse.
- Select Shifts under the Employee menu. The Maintain Shifts screen appears.
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Shifts.jpg | title | Fig.142 Maintain Shifts |
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Maintain Shifts Field Description
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Field | Description |
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Shift Name | As it will appear on reports. |
Facility | The facility this shift is related to. |
Shift Description | Detailed description relating to the shift. |
Table 23. Maintain Shifts Descriptions
Maintain Shifts Tabs
Displays the details of the shift. |
Assign Schedule |
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| Displays the schedules assigned to the selected shift. |
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- Table 24. Maintain Shifts Tabs
Adding New Shifts
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To add a new shift:
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- Type the Shift Name and Shift Description and select .
- Select the facility name from the Facility drop down list.
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- To select the schedule, click the Select Schedules link*, Search Schedules* screen appears listing all the schedules in the system.
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- Type any Shift Descriptions in the text area.
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image | New Shift.jpg |
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title | Fig.143 Maintain Shifts - Add New Shift |
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- Click Assign Schedule tab.
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image | Shift Assign Sch.jpg |
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title | Fig.144 Maintain Shifts - Assign Schedules |
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- Click the 'Select Schedules' and a popup window appears listing all the schedules.
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image | Shift Select Sch.jpg |
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title | Fig.145 Maintain Shifts - Selecting Schedules |
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- Search for the appropriate schedule(s) by providing the schedule name or facility
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- . The corresponding schedules are listed.
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image | Shift Sch List.jpg |
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title | Fig.146 Maintain Shifts - Schedules List |
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- Select the check box of each schedule you want to
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- associate to the
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- shift.
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- To select all the schedules in the 'Search Results', select the Select check box and all the schedules are selected.
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- Click
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- Image Added to assign the selected schedules to the shift. The selected schedules are listed in the 'Shift Schedules' list in the Maintain Shift screen.
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image | Shift Add Sch.jpg |
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title | Fig.147 |
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Maintain Shifts - Add Schedules |
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Tip |
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- If you do not want to save a Schedule associated to a shift, select the Delete check box of the corresponding Schedules and click on Save.
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- Click Save Image Added to save the Shift.
Field | Description |
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Shift Name | Type a unique Shift Name which is alphanumeric (Combination of Alphabets and Numbers) |
Facility | Select a facility name. |
Shift Description | Describe the shift. |
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Searching Shifts
To search for particular shifts:
- Click Search Image Added in the Maintain Shifts screen , the Search Shift screen and a popup window appears.
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image | Shift Search.jpg |
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title | Fig.148 |
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- Type a shift name or select any of the search criteria mentioned above, that is Shift Name or Facility.
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- a facility from the drop down list.
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- Type the first character of a shift to list all the shifts starting with that particular character. For example, to search the shifts starting with the character 'M', enter '
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- M' in the Shift Name field to list shifts such as 'Morning Shift', 'MidShift' and so on.
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- If no search criteria are specified all the activities will be listed in the 'Shift Search Results' section.
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- Click Image Added
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- in the Search Shift screen. The records matching the selected criteria are listed in the 'Shift Search Results' section of the Maintain Shift screen.
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- If no search criteria are specified all the activities will be listed in the 'Shift Search Results' section.
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Viewing and Editing Shifts
To view and edit the shift:
- Search and list the Shifts you want to view and edit in the 'Shift Search Results' section by providing a search criteria (Refer Search Shifts).
- Click shift name link from the 'Shift Search Results' section to edit a particular shift. The details of the selected shift appear in the corresponding fields in the Maintain Shifts screen.
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image | Shift View.jpg |
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title | Fig.149 Maintain Shifts - View Shift |
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- Change the required fields.
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- The field Shift Description is editable and but the Shift Name field is not.
- The Facility list is not available if schedules are associated with the shift.
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- To assign schedules to the existing shift, click the Assign Schedule Tab. (Refer Add Schedules for information on assigning schedules).
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- To delete schedules assigned to the shift
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- , select the
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- check box of each schedule and
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- click the
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- Image Added button.
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- Click Save Click Image Added to save the changes.
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- If you have made the changes in the fields and do not want to save the details, click Reset before you save the changes.
- If you want to add a shift, click Add to clear the fields and to bring the screen to add mode.
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