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To access the Daily Inquiry screen:
- Log in to ProTrack Warehouse.
Select the Daily Inquiry tab under the Operations menu. The Daily Inquiry screen appears.
image image DI.jpg title Fig.2 18 Daily Inquiry
Daily Inquiry Header Field Description
Field | Description | Equation |
|---|---|---|
Total Hours | Total time the Employee worked that day, from SOD to EOD. |
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Time on Standard | Total time the Employee spent on Standard Activities. |
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Adjusted Std. Time Earned | Total time the Employee should spend on Standard Activities with Learning Curve applied. |
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Std Time | Total time the Employee should spend on Standard Activities. |
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Delay Time | Total time spent on Delays. |
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Indirect Time | Total time spent on Indirect Activities. |
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Paid Break | Total time an Employee spent on Paid Break(s). |
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Unpaid Break | Total time an Employee spent on an Unpaid Break. |
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KVI / HLD | Total time in Standard Activities that are currently in KVI or HLD status. |
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Adjusted Performance | The comparison of the Standard Time allowed on a specific task to the Actual Time used |
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Baseline Performance | The Comparison of the Standard Time Allowed on a Specific Task or Operation to the |
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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. |
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Table 24. Daily Inquiry Headers
The following table represents the various statuses an assignment would be seen on the Daily Inquiry.
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 35. Daily Inquiry Statuses
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Search Employee
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:
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To search for an employee:
Click
to search an employee, the Search Daily Inquiry screen appears. image image Blank DI Search.jpg title Fig.3 19 Daily Inquiry - Initial Search Type or select search criteria as required. Criteria fields are Schedule Date, First Name, Last Name, or Facility.
Tip title Tips - To list the employees with First Name or Last Name starting with a particular character, type the character and the employees starting with the given character are displayed in the 'Search Results' list.
- Click
and select Schedule Date to list the employees for the selected schedule date. Click Search in the Search Daily Inquiry screen. The records matching the selected criteria are listed in the 'Search Results' section of the Search Daily Inquiry screen.
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 image DI Search.jpg title Fig.4 20 Daily Inquiry - Search - You can also filter your search results by selecting any of the column header links.
Click the selected employee ID link. The weekly view, schedule, and assignment details of employee will be displayed.
image image Detailed DI.jpg title Fig.5 21 Daily Inquiry - Detailed View of an Employee's Daily Activity
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 title Tip - The centered date matches the "Schedule Date" in the center section below.
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:
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|---|---|---|---|---|
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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.
Trip Audit Report
To view the Trip Audit Report of an assignment:
- Access the Daily Inquiry screen.
- Search and display the employee information in Daily Inquiry screen.
Select the assignment(s) you want to generate report by selecting the Select check box of the assignment(s).
image image Trip Audit Asgns.jpg title Fig.23 Daily Inquiry - Select Assignment for Trip Audit Report - Click
to view the Report. Select which Report Type you would like the report to appear and select
. image image Report Type.jpg title Fig.24 Creating Trip Audit image image Sample Report.jpg title Fig.25 Sample of Trip Audit Report with multiple Assignments - You can export the report by clicking
at the top left of the screen. Select the format output for the report from the popup menu.
image image Format.jpg title Fig.26 Report Format Selection Info title Info - There are various format output types:
- Crystal Reports (rpt)
- Excel
- Word
- Rich Text
- Comma Separated Values
- There are various format output types:
You can also print out the report to a local printer by clicking
. Note title Caution - You must have a printer driver installed locally on the the computer you are trying to print from.
Work Assignment Tasks
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:
- Access the Daily Inquiry screen.
- Search and display the employee information in Daily Inquiry screen.
The assignment is provided with a hyperlink.
image image Hyperlink.jpg title Fig.27 Daily Inquiry - Select Assignment Hyperlink to Open Task Details When you click the Assignment ID link, the Task Details screen appears with the details of the task within the assignment.
image image Task Details.jpg title Fig.28 Daily Inquiry - Task Details Info title Info - This table shows the Sequence number which shows the order in which the tasks occurred. The assignment ID is the assignment that the tasks took place in. The start time and end time is the start and end of each individual task. The Actual time spent on the task and the accumulated amount of time spent on tasks. The Std time spent on the task and the accumulated Std time.
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