Documentation for ProTrack Warehouse 2013 Q2.

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

The Observation tab (Active Performance Management also know as APM) provides a centralized location where management can look to determine which employees need guidance and counseling due to low performance, quality errors, or discipline. Multiple activities can be tied directly to an observation form which consists of five categories: Process, Safety, Quality, Delay, and Associate Observations. Alerting can be incorporated to auto-generate which employees are low in performance or high in quality errors based on a configurable scheduled plan. Alternatively, observations can be manually created using the Observation Assignments screen.

To access the Observation screen:

  1. Log in to ProTrackWarehouse.
  2. Select Observation under the Operations menu. The Observation screen appears.


    Fig.1 Observation

Info

  • Facility will automatically default to the facility the user is assigned to. The facility can be changed from the drop down menu.
  • By default, all observations assigned to the user's facility will be listed on this screen.

 

To Manually Create An Observation
  1. Click on and a popup window will appear.


    Fig.2 Observation - Manually Create Observation

  2. Either type or select from the drop down list for each field: Observed Employee, Observer, Activities, and Reason of Observation.


    Fig.3 Observation - Manually Create Observation

    Tip

    • The Observation Form field will automatically populate based on which form has been assigned to the selected activity.
  3. Click and a record will populate on the Observation Assignments screen displaying the manually created observation.


    Fig.4 Observation Assignments

  • No labels