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- The Daily Inquiry (often referred to as DI) in ProTrack Warehouse is a valuable tool for performing validation of work performed, educating employees on engineered standards, ensuring delays are credited to the proper function, and to check employees for performance issues.
The latest release of the Daily Inquiry screen in the latest release helps you to see the current performance of an employee(s) and eliminates having to resubmit data for search criteria. In addition to providing visibility of an employee's workday, this screen provides several additional features for approving, reshuffling, changing, adding or deleting work from the employee's past or present workday.
Provides three levels of information on one page
- Associate Search: View ALL associates within selected criteria i.e. date/supervisor
- Employee Daily Summary: View employee(s) daily/weekly schedule, schedule hours, other hours (Adj. Standard, Standard, KVI Hold)
- Details: View assignment detail level performance for selected employee with visibility into Base Standard, Units, Adjusted Units, Base Per hour
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Associate Search: View ALL associates within selected criteria i.e. date/supervisor
- Click on the image to enlarge
Employee Daily Summary: View employee(s) daily/weekly schedule, schedule hours, other hours (Adj. Standard, Standard, KVI Hold)
- Click on the image to enlarge
Details: View assignment detail level performance for selected employee with visibility into Base Standard, Units, Adjusted Units, Base Per hour
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- Log into ProTrack Warehouse.
Select Daily Inquiry from the Operations drop down menu.
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The following table provides descriptions of some of the terms you might see used in the Daily Inquiry.
Field | Description | Equation | ||
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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 direct activities. |
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Adjusted Std. Time Earned | Total time the employee should spend on standard direct activities with learning curve applied. |
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Std Time | Total time the employee should spend on standard direct activities. |
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Delay Time | Total time the employee spent on delays. |
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Indirect Time | Total time the employee spent on indirect activities. |
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Paid Break | Total time the employee spent on paid break(s). |
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Unpaid Break | Total time the employee spent on an unpaid break. |
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KVI / HLD | Total time in standard direct activities that are currently in KVI or HLD status. |
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Adjusted Performance | The comparison of the adjusted standard direct time (which includes learning curve, if applicable) allowed on a specific task to the actual time used for that same task. |
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Baseline Performance | The comparison of the Standard Time allowed on a specific task or operation to the Actual Time used for that same task or operation. |
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Utilization | The comparison of Actual Time on Standard against Indirect time. |
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Effectiveness | The comparison of Delays encountered against Total Time. |
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| Base Standard To-do | Total time the employee should spend on standard direct activities. | |||
| Units To-do/ Hour | Represents the units divided by the actual duration of the work. | |||
| Adjusted Adj Units To-do/ Hour | Represents the units divided by the adjusted standard time for the work. | |||
| Standard Units / Hour | Represents the units divided by the standard time for the work. | Base Per Hour | To-do |
The following table represents the various statuses an assignment could be on the Daily Inquiry.
Abbreviation | Expansion and Description |
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| APR | Waiting for Approval – A delay that is waiting to be approved before it can be applied to the employee's day. |
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. |
| DIS | Disapproved – A delay that has been disapproved by management team. |
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. ProTrack Warehouse 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. |
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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:
- Schedule Date – Past date or current date
- Facility
- Schedule (new release)
- Supervisor (new release)
- ID (new release)
- Last Name
- First Name
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To search for an employee:
- Select date and desired search criteria
- Type date or select from drop-down calendar radio button
Click Search and the records for associates matching the selected criteria are listed in the "Associate Search” results section of the Daily Inquiry.
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Employees will be listed in the results based on search criteria
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From search results, you can now search for all employees with the search criteria
Select an Associate
- Scroll up/down for selected associate from results
- Select/Click on any column of desired associate
- the selection will turn blue
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- The “Employee’ “Employee Daily Summary’ HEADER section will list employee name selected
Schedule
willwill be listed and reflect based on criteria selected and show when last updated
The line graph icon
will display next to the schedule datewill display next to the schedule date
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The dates are also hyperlinked and clicking on them will populate the items on the right accordingly.
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- The 7 day work week schedule is displayed on the left hand
- The productivity data details for a selected date is displayed in the right hand side
- The line graph view can be selected from the data details section
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- Once an employee is selected the schedules section will reflect the calendar week (7 days) from Sunday to Saturday.
- The selected date will default to header/criteria date
- The selected date will be shaded in the schedules sections
- The last productivity update of employee for selected date is displayed in the bottom right of the “Employee” area
- To select a different date within the displayed work week
- Select over the date i.e. (20142016-0711-1109) FRIWED: in the schedules area
- Verify by the schedule date change by date in header
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The green and dark blue bars illustrate the employee's schedules on each day. The green 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 below, you can see that the employee was assigned to a 5
day scheduled work week (Monday through Friday)
Also, contained within the bars are the Schedule start and end times:
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The date currently being viewed has a hyperlink. Clicking on the blue box with the white hyperlink enables you to edit the Schedule's start and end times manually.
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Performance Data
- Once an employee is selected the schedules section will reflect the calendar week (7 days) from Sunday to Saturday.
- The selected date will default to header/criteria date
- The selected date will be shaded in the schedules sections
- The last productivity updateof employee for selected date is displayed in the bottom right of the “Employee” area
- To select a different date within the displayed work week
- Select over the date i.e. (2014-07-11) FRI: in the schedules area
- Verify by the schedule date change by date in header
Select the “Edit Work Hours” button above the work week.
A popup box will appear.
Enter the Start/End times under the “Work Hours” or “Buffer Hours” tab and click +Save
Can now be done with date/time picker
Enter the Start/End times under the “Work Hours” or “Buffer Hours” tab and click +Save
Can be done in date/time picker
Options: (Drop Down)
Edit, No Transfer
The performance data is broken down in 4 sections
- Schedule
- Work Hours
- Metrics
- Performance
- Adj. Performance
- Utilization
- Effectiveness
- Total Performance
- Hours
- Time on standard
- Delay
- Indirect
- Paid Break
- Unpaid Break
- Other Hours
- Adj. Standard
- Standard
- KVI/Hold
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Transfer Assignments
Split Work Schedule and Transfer Assignments
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Selecting the “graph” icon in header bar generates graph to view expected v actual hours. Selecting again reverts back to data view
- Orange bar illustrates “Expected” hours
- Green bar illustrates “Actual” hours
The below graph illustrates the associate is completing assignments in less time "Actual" than what is "Expected" in hours/time
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Explain how it reads i.e. red/green
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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.
- Click on the image to enlarge
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- Refresh: The refresh button will update the assignments with the most current at the top.
- Save: After editing an assignment, the save button allows you to save the change.
- Re-Calc: The Re-Calc button will re-calculate assignment data after it has been edited.
Settings: The settings button allows you to add or delete different fields that appear in the assignment details chart.
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When you select an assignment, more header options will appear.
- Add: This allows you to manually enter a new assignment.
Click on the image to enlarge - Delete: This button allows you to delete the assignment that is currently selected.
- Trip Audit:This button runs a trip audit. See Running a Trip Auditbelow for details.
- Transfer: This button allows you to transfer an assignment to another employee and will prompt you for the employee ID you wish to transfer to.
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When you click the Assignment ID link, the Task Details screen appears with the details of the task within the assignment
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Info title Info - This table displays the task lines of the selected assignment in the order in which the tasks occurred. The Non Adj Start Time and Non Adj End Time are the true start and end times that were sent from the WMS file.
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Trip Audit provides a detailed report of the selected assignment(s) which displays the determinants that were triggered and travel from location to location, if travel is enabled.
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), which is done by clicking on the entire line and not only the Assignment ID link.
To select multiple assignments, hold the Shift button as you click on multiple assignments.
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- Click Trip Audit
on the HEADER in the upper right to view the Report. Select which report type and click Submit.
Tip title Tips - Audit units displayed in the Trip Audit reference the field last mentioned in the Work Time Function located under Determinant.
- 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.
Info title Info - There are various format output types:
- Excel
- Word
- Rich Text
- Comma Separated Values
- There are various format output types:
The report must be exported before it can be printed. By clicking
, the report will be exported to PDF.Note title Caution - You must have a printer driver installed locally on the the computer you are trying to print from.
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