Adding Job Operations and Setup Activities to Worksets Using the Work Center Form

Only workset-enabled employees can add job operations, setup activities, or labor reporting to worksets.

Note:  You cannot add Just-In-Time production orders or production schedules to worksets.

To add a job operation, setup activity, or labor reporting to your workset:

  1. Open the Work Center form.
    Note: Most employees cannot change the assigned employee id.
  2. In the field marked with a factory icon near the top of the form, select a work center. Your work center may be specified by default.
  3. Optionally, specify a date and time to record for this transaction. The current date and time is specified by default. You can only change the date time when the user has permissions.
  4. Select an operation from the Job List tab, a project from the Project Labor tab, or a service order from the Service Labor tab.
  5. Select Add Run or Add Setup.

    If the Work Center Popup Enabled parameter is cleared, the operation, activity, or labor reporting is added to your workset. If the workset is running, the operation, activity, or labor reporting is started.

    If the Work Center Popup Enabled parameter is selected, the Workset Maintenance form is opened. Use the Workset Maintenance form to add the operation, activity, or labor reporting to your workset. See Managing Worksets for more information.