Starting worksets for workset-eligible employees using Employee Home Page

  1. Select Time Track > Time Track Forms > Employee Home Page. The Employee Home Page form is displayed.
  2. Select Real Time Entry. The Real Time Transaction Entry form in displayed.
    Note: The Employee Home Page form is displayed only if you have the Time Track module implemented.
  3. Specify the employee or team number in the Badge field.
  4. Select the order type.
  5. Specify the order number, suffix, and operation, if the order type is Production Order, Service Order, or Setup , .
  6. Specify a machine ratio, if required.
    Note: The machine ratio determines the portion of the reported labor time that is to be reported for the machine. For example, a ratio of .5 reports half the reported labor time for the machine. The machine ratio is applied to the prorated duration of each job when multiple jobs are running simultaneously.
  7. Specify the task code if the order type is Indirect Task, .
  8. Specify the project number, task number, and cost code if the order type is Project.s.
  9. Select the job from the active workset. This job is considered as the current job.
  10. Review the job information along with the Stop-Start , Start and Stop icons, for a verified employee who is a single booker for the running job.
    Note: 
    • If the employee number is not verified for the running job, the Stop-Start icon is not displayed.
    • The quantity information specified for the employee is saved and posted when the Stop-Start is executed. However, if no information is specified, the employee can select the Stop-Start icon.
    • The running job information is saved temporarily and a new entry screen is displayed with defaulted information for the employee number, employee name, transaction date, transaction time and the employee's default order type. The user can enter the start job information and select Stop-Start.
    • The date and time of the Stop-Start process is used as the stop time of the prior transaction and the start time of the new transaction.
    • If back is selected the prior screen displays the restored data entered previously.
  11. Review the running workset information along with Stop-Start icon for a verified Workset employee,
    Note: 
    • The user can add additional jobs or remove jobs to the running workset. The running workset, can also be stopped or can Complete All and stop the workset.
    • On the Adding tab user can view the jobs of the current workset. User can use the tab to initiate the Stop-Start icon.
    1. Select Stop-Start Icon to view the Stop-Start form with the information such as; the employee number, employee name, transaction date, transaction time and the employee's default order type.
    2. The Order Entry fields is reset to enter the new order information. To load the next workset the employee enters Order Type, Ord# and Op. The normal order validation runs and returns the standard data fields.
    3. Select the New Workset Add to load the entered order.
    4. Adding the first job creates the next Workset header and loads the job to that header.
    5. Select Stop-Start icon to stop the running workset and start the next workset.
      Note: 
      • If the employee hits back before starting the loaded workset the loaded records persists as loaded but not as started records.
      • If the employee hits back or exits the form on a next workset that has no records in it the next workset header is deleted.
    6. Select record checkbox on the Workset tab and on the Adding tab during workset loading, to remove a job prior to starting the workset.
    7. To remove a job from a workset, the user selects the check mark on the job to remove and then select remove job. This feature is enabled in the RealTimeTransactionEntry.ts Start form and the Stop Start forms.
    8. User can clear the Order Type field on the Realtime Transaction Entry.TS form, to select add job to workset. The value of the previously defaulted/entered order type must persist.
  12. Select Add to Workset to populate the Workset tab with the job details.
  13. Repeat steps 3 through 8 until all jobs in the workset have been added.
  14. Select Start Workset. The details of the current job are displayed on the Detail tab.