Schedule Group

A Schedule Group in ProTrack Warehouse helps you to group schedules that can be assigned to multiple employees' simultaneously.
The Maintain Schedule Group screen will help you add, search, view, delete and determine Schedule conflicts.
Accessing the Maintain Schedule Group Screen

1. To access the Maintain Schedule Group screen:

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

Maintain Schedule Group
The following are the tabs in Maintain Schedule Group screen:

• Schedule Group - Displays the details of the Schedule Group.
• Variant - Displays Schedules assigned by day and graphical representation of the Schedule Group.
• Assign Employee - Displays the Employees assigned to the selected Schedule Group.

Add Schedule Group

1. To add a new Schedule Group:

1. 1. Access the Maintain Schedule Group screen (Refer Access Maintain Schedule).

1. 1. Type the Schedule Group, description, and select the Facility and Start of Week from the respective lists.
2. 
   

   Field	Description
   Schedule Group Name	Specify a unique Schedule Name, which is alphanumeric. (Combination of Alphabets and Numbers)
   Description	Type the Description of the facility not greater than 250 characters.
   Facility ID	Select the facility this Schedule Group will be associated with.
   Start of Week	Select the day of the week that starts this Schedule Group. If the work week is Monday to Sunday then select Monday.
   Add Button	This is used to create a new Schedule Group.

   
   

• When first creating the Schedule Group the Variant section of the Schedule Group tab will be blank until Schedules are assigned on the Variant tab.

1. To add a Variants to Schedule Group:

1. 1. Select the Variant tab of Schedule Group.

Maintain Schedule Group - Add Variant

1. 1. Select the Effective Date and Time for this Variant.

• The expiration date of the Variant is open ended until the next Variant is created. The new effective date will establish the expiration date and time of the previous Variant.

1. 1. Click Add Detail to enter a row in Variant Detail for each Schedule that needs to be added.
   2. Select the Schedule Name and select Day 1, Day 2, etc.
   3. Repeat until all days for the Schedule Group are completed.

Maintain Schedule Group - View Variant Details

1. Click Graphical to see graphical view of the Schedules by day, and view for potential corresponding day's Schedule conflicts.
2. If any conflicts are depicted then these need to be addressed via the Schedule screen before any transaction data is processed by ProTrack.
3. Click Save, make corrections in the Schedule screen, and then review results to ensure changes had the required impact.

Maintain Schedule Group - View Schedule Comparisons

1. 
   

   Field	Description
   Effective Date and Time	The date and time this specific variant is the take affect.
   Schedule Name	This is based on the Schedules previously configured.
   Description	User defined for which day of the week this specific schedule starts on.
   Add Variant Button	This is used to add a new variant to the existing Schedule Group.
   Add Detail Button	Adds a row in the Variant Detail section.

   
   
   
   
2. To add Employees to a Schedule Group:

1. 1. Select the Assign Employee tab of Schedule Group.

Maintain Schedule Group - Assign Employee

1. 1. Click the icon to add employees to the Schedule Group. A pop-up window will display.
   2. Select the employee(s) and click Submit.

Maintain Schedule Group - Assign Employee Search

1. 1. The employee(s) will appear at the bottom of the list of employees with a default Effective Date of tomorrow's date, and a default Expiration Date of 12/31/2099. If needed change these dates one-by-one, or you may bulk-edit the Effective Dates.
   2. Enter the desired Effective Date and click Submit. The Effective Dates for the selected employees are updated.

Assign Employees to Schedule Group - Bulk Edit Effective Date

1. 1. Click Save.

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

• Schedule Group Name
• Effective Date
• Facility

1. To search for particular shifts:

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

Maintain Schedule Group - Schedule Group Search Results

1. 1. Type or select any of the search criteria mentioned above, that is Schedule Group Name, Effective Date, 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 Schedule Group screen. The records matching the selected criteria are listed in the 'Schedule Group Search Results' section of the Maintain Schedule Group screen.

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