Shifts

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:

1. Log in to ProTrack Warehouse.
2. Select Shifts under the Employee menu. The Maintain Shifts screen appears.
   
   

   
   ^{Fig.115 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 – Displays the details of the shift.
• Assign Schedule – Displays the schedules assigned to the selected shift.

Add Shifts

1. You can add new shifts in the Maintain Shifts screen.

1. To add a new shift:

1. 1. Access the Maintain Shifts screen (Refer Accessing the Maintain Shifts Screen).
   2. Type the Shift Name and Shift Description and select the facility name from the Facility list.

• You can save the Shift without assigning a schedule to it by clicking Save.
  1. To assign schedules to the mentioned shift, click Assign Schedule tab, the shift name with the blank 'Shift Schedules' list appears.

Maintain Shifts - Add Schedules

1. 1. To select the schedule, click the Select Schedules link*, Search Schedules* screen appears listing all the schedules in the system.

• You can also search for appropriate schedules by providing the schedule name or facility and only the corresponding schedules are listed.
  1. Click the Select check box of each schedule to select the schedules.

Maintain Shifts - Add Schedules

• To select all the schedules in the 'Search Results', select the Select check box and all the schedules are selected.
  1. Click Submit to assign the selected schedules to the shift. The selected schedules are listed in the 'Shift Schedules' list in the Maintain Shift screen.

Maintain Shifts - Add Schedules

• 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.

1. 1. Click Save to save the Shift.

Search Shifts
The shifts can be searched for by providing the following search criteria in the Search Shift screen:

• Shift Name
• Facility

1. To search for particular shifts:

1. 1. Click Search in the Maintain Shifts screen, the Search Shift screen appears.

Maintain Shifts - Shifts Search Results

1. 1. Type or select any of the search criteria mentioned above, that is Shift Name or Facility.

• To list the shifts with shift names starting with a particular character, you can use the Wildcard character, '%' (to represent a group of characters). 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.
• The Wildcard character '' can be used to represent a single character. For example, to list the shift Morning Shift, enter 'M_rningShift' in the Shift Name field._
  1. Click Search in the Search Shift screen. The records matching the selected criteria are listed in the 'Shift Search Results' section of the Maintain Shift screen.

Maintain Shifts - Shift Search Results

• If no search criteria are specified all the activities will be listed in the 'Shift Search Results' section.

View and Edit Shift
Shifts can be viewed and edited from the 'Shift Search Results' section in the Maintain Shifts screen.

1. To view and edit the shift:

1. 1. 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)
   2. 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. Change the required fields.

• 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.

Maintain Shifts - Edit Shift

1. 1. To assign schedules to the existing shift, click the Assign Schedule Tab. (Refer Add Schedules for information on assigning schedules).

• You can also delete schedules assigned to the shift by clicking the Delete check box of each schedule and clicking the Save button.

Maintain Shifts - Edit Schedules Assigned to a Shift

1. 1. Click Save to save the changes.

• 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.