Documentation for ProTrack Warehouse 2015.1.
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 Daily Inquiry screen in the latest release helps you to see the current performance of an employee. 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: 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
Tips
- The search button is only available in the “Associate Search” area
To minimize/expand windows select the
button- All existing links to DI will go to reflect the DI
- Associate Search: View ALL associates within selected criteria i.e. date/supervisor
Employee: 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
Accessing the Daily Inquiry
- Log into ProTrack Warehouse.
Select Daily Inquiry from the Operations drop down menu.
On this page:
- Accessing the DI
- Searching the DI
- Viewing Search Results
- Selecting Employees
- Employee Schedules
- Editing hours (Work & Buffer)
- Viewing Performance Data
- Viewing Performance Line Graph
- Viewing assignment tasks
- Running a trip audit report
- Viewing assignment tasks (Details)
- Running a trip audit report
Related topics:
Field | Description | Equation |
|---|---|---|
Total Hours | Total time the employee worked that day, from SOD to EOD. |
|
Time on Standard | Total time the employee spent on standard direct activities. |
|
Adjusted Std. Time Earned | Total time the employee should spend on standard direct activities with learning curve applied. |
|
Std Time | Total time the employee should spend on standard direct activities. |
|
Delay Time | Total time the employee spent on delays. |
|
Indirect Time | Total time the employee spent on indirect activities. |
|
Paid Break | Total time the employee spent on paid break(s). |
|
Unpaid Break | Total time the employee spent on an unpaid break. |
|
KVI / HLD | Total time in standard direct activities that are currently in KVI or HLD status. |
|
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. |
|
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. |
|
Utilization | The comparison of Actual Time on Standard against Indirect time. |
|
Effectiveness | The comparison of Delays encountered against Total Time. |
|
| Base Standard | The comparison of Delays encountered against Total Time. | |
| Units | The comparison of Delays encountered against Total Time. | |
| Adjusted Units | The comparison of Delays encountered against Total Time. | |
| Base Per Hour | The comparison of Delays encountered against Total Time. |
The following table represents the various statuses an assignment could be on the Daily Inquiry.
Abbreviation | Expansion and Description |
|---|---|
| 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. |
Searching for Employees
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
Tips
The search defaults to current date and facility
- Above minimum requirement for search results
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.
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.
Selecting Employees
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
- The “Employee’ HEADER section will list employee name selected
- Schedule will be listed and reflect based on criteria selected
- The line graph icon will display next to the schedule date
- 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. (2014-07-11) FRI: in the schedules area
- Verify by the schedule date change by date in header
Tip
- At the top of the s
creen 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.
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 work scheduled days (Monday through Friday)
Also contained within the bars are the Schedule start and end times:
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.
Tip
The
and 
button now allows you to go back or forward in calendar weeks (7 days) without entering another search criteria- The schedules section will reflect the calendar week (7 days) from Sunday to Saturday
Viewing Employee Schedule
Editing Work and Buffer Hours
Viewing Performance Data
Viewing Performance Line Graph
Running a Trip Audit
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).
- Click Trip Audit to view the Report.
Select which report type and click Submit.
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
- 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.Caution
- You must have a printer driver installed locally on the the computer you are trying to print from.
Viewing 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.
When you click the Assignment ID link, the Task Details screen appears with the details of the task within the assignment.
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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