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  1. Log in to ProTrack Warehouse.
  2. Select Schedule Group under the Employees menu. The Maintain Schedule Group screen appears.


    Fig.1 Maintain Schedule Group 

     

    Maintain Schedule Group Field Descriptions

    Field

    Description

    Schedule Group Name

    Specify a unique Schedule Name, which is alphanumeric. (Combination of Alphabets and Numbers)

    Description

    Type the Description of the facility not greater than 250 characters.

    Facility ID

    Select the facility this Schedule Group will be associated with.

    Start of Week

    Select the day of the week that starts this Schedule Group. If the work week is Monday to Sunday then select Monday.

    Add Button

    This is used to create a new Schedule Group.

    Table 1. Maintain Schedule Group Descriptions

    Maintain Schedule Group Tabs

    Tab

    Description

    Schedule Group

    Displays the details of the Schedule Group.

    Variant

    Displays Schedules assigned by day and graphical representation of the Schedule Group.

    Assign Employee

    Displays the Employees assigned to the selected Schedule Group.

    Table 2. Maintain Schedule Group Tabs Descriptions
     

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  1. Enter a name for the schedule group.
  2. Select a facility from the drop down list.
  3. Select the status of the schedule group, either Active or Inactive.
  4. Click  to set a date the schedule group will be active.
  5. Click on 'Group Variants' tab.


    Fig.2 Maintain Schedule Group - Adding Schedule Group 

     

  6. Click  to add a schedule for each day of week one at a time. A new record will appear under the 'Variant Details' section.


    Fig.3 Maintain Schedule Group - Adding Variant Details 

     

  7. Click  and a popup window will appear.


    Fig.4 Maintain Schedule Group - Search Schedule 

     

  8. Select the schedule from the list and this will automatically populate in the 'Variant Details' section under Schedule Name.
  9. Select the number that corresponds to the day of the week you want to assign this schedule to from the drop down list.


    Fig.5 Maintain Schedule Group - Select Day Of Week 

     

  10. Repeat this process for each day of the week.

  11. Alternatively, schedules can be applied to each day of week all at once by clicking . A popup window will appear.
  12. Select the schedule from the list and this will automatically populate for all 7 days in the 'Variant Details' section under Schedule Name.


    Fig.6 Maintain Schedule Group - Variant Details

    Info
    titleInfo
    • Start of week will always be Monday.
    • Day of week begins on Monday as 1, Tuesday as 2, Wednesday as 3, Thursday as 4, Friday as 5, Saturday as 6, and Sunday as 7.
    • To create split schedules within the same day, you can have two variant details with the same day of week number. Schedules cannot overlap in time when creating split schedules.
    • The expiration date of the Variant is open ended until the next Variant is created. The new effective date will establish the expiration date and time of the previous Variant.

     

  13. Click  to create the schedule group.
  14. To see a graphical view of the schedules by day, click .
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    Fig.7 Maintain Schedule Group - Graphical Schedule View

  15. If any conflicts are depicted then these need to be addressed via the Schedules screen before any transaction data is processed.

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