Schedules

The Schedules screen allows creating, viewing, editing, and deleting of schedules within ProTrack Warehouse. Functionality on this screen will vary depending on the user privileges.

To access the Schedules screen:

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

   
   ^{Fig.115 Maintain Schedule}

   
   Maintain Schedules Field Description
   

   Field	Description
   Schedule Name	Name for a schedule which can be alphanumeric and must be unique.
   Facility ID	Facility which a schedule will be associated to.
   Effective Date	Date which a schedule will be effective.
   Expiration Date	Date which a schedule will expire.
   Start Time	Start time of a schedule.
   End Time	End time of a schedule.
   Activity Type	Select the activity type from the list: Start of Shift = Start of day, End of Shift = End of day, Breaks/Lunch = Blank.
   Start Time	Enter the start time for this activity.
   Duration	Enter the duration in minutes or hours for this activity.
   TA Sourced	Start of Shift, Lunch, and End of Shift timestamps can be updated based on a Time and Attendance punch. If the activity can be updated by Time and Attendance then select the check box that corresponds to the activity.
   TA Time Code	If the activity timestamp can be updated by Time and Attendance punch then select from the list what timestamp to accept: Start of Shift = Start Time, End of Shift = End Time, and Lunch = Lunch.

   ^{Table 20. Maintain Schedules Descriptions}

Adding a Schedule

To add a schedule:

1. Type the schedule name. This cannot be changed once the schedule is saved, so it is recommended you use a descriptive name that will not change over time.
2. Select the facility for which the Schedule will be used from the drop down list.
3. Click to set the effective date and expiration date of the schedule.
4. Enter the start and end times of the schedule.
   

   Info

   • Users familiar with earlier versions of ProTrack Warehouse may note the absence of the Start and End buffer values on this screen. As of version 7.4.4, buffers are no longer explicitly configured for each Schedule, but rather are derived automatically at the time of work schedule creation. For an explanation on how this works, see the Data Processing chapter in the ProTrack Warehouse User Manual.
   
   
5. Click Select Activity link. Select an activity from the popup window.
   
   

   
   ^{Fig.116 Maintain Schedules - Adding A Schedule}

   
   
6. Select the Activity Type from the drop down list. For breaks select the blank and for start or end of shift select those items accordingly.
   
   

   
   ^{Fig.117 Maintain Schedules - Select Activity Types}

   
   
7. Type the start time and duration for each activity.
   

   Tip

   • For the end of shift activity, be sure the entered start sime is X minutes prior to the schedule's end time, where X is the Duration of the end of shift activity.
   
   
8. Scheduled activities may be 'TA-Sourced', meaning their times may be adjusted by a Time & Attendance import file. Select the check box for any scheduled activities which may be adjusted by a TA import file. Breaks, Lunches, Start of Shift, and End of Shifts may all be TA-sourced.
   
   

   
   ^{Fig.118 Maintain Schedules - TA Sourced Activities}

   
   
9. Click to save the schedule.
   

   Info

   • Start of Shift and End of Shift must have at least a 1-minute duration.
   • To delete the activities selected, select the delete check box of the corresponding activities and click .
   • Once a Schedule has assignments associated to it, the Schedule cannot be deleted. If there are changes required in the Schedule use the Copy button to create a variant of this Schedule. The Schedule Name must be altered.

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

• Schedule Name
• Effective Date

1. To search for particular schedules:

1. 1. Click Search in the Maintain Schedule screen, the Search Schedule screen appears.
   2. To search for particular schedules, type the Schedule Name or click and select the Effective Date.

Maintain Schedule - Search Schedule

• To list the schedules with schedule names starting with a particular character, you can type the character and click Search. The Schedules starting with the given character are displayed in the 'Schedule Search Results' section.
  1. Click Search in the Search Schedule screen. The records matching the selected criteria are listed in the 'Schedule Search Results' section of the Maintain Schedule screen.

Maintain Schedule - Schedule Search Results

• If no search criterion is specified all the records will be listed in the 'Schedule Search Results' section.

View and Edit Schedule
Schedules can be viewed and edited from the 'Schedule Search Results' section in the Maintain Schedule screen.

1. To view and edit a schedule:

1. 1. Search and list the schedules you want to view and edit in the 'Schedule Search Results' section by providing a search criterion (Refer Search Schedules).
   2. Click the selected schedule name link from the 'Schedule Search Results' section. The details of the selected schedule appear in the corresponding fields in the Maintain Schedule screen.
   3. Change the required fields (Facility, Schedule Name, and Schedule Buffer are not editable). You can change activity details in the 'Schedule Activities' section. To add new activities to the schedule, click the Select Activity link.

1. Click Save to save the changes.

• When the Employee Schedule is updated mid-Work Schedule or Schedule Buffers overlap then two Work Schedules are created. To correct this issue delete the assignment from one Work Schedule, and either add a Delay for the duration of the assignments deleted or adjust the Schedule Start Time forward to adjust for the duration of the deleted assignments.
• If you have made the changes in the editable fields and do not want to save the details, click Reset before you save the changes.
• If you want to add a schedule at this point in time, Click Add to bring the Maintain Schedule screen to the Add mode.
• To delete the activities selected, select the delete checkbox of the corresponding activities and click on the Save button

Search and Select Activities
You can search and select activities by using the Search Activity screen.
The search criteria are:

• Activity Name
• Activity Type

To search for an activity:
1. Click Select Activity link in the Maintain Schedule screen. The Search
Activity screen appears.
2. Select or type Activity Type or Activity Name. The activities matching the
search criteria are listed in 'Search Results' section.

Maintain Schedule - Search Activities
4. Select the Select check box of individual activities in the list.
5. Click Submit, the selected activities are displayed in the 'Schedule Activities'
section.

• Schedule Activities can only include: Start of Shift (SOD), End of Shift (EOD), Breaks (Break 1, Break 2, etc), and Lunch.
• Start of Shift (SOD), and End of Shift (EOD) are required Schedule Activities with a Duration of at least one-minute.