Documentation for ProTrackWarehouse 2018.1.

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"Schedule Type" are used in ProTrack Warehouse to define how long employee works and when break, lunches and end of the day should be applied in employee's day. ProTrack uses Scheduled Activities to automatically allocate time for these daily activities that are typically not captured or recorded by any other host systems (such as WMS). These scheduled activities may include:

  • Start of Shift
  • Breaks (1 or more)
  • Lunch
  • End of Shift


Tip

  • The term "Schedules" should not be confused with "Work Schedules". "Work Schedules" in ProTrack are date-specific instances of a specific employee's work day. ProTrack creates a unique Work Schedule for every employee on each day that they have assignments. An employee's configured Schedule for a particular day is used to build that day's Work Schedule.


Schedule Type

The Schedule Type screen allows creating, viewing, editing, and deleting of schedule s within ProTrack Warehouse. Available operations on this screen will vary depending on the user privileges.

To access the Schedule Type screen:

  1. Log in to ProTrack Warehouse.
  2. Select Schedule Type under the Employees menu. The Schedule Type screen appears.


    Fig.1 Schedule Type


    Schedule Type Field Description

    Field

    Description

    Schedule Type

    Name for a schedule type which can be alphanumeric and must be unique.

    Duration

    The length of schedule i.e how many hours employee will be working in a single day.

    Max Duration

    The maximum number of hours in a single day.

    Add

    To refresh the screen to add a new schedule type.

    Delete

    Delete schedule type.

    Clear

    Delete any unsaved changes to schedule type.

    Save

    Save schedule type

    Table 1. Schedule Type Descriptions


Adding a Schedule Type

To add a schedule type:

  1. Type the schedule type name. This cannot be changed once the schedule type is saved, so it is recommended you use a descriptive name that will not change over time.
  2. Enter the duration of the schedule type in HH:mm format.
  3. Enter the max duration of the schedule type in HH:mm format
  4. Click . Start of Shift Layout will popup.


    Fig.2 Schedule Type - Adding A Start of Shift


  5. Activity Type will be automatically populated based on Activity Configuration.

  6. Activity Name will be automatically populated based on Activity Configuration.

  7.  Key in Duration.

  8. Click Activity layout will popup.


    Fig.3 Schedule Type - Add Activity


  9. Select Activity Type from drop down.

  10. Select Activity Name from drop down.

  11. Key in Duration.

  12. Click to select HH:mm to apply activity after so many hours in the day.

  13. Enter a window of time that ProTrack will try to apply the activity in the day by clicking

  14. Click Activity layout will popup to enter any additional activities.

  15. Click End of Shift layout will popup.


    Fig.4 Schedule Type - Add End of Shift Activity


  16. Activity Type will be automatically populated based on Activity Configuration.

  17. Activity Name will be automatically populated based on Activity Configuration.

  18. Key in Duration.
  19. Click   to save the schedule type.

    Info

    • Schedule Type Activities can be deleted individually through their popups by clicking 
Searching Schedule Type

To search for particular schedule types:

  1. The screen loads with the Search at the top of the page.


    Fig.5 Maintain Schedule - Search Schedule


  2. To search for particular schedules, type the Schedule Name or Duration.
  3. Click   in the Search section The records matching the selected criteria are listed in the 'Schedule Search Results' section of the Maintain Schedule screen.

    Tip

    • To list the schedules with schedule names starting with a particular character, you can type the character and click  . The Schedules starting with the given character are displayed in the 'Schedule Search Results' section.
    • If no search criterion is specified, click  and all the schedules will be listed in the 'Schedule Type Search Results' section.
Viewing and Editing Schedule Types

To view and edit a schedule type:

  1. Search and list the schedule types you want to view and edit in the 'Schedule Type Search Results' section by providing a search criterion.
  2. Click the selected schedule name link from the 'Schedule Search Results' section. The details of the selected schedule type appear in the corresponding fields in the Schedule Type screen.


    Fig.6 Schedule Type - Schedule Search Results


  3. Change the required fields. You can change activity details in the 'Schedule Type' section. To add new activities to the schedule, click the Add Activity icon.
  4. Click   to save the changes.

    Info

    • If you have made the changes in the editable fields and do not want to save the details, click  before you save the changes.
    • If you want to add a schedule at this point in time, click   to bring the Maintain Schedule screen to the Add mode.
    • To delete the activities selected, click on the   button.
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