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Note: You can view the total number of hours an employee is available for a given week by looking at the Total available hours per weekbox, referenced in the above image.
In Shift-Based scheduling, we maintain shifts for scheduler activation. Scheduler services would be activated in given shift time.
Go to Settings >> Work Orders >> Shifts
Step 2 -- Add Shift:
Click the Add (+)icon
Select any given shift or click on the Addbutton to create your own shift for your facility
Here you can give your shift a name, select a facility from the drop-down (we can select multiple facilities). Only selected facilities can use this shift. After giving the Start Timeand Stop Time,click on the Savebutton.
As we click on the Savebutton, it'll give you an alert telling you that the record was successfully submitted. Click the Closebutton.
Now select your shift from the drop-down
As we select shift from the drop-down, facility and shift time (Start Time and Stop Time) will populate in Read-Only mode.
You can modify/delete your shift by selecting shift from the below screen and then clicking on Modifyto edit the or Deleteto remove the shift.
Step 3 -- Adding Shift Members:
Click on the Addbutton in Shift Members
Here, you can add multiple shift members by selecting employees, then click on the Savebutton.
After saving the selected members, the names of those members will populate in the Shift Membersfield. The number in the upper-right corner displays the total number of members assigned to the shift.
We can delete shift members by click on the Deletebutton after selecting them.
Step 4 -- Last Step:
If the Shift Scheduling setting is OFF, then it'll work like it did previously. Otherwise, you must follow the guidelines below:
PM schedules are included in the Labor Load Balancingprocess based on their activation date. The load will be based upon the estimated hours for each task in which employees are assigned in the Work Order Master.
Go to the Work Ordermodule and select Labor Load Balancing.
In the above chart, GREEN represents an available time for the employee, after the time deductions have been considered. These values are taken from tasks, estimated hours in work orders, and the hours defined for each employee.
RED represents committed time for the employee.
The hours showing in the above image are the estimated hours of the task that we have added in Task & Laborat the time of work order creation.
Thus, the bar chart will be half RED and half GREEN.
For percentage value, it's a must that working hours associated with that employee are selected in Task & Laborat time of work order creation. This is because percentage value is calculated by the employee's working hours and is given a task estimated time. If the working hours are not entered, then the bar will be green (This is because the shift isn't associated with the employee).
Click on Employee Image:
As we click on an employee's image, all work orders associated with that employee will be shown.
If it shows Job No.,it means that it was created by a work order master. For work orders, Work Order No.will be displayed.
We can easily drag a work order from the selected employee and drag into another employee. The process of dragging and dropping the work order will affect the bar chart.
As we click on the bar, only that date's work order description will show.
1. Go to the Assetsmodule and click on Assetsfrom the drop-down menu.
2. Create or Edit any asset and then go the Default Employeestab.
3. Add or Delete employees by click the (+) or (-) buttons.
As we click on the (+) button, a window will populate with the employees that have labor crats assigned to them.
Note: Only employees with labor crafts associated with them will be shown
Here we can select multiple employees, but there will be one default employee.
The first selected employee from the employee window will be the default employee, and later you can change default employee by simply hovering the mouse over that employee. Here we can see the Set as Default button, click on it, and the default employee is changed.
At the time of work order creation, select an asset (that has the default employee) as the target and Saveit. The employee will then be associated automatically with the Task & Labortab of that work order.
Tax Rate (%)is the stockroom part tax rate. If we select Tax Rate (%)at Requisitionand Purchase Order Detailspage, we don't have to manually enter tax rate at the stockroom part addition time in the requisition and purchase order.
Suppose there is no part in the stockroom of the selected vendor under Requisitions and Purchase Orders.
So, there is no need to go to the stockroom and add a vendor and parts. We can simply add the part by click on the checkbox.
As we click on the checkbox, a window will populate, opting you to select a stockroom.
After selecting the stockroom, click on the OK button, then all parts will be shown in the Look Up List.
Select the part and then SAVE it. The selected part here will be shown in association with the selected stockroom.
Step 1: Go to Inventory >> Parts
Step 2: Create Part and give Contracted Vendorand Contracted Pricevalue.
SAVE the part once you've entered those values.
Step 3: Go to Inventory >> Stockrooms
Step 4: Create stockroom and go to Stockroom Partstab.
Step 5: Click on the Newicon in Stockroom Parts
Step 6: Select a part that has the Contracted Vendor icon
Step 7: At last, go to the next tab, the Vendorstab, and there you'll see contracted vendor with the added icon
Step 1: Go to Work Order MastersTemplate
Work Orders >> Work Order Masters Template
Step 2: Click on the Createicon to create a work order masters template
Step 3: Fill out the required details and select a facility, more than 1.
Once you've completed filling out those details, SAVE the record.
Step 4: Select the created work order masters template and click the Copyicon; a window will open, prompting you to add the target.
It'll show only those facilities you have selected at the time of work order master template creation.
Select the target, then SAVE.
Step 5: Go to the work order master and search for the job number that you have give in the work order masters template at creation time.
Note: If we update the work order master template, then the work order master will be overwritten; but any change in the work order master will no affect the work order master template. It's required to manage duplicity in the work order master.
Example: The work order master template and work order master created are the same (suppose both have 'Part P1' only).
Go to the work order master and add 'Part P2'
Now the work order master template has only 'Part P1', but the work order master has two parts, P1 and P2.
Go to the work order master template and add 'Part P2'. P2 must reflect in the work order master, but the work order master has 'Part P2' already. So, you'll overwrite the work order master to manage duplicity.
Note: In this module, to reflect changes in other modules (Work Order Master), clicking SAVE is required.