The Shifts screen helps you group schedules for reporting and labor balancing. This screen will allow you to add, search, view, and delete shifts in ProTrack Warehouse.
To access the Maintain Shifts screen:
- Log in to ProTrack Warehouse.
- Select Shifts under the Employee menu. The Maintain Shifts screen appears.
image |
---|
image | Shifts.jpg |
---|
title | Fig.115 142 Maintain Shifts |
---|
|
|
Maintain Shifts Field Description
Field | Description |
---|
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 following are the tabs in Maintain Shift screen:
...
Shift Description | Detailed description relating to the shift. |
Table 23. Maintain Shifts Descriptions
Maintain Shifts Tabs
Tab | Description |
---|
Shift | Displays the details of the shift. |
Assign Schedule |
...
| Displays the schedules assigned to the selected shift. |
...
- Table 24. Maintain Shifts Tabs
Adding New Shifts
...
To add a new shift:
...
- Type the Shift Name and Shift Description and select .
- Select the facility name from the Facility drop down list.
...
- Type any Shift Descriptions in the text area.
image |
---|
image | New Shift.jpg |
---|
title | Fig.143 Maintain Shifts - Add New Shift |
---|
|
|
- Click Assign Schedule tab.
image |
---|
image | Shift Assign Sch.jpg |
---|
title | Fig.144 Maintain Shifts - Assign Schedules |
---|
|
|
- Click the 'Select Schedules' and a popup window appears listing all the schedules.
image |
---|
image | Shift Select Sch.jpg |
---|
title | Fig.145 Maintain Shifts - Selecting Schedules |
---|
|
|
- Search for the appropriate schedule(s)
...
- To select the schedule, click the Select Schedules link*, Search Schedules* screen appears listing all the schedules in the system.
...
- by providing the schedule name or facility
...
- . The corresponding schedules are listed.
image |
---|
image | Shift Sch List.jpg |
---|
title | Fig. |
---|
|
...
146 Maintain Shifts - Schedules List |
|
|
- Select the check box of each schedule you want to associate to
...
- the
...
- shift.
...
...
...
|
- To select all the schedules in the 'Search Results', select the Select check box and all the schedules are selected.
|
- Click
...
- 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.
...
...
image | Shift Add Sch.jpg |
---|
title | Fig.147 |
---|
|
...
Maintain Shifts - Add Schedules |
|
|
Tip |
---|
|
- 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.
|
- Click Save Image Added to save the Shift.
Field | Description |
---|
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. |
...
...
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.
...
...
image | Shift Search.jpg |
---|
title | Fig.148 |
---|
|
...
...
...
- Type a shift name or select any of the search criteria mentioned above, that is Shift Name or Facility.
...
- a facility from the drop down list.
Tip |
---|
|
- 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 '
|
...
- M' in the Shift Name field to list shifts such as 'Morning Shift', 'MidShift' and so on.
|
...
- If no search criteria are specified all the activities will be listed in the 'Shift Search Results' section.
|
- Click Image Added
...
- in the Search Shift screen. The records matching the selected criteria are listed in the 'Shift Search Results' section of the Maintain Shift screen.
...
- If no search criteria are specified all the activities will be listed in the 'Shift Search Results' section.
...
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.
image |
---|
image | Shift View.jpg |
---|
title | Fig.149 Maintain Shifts - View Shift |
---|
|
|
- Change the required fields.
Info |
---|
|
- 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.
|
...
- To assign schedules to the existing shift, click the Assign Schedule Tab. (Refer Add Schedules for information on assigning schedules).
...
- To delete schedules assigned to the shift
...
- , select the
...
- check box of each schedule and
...
- click the
...
- Image Added button.
...
- Click Save Image Added to save the changes.
Info |
---|
|
- 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.
|