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The Schedules screen allows creating, viewing, editing, and deleting of schedules within ProTrack Warehouse. Functionality on this screen will vary depending on the user privileges.
To access the Schedules screen:
- Log in to ProTrack Warehouse.
- Select Schedules under the Employee menu. The Maintain Schedules screen appears.
Fig.115 Maintain Schedule
Maintain Schedule Field Description
Field |
Description |
Schedule Name |
Name for a schedule which can be alphanumeric and must be unique. |
Facility |
Facility which a schedule will be associated to. |
Effective Date |
Date which a schedule will be effective. |
Expiration Date |
Date which a schedule will expire. |
Start Time |
Start time of a schedule. |
End Time |
End time of a schedule. |
Activity Type |
Select the activity type from the list: Start of Shift = Start of day, End of Shift = End of day, Breaks/Lunch = Blank. |
Start Time |
Enter the start time for this activity. |
Duration |
Enter the duration in minutes or hours for this activity. |
TA Sourced |
Start of Shift, Lunch, and End of Shift timestamps can be updated based on a Time and Attendance punch. If the activity can be updated by Time and Attendance then select the check box that corresponds to the activity. |
TA Time Code |
If the activity timestamp can be updated by Time and Attendance punch then select from the list what timestamp to accept: Start of Shift = Start Time, End of Shift = End Time, and Lunch = Lunch. |
Table 20. Maintain Schedule Descriptions
Adding a Schedule
To add a schedule:
- Type the schedule name. This cannot be changed once the schedule is saved, so it is recommended you use a descriptive name that will not change over time.
- Select the facility for which the Schedule will be used from the drop down list.
- Click to set the effective date and expiration date of the schedule.
- Enter the start and end times of the schedule.
- Click 'Select Activity' link. Select an activity from the popup window.
Fig.116 Maintain Schedule - Adding A Schedule
- Select the Activity Type from the drop down list. For breaks select the blank and for start or end of shift select those items accordingly.
Fig.117 Maintain Schedule - Select Activity Types
- Type the start time and duration for each activity.
- Scheduled activities may be 'TA-Sourced', meaning their times may be adjusted by a Time & Attendance import file. Select the check box for any scheduled activities which may be adjusted by a TA import file. Breaks, Lunches, Start of Shift, and End of Shifts may all be TA-sourced.
Fig.118 Maintain Schedule - TA Sourced Activities
- Click to save the schedule.
Searching Schedules
To search for particular schedules:
- Click in the Maintain Schedule screen and a popup window appears.
Fig.119 Maintain Schedule - Search Schedule
- To search for particular schedules, type the Schedule Name or click to select the Effective Date.
- Click in the Search Schedule screen. The records matching the selected criteria are listed in the 'Schedule Search Results' section of the Maintain Schedule screen.
Viewing and Editing Schedules
To view and edit a schedule:
- Search and list the schedules you want to view and edit in the 'Schedule Search Results' section by providing a search criterion.
- Click the selected schedule name link from the 'Schedule Search Results' section. The details of the selected schedule appear in the corresponding fields in the Maintain Schedule screen.
Fig.120 Maintain Schedule - Schedule Search Results
- Change the required fields (Facility and Schedule Name are not editable). You can change activity details in the 'Schedule Activities' section. To add new activities to the schedule, click the Select Activity link.
- Click to save the changes.