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Proteus MMX 3.7 Enhancements

1. Working Hours tab added in Employee module 

a. To Access Working Hours:

  1. Go the Personnelmodule
  2. Click on Employees, from the drop-down menu
  3. Select an employee's record from the Navigator
  4. Click the Editicon
  5. Click on the Working Hourstab (located next to the Attachmentstab).

b. Adding Work Hours

  1. Toggle the days in which the employee works by clicking or un-clicking the checkboxes located to the left of the listed days.
  2. Enter a Start Time and Stop Time for the selected days. You'll do this by clicking the Clockicon, located to the right of the Start Time and Stop Time entry fields.
  3. Once you've entered the day(s), start time(s), and stop time(s), you select the Saveicon. 

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.

2. Labor Planner added in Personnel module

a. Labor Planner Module

3.  Time Zone is removed from Users and added in Facilities 

a. Users

b. Facilities 

c. How to Access Time Zone in Facilities

  1. Go to the Companymodule
  2. Click on Facilities, from the drop-down menu
  3. Select a facility record from the Navigator
  4. Click the Editicon
  5. Locate the Time Zonefield (located directly above the Notesfield).

4. Shift page is changed in Settings

a. How Shift-Based Scheduling Works

In Shift-Based scheduling, we maintain shifts for scheduler activation. Scheduler services would be activated in given shift time.

Step 1: 

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:

  • In the last step, you must create a Work Order Master, using the shift in which we want our scheduler active.

  • Add schedules, those schedules will be activated at shift Start Timeon schedule type (daily/weekly/monthly/yearly).

5. PM Schedules added in Labor Load Balancing, under Work Orders

a. How to Access PM Schedules, Under Work Orders

  1. Go to the Work Ordersmodule
  2. Click on Labor Load Balancingfrom the drop-down menu

b. How Labor Load Balancing Works

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. 

c. Explanation of (%) Value

  • Employee's Working Hours = 10 am to 6 pm (8 hours)
  • Task Estimated Hours = 4
  • The employee only worked 4 hours; so, the employee's consumption of (%) value is half of his working hour means (50%).

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. 

6. Contracted Vendor and Contracted Price columns added in Parts, under the Inventory module

a. How to Access Contracted Vendor and Contracted Price Columns

  1. Go to the Inventorymodule
  2. Click on Parts, from the drop-down menu
  3. Use the scroll bar at the bottom of Navigator to scroll right.Contacted Vendor and Contacted Price are located at the end of the page, once you have scrolled as far right as possible. 

7. Default Employee tab added in Asset module

a. How to Access the Default Employee Tab

  1. Go to the Assetsmodule
  2. Click on Assetsfrom the drop-down menu
  3. Select an asset record
  4. Click the Editicon
  5. Click the Default Employeestab, located to the right, next to the BACnettab.

b. How the Default Employee Feature Works

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.

8. Tax Rate (%) field added in Requisition and Purchase Order

a. How to Access Tax Rate (%) in Requisitions

  1. Go to the Purchasingmodule 
  2. Click on Requisitionsfrom the drop-down menu
  3. Select a requisition record
  4. Click the Editicon
  5. Navigate to the bottom of the Detailspage to locate the Tax Rate (%)field (located above the Notesfield). 

 

b. How to Access Tax Rate (%) in Purchase Orders

  1. Go to the Purchasingmodule
  2. Click on Purchase Ordersfrom the drop-down menu
  3. Select a purchase order record
  4. Click the Viewicon
  5. Navigate to the bottom of the Detailspage to locate the Tax Rate (%)field (located above Notesfield).

c. The Use of the Access Tax Rate (%) Field

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. 

9. Show Parts from part master list checkbox added in Stockroom Parts lookup list in Requisitions and Purchase Orders

a. How to Access Show Parts from part master listCheckbox

  1. Go to the Purchasingmodule
  2. Click on Requisitionsfrom the drop-down menu
  3. Select a requisition record
  4. Click the Editicon
  5. Click the Partstab, next to the Detailstab
  6. Click the Addicon
  7. Click the three-dotsicon (next to the Clearicon)
  8. Locate the Show Parts from master listcheckbox (located at the top of the Look Up List).

b. How This Feature Works

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.

10. Profile Image added in Stockroom Parts (Read-Only Mode)

a. How to Access Profile Imagein Stockroom Parts

  1. Go to the Inventorymodule
  2. Click on Stockroomsfrom the drop-down menu
  3. Select a stockroom record
  4. Click the Editicon
  5. Click the Stockroom Partstab, next to the Detailstab
  6. Select a stockroom part record
  7. Click the Editicon
  8. Navigate to the Profile Imagefield (located furthest right, above Economic Order Quantityfield).

11. Contracted Vendor icon added in Vendor tab, under Stockroom Parts

a. How to Access the Contracted VendorFeature

  1. Go to the Inventorymodule
  2. Click on Stockroomsfrom the drop-down menu
  3. Select a stockroom record
  4. Click the Editicon
  5. Click on the Stockroom Partstab, next to the Detailstab
  6. Select a stockroom part record
  7. Click the Editicon
  8. Click the Vendorstab, in between the Detailsand Attachmentstabs. 

Inventory >> Stockrooms

b. How to Use the Contracted VendorFeature 

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

12. Work Order Masters Template added in Work Orders module

a. How Work Order Masters Template Works

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.