Facility

The Facility screen is used to add, search, edit, and delete facilities. Facilities are used in ProTrack Warehouse to segregate functional activities, operations, warehouse maps, and all other associated data.

To access the Import Setup screen:

1. Log in to ProTrack Warehouse.

2. Select Facility under Configuration menu. The Maintain Facility screen appears.
   
   
   ^{Fig.1 Facility}

    

   Facility Info Field Descriptions

   Field	Description
   Facility Name	Enter the facility name as it will appear on reports.
   Facility ID	Enter a unique facility ID which matches the facility ID sent in the WMS transaction feeds.
   Telephone 1	Enter a telephone number for the facility.
   Telephone 2	Enter an alternate telephone number for the facility.
   Time Zone	Select the time zone of the facility from the drop down list.
   Expected Performance	Enter an expected performance for the facility.
   Facility Status	Select the status of the facility, either Active or Inactive.
   Create Indirect Assignment	If checked, allows an employee to create an Indirect assignment via the ProTrack Warehouse kiosk.
   Create Standard Assignment	If checked, allows an employee to create a Standard Direct assignment via the ProTrack Warehouse kiosk.
   Address Line 1	Enter the first line of the address of the facility.
   Address Line 2	Enter the second line of the address of the facility.
   City	Enter the city of the facility.
   Zip Code	Enter the zip code of the facility.
   Country	Select the country which the facility is located.
   State	Enter the state of the facility.
   Description	Enter any notes about the facility.

   ^{Table 1. Facility Info Field Descriptions}
    

3. Click on the 'Settings' tab for the next screen.
   
   
   ^{Fig.2 Maintain Facility - Settings}

    

   Facility Settings Field Descriptions

   Field	Description
   Overtime	Defines how overtime is evaluated, either Daily or Weekly and by entering the number of hours an employee must exceed in order to be working overtime.
   Timeline Split Rules	Specifies how standard time will be distributed to 2 or more employees that split a single assignment.

   ^{Table 2. Facility Settings Field Descriptions}

Adding A Facility

To add a new Facility:

1. Enter a facility name in the Facility field.
2. Enter a facility ID.
3. Select the time zone from the drop down list.
4. Select the status of the facility from the drop down list.

5. If employees will be creating assignments through the kiosk, select the check box(es) next to Create Indirect Assignment and/or Create Standard Assignment.
   
   
   ^{Fig.3 Maintain Facility - Adding Facility}

    

   Info

   • All other fields are optional.
6. Click on the 'Settings' tab.
7. Select how overtime will be calculated, either Daily or Weekly.

8. Enter how many hours must be acquired before overtime will be considered.
   
   
   ^{Fig.4 Maintain Facility - Overtime Setting}

    

9. Click  to create the new facility.

Searching For A Facility

To search for an existing Facility:

1. Click  and a popup window appears.
   
   
   ^{Fig.5 Maintain Facility - Searching For Facility}

    

2. To search for a specific facility, enter one of the criteria: Facility or Facility ID. The records for the selected criteria are listed in the 'Facility Search Results' section.
   
   
   ^{Fig.6 Maintain Facility - Search Results}

    

   Tip

   • To list Facilities with names starting with a particular character, enter the character into the field. For example, to search facilities starting with the character 'C', enter 'C' in the Facility field to list facilities with names starting with C.
   • If no search criteria are specified all the facilities will be listed in the 'Facility Search Results' section.

Viewing & Editing A Facility

To view and edit an existing facility:

1. Search for the facility you want to view or edit.
2. Click on the link of the facility. The details of the facility appear in the corresponding fields in the Maintain Facility screen.

3. Change the required fields and click  to update any changes made.
    

   Info

   • The Facility ID field cannot be edited.
   • If you have made the changes in the fields and do not want to save the details, click .
   • If the time zone is edited, ProTrack Warehouse service must be restarted for the changes to occur.