Editing, Deleting, & Transferring Assignments

Editing Assignments

You can edit an assignment's ending time through the Daily Inquiry screen.

To edit the assignments:

1. Access the Daily Inquiry screen (Refer Accessing the Daily Inquiry Screen).
2. Search and display the employee information in Daily Inquiry screen. (Refer Search Employee).

3. You can change the End Time of the assignment. The end time should be within the Schedule Duration.
   
   
   ^{Fig.1 Daily Inquiry - Edit Assignments}

    

4. Select the check box(es) to the left of the assignment where the ending times were changed.
5. Click  to save the edited end time of the assignments.
   
   

Deleting Assignments

You can delete an assignment when one or more assignments exist for the selected employee's workday. Assignments with COM and ERR status can be deleted. You can delete more than one assignment at a time.

To delete the assignments:

1. Access the Daily Inquiry screen (refer to Accessing the Daily Inquiry Screen).
2. Search and display the employee information in Daily Inquiry screen (refer to Search Employee).

3. Select the check box of the assignment to be deleted.
   
   
   ^{Fig.2 Daily Inquiry - Select Assignment to Delete}

    

4. Click  to delete the assignment and a popup will appear asking for confirmation to delete the selected assignment(s).
   
   
   ^{Fig.3 Daily Inquiry - Confirm Deletion of Assignment}

    

   Note

   • If you click Cancel, the assignment will not be deleted.

5. Click  to delete the assignment. The assignment will be removed from the employee's Daily Inquiry along with the metrics associated to that employee's day (i.e. performance).
   
   
   ^{Fig.4 Daily Inquiry - Deleted Assignment}

    

Transferring Assignments

The assignment Transfer button enables the user to transfer one or more selected assignments from one employee's work schedule to another employee's work schedule on the same day.

1. Access the Daily Inquiry screen (refer to Accessing the Daily Inquiry Screen).
2. Search and display the employee information in Daily Inquiry screen which contains the assignment(s) you want to transfer (refer to Search Employee).

3. Select the assignment(s) using the check boxes on the left.
   
   
   ^{Fig.5 Assignment Transfer - Select Assignment(s)}

    

4. Click the  button.

5. A popup window will appear where you must select the employee to which you want to transfer the assignment.
   
   
   ^{Fig.6 Assignment Transfer - Select Employee to Transfer Assignment To}

    

6. Another popup window will appear where you can search for and select the employee.
   
   
   ^{Fig.7 Assignment Transfer - Search Employee}

    

7. Click the employee's name and ProTrack Warehouse attempts to associate the assignment to the new employee's work schedule.

   Info

   If no work schedule exists yet for the selected employee, a new work schedule will be created using the same methodology that a new work schedule is created at the start of a work day.