Documentation for ProTrack Warehouse 2015.1.
The following table provides descriptions of some of the terms you might see used in the Daily Inquiry.
Field | Description | Equation |
---|---|---|
Total Hours | Total time the employee worked that day, from SOD to EOD. |
|
Time on Standard | Total time the employee spent on standard direct activities. |
|
Adjusted Std. Time Earned | Total time the employee should spend on standard direct activities with learning curve applied. |
|
Std Time | Total time the employee should spend on standard direct activities. |
|
Delay Time | Total time the employee spent on delays. |
|
Indirect Time | Total time the employee spent on indirect activities. |
|
Paid Break | Total time the employee spent on paid break(s). |
|
Unpaid Break | Total time the employee spent on an unpaid break. |
|
KVI / HLD | Total time in standard direct activities that are currently in KVI or HLD status. |
|
Adjusted Performance | The comparison of the adjusted standard direct time (which includes learning curve, if applicable) allowed on a specific task to the actual time used for that same task. | |
Baseline Performance | The comparison of the Standard Time allowed on a specific task or operation to the Actual Time used for that same task or operation. | |
Utilization | The comparison of Actual Time on Standard against Indirect time. | |
Effectiveness | The comparison of Delays encountered against Total Time. | |
Standard | Total time the employee should spend on standard direct activities. | |
Units / Hour | Represents the units divided by the actual duration of the work. | |
Adj Units / Hour | Represents the units divided by the adjusted standard time for the work. | |
Standard Units / Hour | Represents the units divided by the standard time for the work. |
The following table represents the various statuses an assignment could be on the Daily Inquiry.
Abbreviation | Expansion and Description |
---|---|
APR | Waiting for Approval – A delay that is waiting to be approved before it can be applied to the employee's day. |
ADD | Addition – An assignment pending reshuffle. |
CAL | Calculating – Standard calculation for an assignment is currently processing. |
COM | Completed – An assignment that was completed by an employee and has been fully processed. |
DIS | Disapproved – A delay that has been disapproved by management team. |
ERR | Error – An assignment that was completed by an employee but could not be slotted into the work schedule. |
GRP | Group – Multiple pre-downloaded assignments worked simultaneously. ProTrack Warehouse groups them together as a single work assignment. |
HLD | Hold – Assignment is placed on hold. |
KVI | Key Volume Indicator – An assignment waiting for KVI values to be entered. Example of KVI is number of pallets or number of cases. |
Searching for Employees
To view an employee's details in the Daily Inquiry screen, the employees can be searched for by providing the following search criteria in the Search Daily Inquiry screen:
- Schedule Date – Past date or current date
- Facility
- Schedule (new release)
- Supervisor (new release)
- ID (new release)
- Last Name
- First Name
Tips
The search defaults to current date and facility
- Above minimum requirement for search results
To search for an employee:
- Select date and desired search criteria
- Type date or select from drop-down calendar radio button
Click Search and the records for associates matching the selected criteria are listed in the "Associate Search” results section of the Daily Inquiry.
- Click on the image to enlarge
Tips
- To list the employees with First Name or Last Name starting with a particular character, type the character and the employees starting with the given character are displayed in the 'Search Results' list.
Viewing Search Results
Employees will be listed in the results based on search criteria
Click on the image to enlarge
Selecting Employees
From search results, you can now search for all employees with the search criteria
Select an Associate
- Scroll up/down for selected associate from results
- Select/Click on any column of desired associate
- the selection will turn blue
- Click on the image to enlarge
- The “Employee Daily Summary’ HEADER section will list employee name selected
Schedule will be listed and reflect based on criteria selected
The line graph icon will display next to the schedule date
The date currently being viewed has a hyperlink. Clicking on the blue date hyperlink enables you to edit the Schedule's start and end times manually.
Tip
The and button now allows you to go back or forward in calendar weeks (7 days) without entering another search criteria
- The schedules section will reflect the calendar week (7 days) from Sunday to Saturday
Hours are displayed in even numbers (2-24)
Viewing Employee Schedule
- The 7 day work week schedule is displayed on the left hand
- The productivity data details for a selected date is displayed in the right hand side
- The line graph view can be selected from the data details section
- Once an employee is selected the schedules section will reflect the calendar week (7 days) from Sunday to Saturday.
- The selected date will default to header/criteria date
- The selected date will be shaded in the schedules sections
- The last productivity update of employee for selected date is displayed in the bottom right of the “Employee” area
- To select a different date within the displayed work week
- Select over the date i.e. (2014-07-11) FRI: in the schedules area
- Verify by the schedule date change by date in header
The green and dark blue bars illustrate the employee's schedules on each day. The green bar represents the schedule the employee was assigned to work. The blue bar represents the actual schedules the employee worked. Only days containing actual work schedules will have a blue bar. In the screenshot below, you can see that the employee was assigned to a 5 day work scheduled days (Monday through Friday)
Also contained within the bars are the Schedule start and end times:
Viewing Performance Data
The performance data is broken down in 4 sections (Categories need to reflect current DI)
- Schedule
- Work Hours
- Metrics
- Performance
- Adj. Performance
- Utilization
- Effectiveness
- Total Performance
- Hours
- Time on standard
- Delay
- Indirect
- Paid Break
- Unpaid Break
- Other Hours
- Adj. Standard
- Standard
- KVI/Hold
Viewing Performance Line Graph
Selecting the “graph” icon in header bar generates graph to view expected v actual hours. Selecting again reverts back to data view
- Orange bar illustrates “Expected” hours
- Green bar illustrates “Actual” hours
The below graph illustrates the associate is completing assignments in less time "Actual" than what is "Expected" in hours/time
Tips
- The line graph will default for all associates if the supervisor stays within the same screen
- Hover over each data point for assignment time specific to expected or actual hours
Info
- The line graph provides a view of the selected schedule days' assignment level performance by Expected vs Actual Hours
- Expected Hours: Hours expected to complete a specific assignment by assignment ID
- Actual Hours: Actual hours spent on specific assignment by assignment ID
- Expected Hours: Hours expected to complete a specific assignment by assignment ID
Viewing Work Assignment Tasks
If there are two or more tasks within a work assignment, you can view them by clicking on the link of the work assignment number.
To view the details of the tasks within an assignment:
- Access the Daily Inquiry screen.
- Search and display the employee information in Daily Inquiry screen.
The assignment is provided with a hyperlink.
Tips
- Header options will expand once an assignment is selected. Selected assignment will be highlighted in blue
- To-do (Explain the tab button options - currently being updated)
- To-do (Explain the tab button options - currently being updated)
- To-do (Explain the tab button options - currently being updated)
- To-do (Explain the tab button options - currently being updated
When you click the Assignment ID link, the Task Details screen appears with the details of the task within the assignment
Info
- This table displays the task lines of the selected assignment in the order in which the tasks occurred. The Non Adj Start Time and Non Adj End Time are the true start and end times that were sent from the WMS file.
Running a Trip Audit
Trip Audit provides a detailed report of the selected assignment(s) which displays the determinants that were triggered and travel from location to location, if travel is enabled.
To view the Trip Audit Report of an assignment:
- Access the Daily Inquiry screen.
- Search and display the employee information in Daily Inquiry screen.
Select the assignment(s) you want to generate report by selecting the assignment(s), which is done by clicking on the entire line and not only the Assignment ID link. To select multiple assignments, hold the Shift button as you click on multiple assignments.
- Click Trip Audit on the HEADER in the upper right to view the Report.
Select which report type and click Submit.
Tips
- Audit units displayed in the Trip Audit reference the field last mentioned in the Work Time Function located under Determinant.
- You can export the report by clicking at the top left of the screen.
Select the format output for the report from the popup menu.
Info
- There are various format output types:
- Excel
- Word
- Rich Text
- Comma Separated Values
- There are various format output types:
The report must be exported before it can be printed. By clicking , the report will be exported to PDF.
Caution
- You must have a printer driver installed locally on the the computer you are trying to print from.